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@straightpathwealth.com
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8 phones found area 269, 574, and 616
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LinkedIn matched
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Ken Welch is listed as CPA & Wealth Advisor at Straight Path Wealth Management, a with 5 employees, based in Jenison, Michigan, United States. AeroLeads shows a work email signal at straightpathwealth.com, phone signal with area code 269, 574, 616, and a matched LinkedIn profile for Ken Welch.
Ken Welch previously worked as COO/CFO at Pace Of Southwest Michigan and Chief Financial Officer at Pace Of Southwest Michigan. Ken Welch holds Bsa, Accounting from Calvin University.
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AeroLeads found 1 current-domain work email signal for Ken Welch. Compare company email patterns before reaching out.
At Straight Path Companies, we provide holistic planning and advice to our clients by offering integrated financial planning and tax services. My approach is to listen first and understand the unique situation of each of my clients to collaborate in creating a custom plan that ensures the accomplishment of current and future goals. Our firm assumes a fiduciary responsibility for all clients which requires us to put client interest first and work hard to do what is best for you. Let us show you how we can improve and simplify your financial and tax situation today!
Listed skills include Auditing, Accounting, Financial Reporting, Fixed Assets, and 10 others.
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Jenison, Michigan, United States
I work with individuals and business owners across our lines of service which include financial planning, investment management, and tax planning. Straight Path integrates these services for our clients resulting in a simple, comprehensive experience. If you have questions or would like to discuss any of these services please reach out!
St Joseph, Michigan, United States
Responsible for direction and oversight of the administrative operations of the organization including the finance department and related reporting, human resources and staffing, Medicare and Medicaid compliance, and the IT/EMR department.PACE of Southwest Michigan is a managed healthcare model that provides all-inclusive care to seniors in Southwest Michigan. The program aims to keep seniors needing nursing home level of care in their homes.
St Joseph, Michigan, United States
Responsible for managing the financial operations of the organization including oversight of the finance department, reporting, provider contract management, budgeting and forecasting, and strategic planning.PACE of Southwest Michigan is a managed healthcare model that provides all-inclusive care to seniors in Southwest Michigan. The program aims to keep seniors needing nursing home level of care in their homes.
Grand Rapids, Michigan, United States
Audit in-charge serving clients in the healthcare, manufacturing, and higher education industries. Responsible for:- Managing the audit engagement through planning, fieldwork, wrap-up, and issuance of deliverables-Communicating audit status, issues, and findings to both managers/partners and client management- Training less experienced auditors as they work through new audit sections- Reviewing workpapers to ensure that the audit process has been properly addressed and work is adequately documented- Managing client relations and fielding client questions during the audit and throughout the year as accounting issues/questions emerge-Researching accounting regulations to ensure proper presentation and disclosure of financial information
St Joseph, Michigan, United States
Held separate summer internships in audit and enterprise risk services. Audit internship included exposure to nonprofit and employee benefit plan engagements. I had exposure to corporate insurance consulting and researched captive insurance domiciles during my enterprise risk services internship.
Benton Harbor, Michigan, United States
Held separate summer internships at Whirlpool in the internal audit and cross products solutions groups. Internal audit experience included a distribution center audit and various public company control walkthroughs, sample testing, and documentation reviews. In the cross products solutions group I performed preliminary product/patent research, undercover mystery shopping, and various other departmental projects.
Other employees you can reach at straightpathwealth.com. View company contacts for 5 employees →
Jaycob Keuning, Cfp®
Colleague at Straight Path Wealth ManagementHudsonville, Michigan, United States
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David Lutz
Colleague at Straight Path Wealth ManagementJenison, Michigan, United States
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Thomas Proos, Cpwa®
Colleague at Straight Path Wealth ManagementJenison, Michigan, United States
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Caitlin Seaver
Colleague at Straight Path Wealth ManagementGrand Rapids Metropolitan Area, United States
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Sam Genzink
Colleague at Straight Path Wealth ManagementGrand Rapids, Michigan, United States
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Madelyn (Lanser) Rozeboom, Cfp®
Colleague at Straight Path Wealth ManagementGrand Rapids, Michigan, United States
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Cara Olson
Colleague at Straight Path Wealth ManagementMarne, Michigan, United States
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Daniel Cook, Cfp®
Colleague at Straight Path Wealth ManagementJenison, Michigan, United States
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Post-grad MBA classes to complete the 150 credit hour requirement for CPA licensure.
Quick answers generated from the profile data available on this page.
Ken Welch works for Straight Path Wealth Management.
Ken Welch is listed as CPA & Wealth Advisor at Straight Path Wealth Management.
AeroLeads has found 1 work email signal at @straightpathwealth.com for Ken Welch at Straight Path Wealth Management.
AeroLeads has found 8 phone signal(s) with area code 269, 574, 616 for Ken Welch at Straight Path Wealth Management.
Ken Welch is based in Jenison, Michigan, United States while working with Straight Path Wealth Management.
Ken Welch has worked for Straight Path Wealth Management, Pace Of Southwest Michigan, Plante & Moran, Pllc, and Whirlpool Corporation.
Ken Welch's colleagues at Straight Path Wealth Management include Jaycob Keuning, Cfp®, David Lutz, Thomas Proos, Cpwa®, Caitlin Seaver, and Sam Genzink.
You can use AeroLeads to view verified contact signals for Ken Welch at Straight Path Wealth Management, including work email, phone, and LinkedIn data when available.
Ken Welch holds Bsa, Accounting from Calvin University.
Ken Welch is listed with skills including Auditing, Accounting, Financial Reporting, Fixed Assets, Tax, Gaap, Assurance, and Financial Accounting.
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