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@mtrustcompany.com
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4 phones found area 312 and 317
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Peter Welsh is listed as Managing Director I Retirement and Wealth at Inspira Financial, based in Indianapolis, Indiana, United States. AeroLeads shows a work email signal at mtrustcompany.com, phone signal with area code 312, 317, and a matched LinkedIn profile for Peter Welsh.
Peter Welsh previously worked as Vice President Qualified Plans at Jarredbunch Consulting, Llc and Vice President and Managing Principal at Oneamerica Retirement Services. Peter Welsh holds Jd, Tax And Business Law from Indiana University Robert H. Mckinney School Of Law.
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AeroLeads found 1 current-domain work email signal for Peter Welsh. Compare company email patterns before reaching out.
Multi-faceted retirement industry career covering professional services, sales, and sales management, product development, marketing, distribution and national accounts, relationship management, and senior level management. These various experiences allow me to bring a unique perspective to the retirement challenges facing employers and employees. ...also enjoy running on a daily basis with my German Shepherd and flying my airplane to new and interesting spots!Specialties: Sales, Senior Management, Retirement Services, Financial Services, Consulting
Listed skills include 401K, Investments, Management, Financial Services, and 12 others.
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Oak Brook, Illinois, United States
Responsible for leading the Retirement and Wealth Division for Inspira Financial, including our Auto Rollover, Self Directed IRAs, Fund Custody, and 1031 Exchange businesses.
Indianapolis, Indiana
Responsible for managing the Qualified Plans Division for JarredBunch Consulting. Develop processes, procedures, and strategies for our advisors to grow and service our expanding book of business, while continuing to grow my own clients including both retirement plans and individual planning clients.
Indianapolis, Indiana Area
Managing Principal for OneAmerica Retirement Services LLC. Responsible for Investments, Product, National Accounts, Sales, Field Service, and Distribution for the Retirement Services Division. Work collaboratively with Operations to drive our business results, and part of the Senior Management Team of the Division.
Providing timely, relevant and forward facing intelligence to the top broker dealers and investment providers in the financial services industry. Pulse Logic specializes in Distribution Strategies, Macro Trends, Product Input, and Branding Opportunities while seeking collaboration between distribution entities and the product vendors who serve them.
Responsible for Managing Western US for Lincoln Financial Distributors Intermediary 401k Sales practice. Managed 17 field wholesalers while working with home office personnel to stream line product and distribution strategies.
Worked as a wholesaler, sales manager, and 5 years as part of Transamerica's Senior Management team. Functional responsibilities included national accounts and distribution channel strategies for TPAs, Banks, Payroll Firms, Wirehouses, and Independent Broker Dealers.
Activities and Societies: Recipient: Hall Render Killian Heath Lyman Tax Award
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Peter Welsh works for Inspira Financial.
Peter Welsh is listed as Managing Director I Retirement and Wealth at Inspira Financial.
AeroLeads has found 1 work email signal at @mtrustcompany.com for Peter Welsh at Inspira Financial.
AeroLeads has found 4 phone signal(s) with area code 312, 317 for Peter Welsh at Inspira Financial.
Peter Welsh is based in Indianapolis, Indiana, United States while working with Inspira Financial.
Peter Welsh has worked for Inspira Financial, Jarredbunch Consulting, Llc, Oneamerica Retirement Services, Pulse Logic, and Lincoln Financial Distributors.
You can use AeroLeads to view verified contact signals for Peter Welsh at Inspira Financial, including work email, phone, and LinkedIn data when available.
Peter Welsh holds Jd, Tax And Business Law from Indiana University Robert H. Mckinney School Of Law.
Peter Welsh is listed with skills including 401K, Investments, Management, Financial Services, Executive Management, Asset Allocation, Strategic Planning, and Sales Management.
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