Welton Street Investments
Industry: Company
DescriptionFounded: 2004 Parent organization: Welton Street Holdings, LLCFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee outside Moved, closed, or was never hereReportWelton Investment PartnersWebsiteDirections Saved (0) Saved Save Investment service in Carmel, California Address: Eastwood Building, San Carlos Street between 5th & 6th, Carmel-By-The-Sea, CA 93921 Phone: (831) 626-5190: Place name: Website: : Category: : : : : Hours: Website: http://www.welton.com/ Category: Investment service Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Welton Investment Partners Posting publicly on the Web Write a review Reviews Be the first to review
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Welton Street Investments Employees
Comcast Wholesale May 2014 - Present
The Great Online May 2013 - May 2014
Avnet Services: IBM Practice (formerly Ascendant Technology) April 2012 - May 2013
Global Technology Resources, Inc. August 2010 - April 2012
Business Network Consulting March 2007 - 2010
Welton Street Investments October 2006 - February 2007
Brokers' Choice of America February 2005 - 2006
Skills
Google Analytics, Google Adwords, SEO, SEM, PPC, Email Marketing, Web Marketing, Content Development, Marketing Strategy, Marketing, Lead Generation, Strategic Partnerships, Social Media Marketing, E-commerce, Salesforce.com, Online Marketing, Digital Marketing
Education
Iowa State University 2000 — 2004
B.A., Advertising, Psychology
Presidential Brokerage, Inc. - America's Retirement Store September 2015 - Present
Ziegler July 2013 - August 2015
AthenaInvest January 2011 - June 2013
Cetera Advisors LLC February 2010 - November 2010
Welton Street Investments April 2007 - September 2009
Fidelity Investments August 2004 - July 2006
Charles Schwab 1991 - 2004
Skills
Certified Financial..., Mutual Funds, Investments, Sales Management, Sales Process, Relationship Management, Financial Advisory, Estate Planning, Financial Services, Wealth Management, Retirement Planning
Education
University of California, Berkeley 1978 — 1982
BA, History
Welton Street Investments April 2005 - September 2010
Skills
Alternative Investments, Series 7, Investments, Securities, Portfolio Management, Risk Management, Series 63, Mutual Funds
Education
Colorado State University 1997 — 2001
Bachelor of Science (BS)
Live Green Real Estate, LLC 2004 - Present
AT&T Mobility December 2013 - April 2015
General Dynamics Information Technology February 2012 - August 2013
Welton Street Investments July 2008 - February 2009
Unique Properties 2007 - 2008
Mobilitie 2005 - 2007
Datanet, LLC 2005 - 2007
Marcus & Millichap 2003 - 2005
Metro Brokers Downtown Denver 1999 - 2003
Skills
Argus Modeling, Valuation, Real Estate, Investments, Investment Properties, Property Management, Real Estate Transactions, Contract Negotiation, Commercial Real Estate, Due Diligence, Sales, Leases, Real Estate Economics, Property, Residential Homes, Brokerage, Entrepreneurship
Education
University of Colorado Denver 2003 — 2007
MBA, Business
University of Northern Iowa 1993 — 1998
Bachelor of Business Administration, Psychology
Baceline Investments August 2009 - Present
Welton Street Investments June 2006 - June 2009
Welton Street Investments April 2005 - June 2006
Skills
Real Estate
Education
Colorado State University 2000 — 2004
FINRA Series 22 License
FINRA Series 63 License
Safe Harbour Equity, Inc. January 2010 - Present
The Pacific Group July 2013 - February 2015
California Self Storage Association January 2005 - January 2013
CCIM - NorCal March 2003 - February 2012
Tsunami Press 2009 - 2012
Sperry Van Ness January 2004 - December 2009
Welton Street Investments May 2006 - May 2008
Tetra Tech / Whalen 1999 - 2001
Skills
Self Storage, Disposition, Brokerage, Real Estate, Real Estate Economics, Investments, Investors, Real Estate Transactions, Entitlements, Property Management, Facilities Management, Mortgage Lending, Real Property, Real Estate Development, Leases, Investment Properties, Real Estate Financing, Loans, Private Equity, Commercial Real Estate, Joint Ventures, Location Intelligence, Portfolio Management, Property, Acquisitions, Corporate Real Estate, Asset Management, Apartments, Shopping Centers, Valuation, Appraisals, Sellers, REO, Due Diligence, Rentals, Residential Homes, Foreclosures, Condos, Short Sales, Land Acquisition, Tenant, Single Family Homes, Funding, Financial Structuring, Asset, Landlords
Education
University of Pennsylvania - The Wharton School 1971 — 1975
economics, real estate
GES EMEA July 2014 - Present
Independent Contractor 2006 - Present
Colorado Community Health Network January 2013 - May 2014
Valley-Wide Health Systems November 2010 - January 2013
Welton Street Investments December 2007 - June 2009
Centrix Financial Grand Prix of Denver 2004 - 2006
Kroenke Sports Enterprises at Pepsi Center 2002 - 2004
Skills
Event Planning, Marketing Communications, Event Management, Customer Relations, Microsoft Office, Supervisory Skills, Production, Budgets, Customer Service, Advertising, Marketing, Marketing Strategy, Team Leadership, Management
