Jeff Welte
AVP, Deferred Compensation
- Role
- AVP, Deferred Compensation at LPL Financial
- Location
- Orlando, FL, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
AVP, Deferred Compensation
Apr 2023 — Present
Education
Grove City College
Bachelor of Arts (BA)
1983 — 1987
Columbia University
C Programming
1994 — 1995
Skills
- Business Process Improvement
- 401k
- Insurance
- Process Improvement
- Equities
- Relationship Management
- Outsourcing
- Executive Pay
- Investments
- Customer Relationship Management (Crm)
- Retirement
- Strategic Financial Planning
- Business Analysis
- Employee Benefits
- Finance
- Pension Funds
- Pensions
- Retirement Planning
- Defined Benefit
- Asset Allocation
- Mutual Funds
- Risk Management
- Finra Series 6
- Financial Services
- Crm
- Defined Contribution
- Vendor Management
- Financial Planning
- Non-Qualified Deferred Compensation
- Coli
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