Dave Welling
Corporate Officer/Principal chez ADVENT SOFTWARE, INC.
Profil
David Charles Welling is currently the Chief Executive Officer at Mercer Global Advisors, Inc., REGIS ACQUISITION INC., and Mercer Advisors, Inc. He also holds the position of Senior VP & General Manager-Black Diamond at Advent Software, Inc. In the past, he has worked as a Director at YCharts, Inc., Vice President at Charles Schwab & Co., Inc., and Chief Solutions Officer at Black Diamond Performance Reporting LLC.
Mr. Welling completed his undergraduate degree at Middlebury College and holds an MBA from Stanford Graduate School of Business.
Postes actifs de Dave Welling
| Sociétés | Poste | Début |
|---|---|---|
| ADVENT SOFTWARE, INC. | Corporate Officer/Principal | 01/01/2011 |
Mercer Global Advisors, Inc.
 Mercer Global Advisors, Inc. Investment ManagersFinance Mercer Global Advisors, Inc. (Mercer Advisors) is a SEC-registered investment advisor headquartered Denver, Colorado. The firm was founded by Kendrick Mercer in 1985. They are a subsidiary of Mercer Advisors Intermediate Holdings, Inc., which is owned by Mercer Advisors, Inc. Mercer Advisors provides discretionary and/or non-discretionary investment advisory services on a fee basis to individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments. | Chief Executive Officer | 01/01/2017 |
Mercer Advisors, Inc.
 Mercer Advisors, Inc. Investment ManagersFinance Mercer Advisors, Inc. engages in the provision of a wealth management solutions. It offers financial planning, investment management, estate planning, tax planning, and corporate trustee. The company was founded by Howard Rochestie, Gene Dongieux, and Kendrick Mercer in 1985 and is headquartered in Denver, CO. | Chief Executive Officer | 01/06/2017 |
REGIS ACQUISITION INC.
 REGIS ACQUISITION INC. Investment ManagersFinance Part of Mercer Advisors, Inc., Regis Acquisition Inc. is a private company that provides investment advice. The company is based in Denver, CO. The company was founded in 2003. The CEO is David Charles Welling. | Chief Executive Officer | - |
Anciens postes connus de Dave Welling
| Sociétés | Poste | Fin |
|---|---|---|
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Corporate Officer/Principal | - |
YCharts, Inc.
 YCharts, Inc. Packaged SoftwareTechnology Services YCharts, Inc. provides online stock and financial data information. The firm offers insights on company valuation, growth and profitability trends in areas, such as market capitalization, revenue, net income, cash on hand, free cash flow, earnings per share, revenue growth, price to earnings and dividend yield. It focuses on industries such as biotechnology, drug, networking and investment brokers. The company was founded by Shawn Carpenter and Ara Anjargolian, Brian Hand, Michael W. Ferro Jr., Jai Shekhawat and Barney Merrick Harford in January 2009 and is headquartered in Chicago, IL. | Director/Board Member | - |
Black Diamond Performance Reporting LLC
 Black Diamond Performance Reporting LLC Miscellaneous Commercial ServicesCommercial Services Black Diamond Performance Reporting LLC provided web-based, outsourced portfolio management and reporting platforms for independent advisors. The company was headquartered in Jacksonville, FL. | Corporate Officer/Principal | - |
Formation de Dave Welling
| Middlebury College | Undergraduate Degree |
| Stanford Graduate School of Business | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Advent Software, Inc.
 Advent Software, Inc. Information Technology ServicesTechnology Services Advent Software, Inc. offers software and services that automate work flows and data across investment management organizations. It develops, markets, and sells software products, Software-as-a-Service, hosting services, and data interfaces. The company was founded by Stephanie G. DiMarco in 1983 and is headquartered in San Francisco, CA. | Technology Services |
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Finance |
Mercer Advisors, Inc.
Mercer Advisors, Inc. Investment ManagersFinance Mercer Advisors, Inc. engages in the provision of a wealth management solutions. It offers financial planning, investment management, estate planning, tax planning, and corporate trustee. The company was founded by Howard Rochestie, Gene Dongieux, and Kendrick Mercer in 1985 and is headquartered in Denver, CO. | Finance |
Mercer Global Advisors, Inc.
Mercer Global Advisors, Inc. Investment ManagersFinance Mercer Global Advisors, Inc. (Mercer Advisors) is a SEC-registered investment advisor headquartered Denver, Colorado. The firm was founded by Kendrick Mercer in 1985. They are a subsidiary of Mercer Advisors Intermediate Holdings, Inc., which is owned by Mercer Advisors, Inc. Mercer Advisors provides discretionary and/or non-discretionary investment advisory services on a fee basis to individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments. | Finance |
YCharts, Inc.
YCharts, Inc. Packaged SoftwareTechnology Services YCharts, Inc. provides online stock and financial data information. The firm offers insights on company valuation, growth and profitability trends in areas, such as market capitalization, revenue, net income, cash on hand, free cash flow, earnings per share, revenue growth, price to earnings and dividend yield. It focuses on industries such as biotechnology, drug, networking and investment brokers. The company was founded by Shawn Carpenter and Ara Anjargolian, Brian Hand, Michael W. Ferro Jr., Jai Shekhawat and Barney Merrick Harford in January 2009 and is headquartered in Chicago, IL. | Technology Services |
REGIS ACQUISITION INC.
REGIS ACQUISITION INC. Investment ManagersFinance Part of Mercer Advisors, Inc., Regis Acquisition Inc. is a private company that provides investment advice. The company is based in Denver, CO. The company was founded in 2003. The CEO is David Charles Welling. | Finance |
Black Diamond Performance Reporting LLC
Black Diamond Performance Reporting LLC Miscellaneous Commercial ServicesCommercial Services Black Diamond Performance Reporting LLC provided web-based, outsourced portfolio management and reporting platforms for independent advisors. The company was headquartered in Jacksonville, FL. | Commercial Services |
