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Prior to founding Nexus, Mr. Welsh was director of business consulting services for Schwab Institutional®, where he led the development and the marketing of practice management resources for independent RIAs. While at Schwab, he also held senior roles in marketing, advertising, public relations, event strategy and content development. Before joining Schwab, he was a vice president at Merrill Lynch in the Financial Planning Group. Mr. Welsh has a master of business administration degree in finance from the University of Colorado and a bachelor’s degree in economics from the University of California at Berkeley. He holds the Certified Financial Planner designation and is a member of the Financial Planning Association. |