Angella Welcome
Helping Individuals and Families Make Confident, Tax-Smart Financial Decisions | Wealth Management · Retirement · College · Legacy Planning
- Role
- Wealth Advisor at Pioneer Wealth Management Group
- Location
- Albuquerque, NM, US
- LinkedIn followers
- 500 followers
About Angella Welcome
You love what you do—but you also want options. You worked hard to build your…
Experience
Wealth Advisor
Pioneer Wealth Management Group
Apr 2024 — Present
Helping individuals, families, and business owners feel at peace, gain clarity, and optimize their financial lives so that they can achieve their biggest and most important life goals.
Education
The American College of Financial Services
Tax Planning Certificate Program
New York University
French Translation
2014 — 2015
University of Nevada-Las Vegas
Bachelor’s Degree, French Language & Literature, Minor in Piano Performance
2001 — 2007
University of Pau and Adour Countries
French Language and Literature
UNM Anderson School of Management
Master of Business Administration (M.B.A.)
2015 — 2017
Skills
- Strategic Planning
- Tableau
- Powerpoint
- Google Analytics
- Salesforce.com
- Sas
- Leadership
- Vlookup
- French
- Presentation Skills
- Microsoft Office
- Sales
- Qualtrics
- Data Analysis
- Pivot Tables
- Morningstar
- Management
- Sql
- Visio
- Translation
- Employee Training
- Public Speaking
- Financial Statement Analysis
- Spss
- Thomsonone
- R
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