Trace Welch is a eficient professional, working in Coalition For Inclusive Capitalism main office of which is in 4. as a Thought Leadership Manager since 2018. This expert gained professional experience in more than eight positions at various companies. Trace Welch went to the Columbia Business School and got education there from 2015 to 2017. Trace has the following qualifications: Chartered Financial Analyst, Cfa and Chartered Alternative Investment Analyst, Caia. New York, New York is the area, where this expert was lastly known to settle. This professional's phone and email are accessed through SoftwareOfficial by request.
Name variants:
Trace Welch
Last updated Jun 23, 2024
Contact Information
Last Update
Jul 10, 2022
Email
tr**@sblfinancial.com
Location
New York, NY
Company
Coalition For Inclusive Capitalism
Workplace
Thought Leadership Manager
Work History
Thought Leadership Manager
750 Lexington Ave, New York, NY 10022
May 2018 — Aug 2019
Inspire Impact Mba Fellow
New York, NY
Inspire Impact is a summer fellowship program which pairs top MBA students with nonprofits, social ventures, and corporations' CSR departments to help the organizations develop sustainable b...
May 2016 — Aug 2016
Research Analyst and Trader
4840 Pearl East Cir SUITE 300E, Boulder, CO 80301
Sargent Bickham Lagudis is a Registered Investment Advisor whose purpose is to provide active investment guidance, problem solving and wealth preservation. We have nearly 200 years combined ...
Nov 2010 — Mar 2014
Client Service
1 Commerce St SUITE 800, Montgomery, AL 36104
Welch Hornsby was founded in 1988 as a Registered Investment Advisor with the Securities and Exchange Commission. We are a regional, independent, fee-only investment advisor serving clients ...
Jul 2009 — Nov 2010
Education
2015 — 2017
2005 — 2009
Occupations
Executive
Director
Manager
Organization Management
Non-Profit
Operations Manager
Skills
Portfolio Management
Dcf Valuation
Security Analysis
Microsoft Excel
Asset Managment
Investment Management