"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
Biography: 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 over 7 years’ experience in the financial services sector as a Senior Accountant/Financial Analyst. 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.