Randy Welch
Managing Director, Portfolio Manager
- Role
- Managing Director, Portfolio Manager at Principal Asset Management
- Location
- Des Moines, IA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Managing Director, Portfolio Manager
Sep 1989 — Present
Portfolio Manager for the Principal LifeTime Funds, Principal LifeTime CIT, Principal Hybrid CIT and Principal LifeTime Hybrid Funds.* Portfolio Manager for the Core/Satellite Funds.* Portfolio Manager for New Mexico 529 SE Funds.
Skills
- Defined Benefit
- Due Diligence
- Investment Advisory
- 401k
- Asset Allocation
- Financial Advisory
- Investments
- Series 63
- Mutual Funds
- Morningstar
- Retirement
- Portfolio Management
- Alternative Investments
- Investment Strategies
- Investment Advisory Services
- Finra
- Uniform Combined State Law
- Series 6
- Series 7
- Retirement Planning
- Securities
- Wealth Management
- Investment Management
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