Doug Welter

Vice President of Private Banking

For over 29 years Doug Welter worked in different jobs. Recently, Doug worked as a Certified Wealth Strategist Cws in Cannon Financial Institute widening experience. Doug graduated from St. Ambrose University in 1987 where this expert got all the required knowledge. You can find this person in Neenah, Wisconsin, where he lives nowadays. SoftwareOfficial has all the information you need to contact Doug Welter, such as Doug Welter's phone or email address. Feel free to send the request to get additional data.
Name variants:
Douglas Welter
Last updated May 08, 2024

Contact Information

Last Update
Jul 8, 2022
Email
do**@aol.com, do**@dell.com, do**@tivejo.com
Location
Neenah, WI

Workplace

Cannon Financial Institute
Certified Wealth Strategist Cws

Industry

Financial Services

Work History

Certified Wealth Strategist Cws

Athens, GA
Cannon believes every client deserves sound advice and exceptional service. To nurture that belief Cannon created a holistic practice management program dedicated to better serve high net wo...
Jul 2016 — 2019

Vice President of Private Banking

433 Main St, Green Bay, WI 54301
Responsible for providing customized banking solutions to meet the financial and business goals for my high net worth clients. I provide financial expertise on bank products and services to ...
from Apr 2015

Sales Manager

420 Montgomery St, San Francisco, CA 94129
Apr 1995 — Mar 2015

Loan Originator

Originated home mortgage loans
Apr 1989 — Apr 1995

Education

1983 — 1987

Occupations

Executive
Vice President
Health Specialist
Certified Nurse Aide
Accountant
Finance and Accounting Specialist
Chief Executive
Nurse
Nurse Practitioner
Accounting Bookkeeper
Bookkeeper

Skills

Mortgage Lending
Loan Origination
Loans
Credit
Refinance
Sales Management
Account Management
Sales
Customer Service
Banking
Commercial Banking
Cold Calling
Strategic Planning
Direct Sales
First Time Home Buyers
Commercial Lending
Small Business Lending
Retail Banking
Team Building
Marketing
Residential Mortgages
Credit Analysis
Selling
Va Loans
Investment Properties
Fha
Lines of Credit
Home Equity Loans
Mortgage Banking
Underwriting
Consumer Lending
Government Loans
Usda
Fha Financing
Mortgage Marketing
Home Equity Lines of Credit
Construction Loans
Mortgage Underwriting
Real Estate
New Business Development
Finance
Leadership
Investments
Foreclosures
Referrals
Residential Homes
U.s. Federal Housing Authority
Working With First Time Home Buyers
Business Development
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