Senior Financial Analyst
“Our mission is to preserve and grow client assets to protect their present and enable their future.”
- Joined Polen Capital: 2015
- Education: B.S. in Computer Information Systems (Magna Cum Laude) from Livingstone College and an M.B.A. from Nova Southeastern University
- Primary Responsibility: Is a member of the Business Management team and is responsible for the preparation of monthly financial reporting, analyzing financial data and budget information and providing support for the month-end and year-end close process
- Special Interests: Traveling, spending time with family and dining out
Ms. Welch joined Polen Capital in 2015. She received her B.S. in Computer Information Systems from Livingstone and received her M.B.A. from Nova Southeastern University. She has worked with Credit Suisse Investment and Private Banking as a Financial Accountant, Norwegian Cruise Line as a lead Senior Accountant, and Office Depot/Office Max merger as a Senior Accountant.
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