Doug P. Welch
Plus aucun poste en cours
Profil
Mr. Doug P.
Welch, Jr., is Regional Director at Quantitative Advantage LLC.
Prior to joining Quantitative Advantage, he had wealth of experience as a sales consultant focusing on helping financial advisors improve their fee-based business.
His primary responsibility is business development and relationship management throughout his region.
Previously, Mr. Welch was the National Sales Manager at The Institute for Wealth Management, where he was responsible for national distribution and sales.
He also served for a time as Western Regional Sales Manager for ING Advisors Network's broker-dealers, where he helped to educate advisors on sales ideas and techniques as well as improving and increasing their overall business.
Other past roles include Managing Partner of MSH Ventures, Inc., a boutique venture capital firm based in Washington D.C., Vice President and Western Regional Manager of Rorer Asset Management, LLC, and a consultant with Portfolio Management Consultants, prior to their merger with Envestnet.
Mr. Welch is a Certified Investment Management Analyst (CIMA) and has a Bachelor of Science degree in Environmental Sciences from the University of Colorado, Boulder.
Anciens postes connus de Doug P. Welch
| Sociétés | Poste | Fin |
|---|---|---|
Quantitative Advantage LLC
 Quantitative Advantage LLC Investment ManagersFinance Quantitative Advantage LLC (QA) is an independent investment management firm headquartered in Minnetonka, Minnesota. The firm was founded by John W. Wing and Thomas G. Fox in 2000. QA provides investment advisory services to individuals, trusts, pension and profit-sharing plans, other retirement accounts, charitable organizations and corporations or other business entities, and to participants in retirement plans. | Sales & Marketing | 01/10/2013 |
Rorer Asset Management LLC
 Rorer Asset Management LLC Investment ManagersFinance Founded by Edward C. Rorer in 1978, Rorer Asset Management LLC is a registered investment advisor firm located in Conshohocken, Pennsylvania. Rorer's client base consists of individuals, trusts, estates, corporations, pension and profit sharing plans, charitable institutions and Taft Hartley funds. The firm participates in various broker sponsored managed account programs. On January 6, 1999 Rorer became an affiliate of Affiliated Managers Group, Inc., an asset management holding company whose stock is listed on the New York Stock Exchange under the symbol AMG. | Corporate Officer/Principal | - |
ING Advisors, Inc.
 ING Advisors, Inc. Investment ManagersFinance Part of Voya Financial, Inc., ING Advisors, Inc. is an American company. | Corporate Officer/Principal | - |
Formation de Doug P. Welch
| The University of Colorado | Undergraduate Degree |
Expériences
Fonctions occupées
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Quantitative Advantage LLC
Quantitative Advantage LLC Investment ManagersFinance Quantitative Advantage LLC (QA) is an independent investment management firm headquartered in Minnetonka, Minnesota. The firm was founded by John W. Wing and Thomas G. Fox in 2000. QA provides investment advisory services to individuals, trusts, pension and profit-sharing plans, other retirement accounts, charitable organizations and corporations or other business entities, and to participants in retirement plans. | Finance |
ING Advisors, Inc.
ING Advisors, Inc. Investment ManagersFinance Part of Voya Financial, Inc., ING Advisors, Inc. is an American company. | Finance |
Rorer Asset Management LLC
Rorer Asset Management LLC Investment ManagersFinance Founded by Edward C. Rorer in 1978, Rorer Asset Management LLC is a registered investment advisor firm located in Conshohocken, Pennsylvania. Rorer's client base consists of individuals, trusts, estates, corporations, pension and profit sharing plans, charitable institutions and Taft Hartley funds. The firm participates in various broker sponsored managed account programs. On January 6, 1999 Rorer became an affiliate of Affiliated Managers Group, Inc., an asset management holding company whose stock is listed on the New York Stock Exchange under the symbol AMG. | Finance |
