Peter Welsh is a eficient expert, working in Millennium Trust Company main office of which is in 350. on the position of Senior Vice President Retirement Services since 2020. Peter Welsh has earned professional experience in more than seven positions at different companies. Peter Welsh went to the Indiana University School of Law—Indianapolis and received education there from 1991 to 1994. This person has the following qualifications: Certified Public Accountant, Chartered Life Underwriter, and Certified Public Accountant. Indianapolis, Indiana is the city, where the professional was known to settle. Peter's contacts can be accessed through SoftwareOfficial by request.
Name variants:
Petr Welsh,
Pete Welsh,
Petie Welsh,
Petey Welsh
Last updated Jun 12, 2024
Contact Information
Last Update
Jan 29, 2016
Email
pe**@gmail.com
Location
Indianapolis, IN
Company
Workplace
Senior Vice President Retirement Services
Oak Brook, IL
Industry
Financial Services, Trust Management, Trusts, NEC, Offices of Bank Holding Companies
Colleagues
Work History
Senior Vice President Retirement Services
2001 Spring Rd SUITE 700, Oak Brook, IL 60523
from Sep 2020
Director of Retirement Services
9000 Keystone Xing SUITE 700, Indianapolis, IN 46240
Responsible for the Retirement Services Practice at Thurston Springer which includes the policies and procedures for our go to market sales and service activities within the qualified retire...
from Mar 2019
Vice President and Managing Principal
1 American Sq, Indianapolis, IN 46282
In a world where stability can be hard to find, you can count on the companies of OneAmerica®. We provide retirement and employee benefit plans, individual life insurance, annuities and asse...
Jan 2010 — Dec 2018
Managing Director
Massachusetts
Providing timely, relevant and forward facing intelligence to the top broker dealers and investment providers in the financial services industry. Pulse Logic specializes in Distribution Stra...
Jun 2009 — Jan 2010
Western Divisional Sales Director
Pennsylvania
Responsible for Managing Western US for Lincoln Financial Distributors Intermediary 401k Sales practice. Managed 17 field wholesalers while working with home office personnel to stream line ...
Apr 2008 — Jun 2009
Senior Vice President
Worked as a wholesaler, sales manager, and 5 years as part of Transamerica's Senior Management team. Functional responsibilities included national accounts and distribution channel strategi...
Jan 1998 — Mar 2008
Senior Vice President
Maryland
Worked as a wholesaler, sales manager, and 5 years as part of Transamerica's Senior Management team. Functional responsibilities included national accounts and distribution channel strategie...
Jan 1998 — Mar 2008
Education
1991 — 1994
1984 — 1988
Occupations
Executive
Vice President
Accountant
Finance and Accounting Specialist
Chief Executive Officer
Sales Specialist
Agent
Marketer
Brand Planner
Chief Executive
Accounting Bookkeeper
Bookkeeper
Corporate Executive
Sales Representative
Brand Representative
Marketing Manager
Skills
401K
Investments
Management
Financial Services
Executive Management
Asset Allocation
Strategic Planning
Sales Management
Investment Advisory
Financial Advisory
Business Strategy
401 Retirement Savings Plans
Retirement Services
Private Piloting
Multiple Employer Plans
Instrument Rated Pilot