Janet Welcher has been working as a Investment Manager at Badgley Phelps Investment Managers since 2012. Additionally, this expert has on-the-job experience at more than five companies using similar skills. Janet has a total work experience of 30+ years. Janet Welcher studied at the Washington State University from 1978 to 1982. They have the following certificates: Series 7, 63, Certified Financial Planner, Washington State Insurance License, Sec, and Cfp Board. Now Janet lives in Buffalo, Wyoming region. You can find this expert's current email address and phone with SoftwareOfficial search.
Name variants:
Janette Welcher,
Janetta Welcher,
Jan Welcher,
Nettie Welcher,
Netty Welcher,
Netta Welcher
Last updated May 24, 2024
Contact Information
Last Update
Jul 6, 2022
Email
ja**@gmail.com, ja**@fulcrumcapllc.com
Location
Buffalo, WY
Workplace
Investment Manager
Seattle, WA
Industry
Investment Management, Investment Advice
Colleagues
Work History
Investment Manager
1420 Fifth Avenue Suite 3200
As an Investment Manager I help business owners, executives and individuals strategically align their personal and financial goals. I help clients set and meet their financial goals by prov...
from Aug 2012
Investment Advisor
1420 5th Ave, Suite 3020 Seattle, Wa 98101
As a Investment Advisor I helped affluent families, trusts and foundations protect their wealth, grow their assets and transition those assets to future generations. I assisted in a variety...
Oct 1999 — Aug 2012
Education
1978 — 1982
Occupations
Professor
School Principal
Executive
Chief Executive Officer
Manager
Survivor
Advisor
School Administrator
Educational Manager
Corporate Executive
Chief Executive
Operations Manager
Reality Show
Skills
Investment Management
Strategic Financial Planning
Retirement Planning
Securities
Bonds
Estate Planning
Budget Monitoring
Stock Management
New Business Development
Business Development
Marketing
Marketing Strategy
Customer Service
Portfolio Management
Investment Strategies
Strategic Planning
Asset Allocation
FAQs about Janet Welcher
What's the profession of Janet Welcher?
This professional's job is Principal, Managing Director
What are the main profession of This professional?
These person's professions are Professor and School Principal
Where does Janet Welcher live?
Buffalo, Wyoming is the place where Janet Welcher currently lives
What is Janet Welcher's email?
Janet's email is ja**@gmail.com and ja**@fulcrumcapllc.com.
Where did Janet Welcher work?
Janet Welcher worked at Badgley Phelps Investment Managers, Paragon Investment Management.
Where has Janet Welcher studied?
Janet studied at the Washington State University from 1978 to 1982.
Are there any certifications Janet Welcher has?
This expert received the following certifications: Series 7, 63, Certified Financial Planner, Washington State Insurance License, Sec, Cfp Board, and State of Washington Insurance Commissioner.
Are there any special awards, that Janet Welcher ever received?
This professional received awards and these awards are: Five Star Wealth Manager Award Multi-Year Winner - Crescendo Business Services, LLC and Champions for Children's - Seattle Children's.