Janet Welcher
- Role
- Principal, Managing Director at Fulcrum Capital
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
Experience
Principal, Managing Director
Mar 2015 — Present
Fulcrum is a wealth management firm helping individuals and foundations with every aspect of their financial needs through a high-touch, customized approach. Our highly-credentialed investment professionals lead with the wisdom that comes from decades of experience, and an independent culture that fosters the courage and confidence to zig when others zag. We believe a company that takes responsibility to do what\'s right for its employees, customers, community and the environment is in a position to produce positive long-term results for its shareholders.
Education
Washington State University
Business Admin, Finance & Accounting
1978 — 1982
Skills
- Bonds
- Investment Management
- Marketing
- Customer Service
- New Business Development
- Investment Strategies
- Budget Monitoring
- Portfolio Management
- Asset Allocation
- Estate Planning
- Marketing Strategy
- Strategic Planning
- Strategic Financial Planning
- Stock Management
- Business Development
- Retirement Planning
- Securities
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