Amy Welcher

Amy Welcher Email and Phone Number

Senior Development Manager @ Principal Global Investors
Ankeny, IA, US
Amy Welcher's Location
Ankeny, Iowa, United States, United States
Amy Welcher's Contact Details

Amy Welcher work email

Amy Welcher personal email

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About Amy Welcher

Amy Welcher is a Senior Development Manager at Principal Global Investors. She possess expertise in financial analysis, strategic financial planning, mutual funds, investments, insurance and 10 more skills.

Amy Welcher's Current Company Details
Principal Global Investors

Principal Global Investors

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Senior Development Manager
Ankeny, IA, US
Amy Welcher Work Experience Details
  • Principal Global Investors
    Senior Development Manager
    Principal Global Investors
    Ankeny, Ia, Us
    View
  • Principal Global Investors
    Senior Development Manager
    Principal Global Investors Oct 2021 - Present
    Des Moines
    View
  • Principal Asset Management
    Senior Development Manager
    Principal Asset Management Sep 2021 - Mar 2023
    View
  • Principal Real Estate Investors
    Acquisition Consultant
    Principal Real Estate Investors Jun 2018 - Present
    • Manage and coordinate due diligence review from Letter of Intent to close of acquisitions and disposition transactions• Assist investment manager and internal counsel with purchase and sale agreement negotiation• Lead and collaborate discussions with internal and external team members for collection and evaluation of due diligence materials • Identify and engage legal counsel, title insurance companies and third-party consultants to perform due diligence services and scrutinize work product for substantive findings and report to team members• Communicate pipeline and coordinate meetings with key stakeholders to review updates and prioritization
  • Principal Financial Group
    Senior Financing Analyst
    Principal Financial Group Mar 2011 - Present
    Des Moines, Iowa Area
    • Review and analyze due diligence for commercial real estate financing transactions• Evaluate and provide risk analysis concerning leases, title, survey, entity documents • Advise underwriters of solutions to mitigate legal and business risk issues • Support new and existing business relationships by providing value added services • Coordinate and monitor all legal and other documentation associated with real estate financing
    View
  • Principal Financial Group
    Investment Accountant
    Principal Financial Group Aug 2007 - Feb 2011
    Des Moines, Iowa Area
    • Performed testing and troubleshooting for accounting system implementation• Analyzed business requirements and proposed solutions to business units• Efficiently completed daily, monthly, and quarterly reconciling• Identified and addressed portfolio discrepancies in a timely manner• Responsible for monthly reporting requirements distributed to internal and external clients
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  • Wells Fargo
    Personal Banker
    Wells Fargo Mar 2006 - Jul 2007
    Clive, Ia
    • Proven experience in cross-selling appropriate retail banking products to clients • Built and maintained customer relationships • Profiled and recognized clients’ needs and proposed recommendations• Developed and exhibited exceptional salesmanship and referral skills

Amy Welcher Skills

Financial Analysis Strategic Financial Planning Mutual Funds Investments Insurance Financial Reporting Accounting Risk Management Financial Modeling Finance Retirement Planning 401k Financial Services Employee Benefits Series 7

Amy Welcher Education Details

Frequently Asked Questions about Amy Welcher

What company does Amy Welcher work for?

Amy Welcher works for Principal Global Investors

What is Amy Welcher's role at the current company?

Amy Welcher's current role is Senior Development Manager.

What is Amy Welcher's email address?

Amy Welcher's email address is we****@****pal.com

What is Amy Welcher's direct phone number?

Amy Welcher's direct phone number is +151524*****

What schools did Amy Welcher attend?

Amy Welcher attended University Of Iowa - Henry B. Tippie College Of Business, Iowa Central Community College.

What skills is Amy Welcher known for?

Amy Welcher has skills like Financial Analysis, Strategic Financial Planning, Mutual Funds, Investments, Insurance, Financial Reporting, Accounting, Risk Management, Financial Modeling, Finance, Retirement Planning, 401k.

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