Rick Welsh
My Background
Education:
BSBA- Marketing- University of Missouri Columbia 1987
CEBS- Certified Employee Benefits Specialist- Wharton School University of Pennsylvania & ISEBS 2000
CFP- Certified Financial Planner- 2003
Formerly Securities Licensed with Series 7, Series 6 and 63 Securities Licenses
Career Experence:
2006 - Present - Founded Welsh & Associates as an independent Employee Benefit practice dedicated to large employers and businesses with unique employee population needs. Particular expertise with large group self insurance, captives, and reference based pricing. Specific industry concentrations include contractors, trucking, nursing home and 1099 contract employee populations.
1994 - 2006 - Sales and Management- Group Health Insurance. Entered the Group Health industry as an insurance company rep with Home Life Insurance selling through local brokers throughout the midwest large group self insured programs. Later moved to the brokerage side in Kansas City with Metzler Bros Insurance Agency and Country Club Financial Services.
1987 - 1994 - Commercial financial sales and management roles with Transamerica Commercial Finance and Commerce Bank. Primary responsibilities included identification and management of client relationships in the larger $1 Million + accounts.
