Jeffrey P. Welch

Jeff Welch is an Equity Trader with 15 years of experience in the finance industry working on designing, modeling, and managing individual and institutional portfolios. Jeff’s core responsibilities involve supervising the trading department in executing strategy trades, rebalancing client accounts and financial reporting as well as handling settlement, and reconciliation. As a lead in operations his focus is creating more efficient and effective systems to reduce the processing time and number of potential errors. Jeff’s broad experience history includes sales, marketing, and CRM and more recently project management, investment operations and trading functions.

Experience:

• Tradition Asset Management, Senior Trading Specialist
• PW Property Management Services LLC, Founding Partner
• AXA Advisors, LLC, Financial Consultant/Wealth Manager

Education/Certifications:

• Rutgers University, BS, Economics