Rolf Welch
Advyzon Investment Management, LLC. (AIM)
Richmond, VA, US
EMAILS
r••••••••@advyzonim.com
MOBILE NUMBERS
+14•••••••58
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WORK HISTORY
Present
@Advyzon Investment Management, LLC. (AIM)
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EDUCATION
1997 — 1997
Boston University
London Study Abroad Program, International Economics
1995 — 1999
Bucknell University
Bachelor of Arts - BA, Economics
SKILLS
Capital MarketsSeries 7Sales ManagementWealth ManagementStock LendingSales OperationsForeign Exchange (Fx) TradingFixed IncomeSeries 63Investment BankingAsset ManagementBloombergMargin FinancingEtfsValuationManagementInvestmentsCustomer Relationship Management (Crm)Mutual FundsEquitiesPortfolio ManagementAccount ManagementHedge FundsFinancial Modeling
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