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

  1. Managing Director, Portfolio Manager

    Principal Asset Management

    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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Randy Welch — Managing Director, Portfolio Manager at Principal Asset Management in Des Moines, IA, US | Unifers