Education
Colorado State University-Pueblo 1998 — 2000
Bachelors of Science, Mass Communications/Recreation
Otero Junior College 1991 — 1993
Associate of Arts, Liberal Arts and Sciences, General Studies and Humanities
NorthStar Asset Management Group Inc. October 2013 - Present
NorthStar Realty Securities July 2011 - September 2013
NorthStar Realty Securities April 2010 - July 2011
Welton Street Investments February 2008 - February 2009
Welton Street Investments May 2007 - February 2008
UBS November 2005 - December 2006
Skills
Investments, Leadership, Selling, Business Development, Series 7, Product Management, Marketing, Sales Management, Sales
Education
University of Colorado at Boulder 1994 — 1998
Bachelor of Arts, Psychology
University of Colorado Denver 2004 — 2005
MBA, Finance, Entrepreneurship
Chicago Department of Aviation October 2010 - Present
Sperry Van Ness / Investment Properties Advisors, LLC March 2001 - March 2011
Welton Street Investments June 2006 - November 2009
Investment Property Advisors, LLC March 2001 - September 2007
Skills
Asset, Real Estate Development, Asset Managment, Investments, Sellers, Management, Buyer Representation, Disposition, Property, Loans, New Business Development, Entrepreneurship, Commercial Real Estate, Finance, Portfolio Management, Contract Negotiation, Marketing, Real Estate Economics, Funding, Short Sales, Negotiation, Business Development, Affordable Housing
Education
The University of Chicago Booth School of Business 1970 — 1972
MBA, Finance, Marketing
Roosevelt University 1966 — 1968
BSBA, Marketing
Wright City College of Chicago 1963 — 1965
Associates of arts, marketing
Investment Wealth Solutions January 2010 - Present
Berthel Fisher and Company Financial Services September 2009 - Present
Realty Exchange Solutions 2009 - 2010
Welton Street Investments 2008 - 2009
RCM Realty Advisors January 2002 - January 2007
Robert Half International January 1996 - January 2002
DHL 1997 - 1999
Skills
Real Estate Investment, 1031 Exchanges, Sellers, Securities Investments, Alternative Investments, Money Management, Retirement Planning, Income Strategies, Portfolio Optimization, Investments, Real Estate
Education
Golden Gate University
MBA, Real Estate and Finance
University of Cincinnati
Mr. Meyer holds a MBA, Finance and Real Estate
Wealth Advisory Associates, LLC November 2011 - October 2012
Lindner Capital Advisors, Inc November 2010 - November 2011
Andrews Securities, LLC June 2010 - November 2010
Welton Street Investments December 2008 - March 2010
RBC Insurance November 2006 - December 2008
Nationwide Financial January 2005 - October 2006
Nationwide Financial October 2003 - December 2004
CitiStreet 2002 - 2003
Independent Financial Advisor 2000 - 2002
Skills
Mutual Funds
Education
Missouri State University
Steelhead Composites August 2014 - Present
SEED Marketing Studio August 2008 - Present
Industrial Cooling Solutions August 2013 - August 2013
Cooling Tower Depot, Inc. December 2010 - July 2013
MasterTech Services, Inc. December 2010 - July 2013
BodyLab Fitness October 2009 - November 2010
Chatterpillars Therapy Center May 2009 - November 2010
netFactor August 2008 - March 2010
The Maris Group - Denver 2010 - 2010
Welton Street Investments October 2006 - May 2008
Skills
Graphic Design, Database Administration, Email Marketing, Marketing Strategy, Marketing Communications, Direct Marketing, Art Direction, Marketing Management, Social Media, Online Marketing, Integrated Marketing, Adobe Creative Suite, Creative Direction, Digital Marketing, Strategic Planning, Product Marketing, Trade Shows, Lead Generation, Salesforce.com, Marketing Automation, Advertising, Management, Multi-channel Marketing, Business Development, Marketing, Market Research, Sales, CRM, Direct Mail, Team Building, Customer Acquisition, Strategy, Social Media Marketing, Online Advertising, Leadership, Content Marketing, Strategic Partnerships, Project Management, Contract Negotiation, Online Lead Generation, Mobile Marketing, New Business Development, B2B, Demand Generation, SEM, Sales Process, SEO, B2B Marketing, Corporate Communications, Website Development
Education
Metropolitan State College of Denver 1996 — 1998
BS, Psychology/Biology
University of Colorado at Boulder 1989 — 1991
Bachelor of Science, Psychology, Biology
Douglas County High School
ClearVision Funding February 2013 - Present
OGI Mortgage Bankers February 2012 - January 2013
Innovative Lease Services January 2011 - March 2012
Irvine Company November 2009 - May 2010
Private Asset Group Inc. October 2007 - May 2010
Welton Street Investments January 2006 - October 2007
Clearpath Lending Solutions -SCME Mortgage Bank July 2005 - June 2006
Countrywide Wholesale November 1998 - July 2005
Skills
Customer Acquisition, Direct Sales, Implementing Processes, Account Retention, New Business Development, Customer Retention
Education
San Diego State University-California State University 1993 — 1997
Bachelor's degree, Kinesiology and Exercise Science
MONARCH INVESTMENT AND MANAGEMENT GROUP, LLC October 2010 - April 2013
WELTON STREET INVESTMENTS May 2005 - June 2010
GOLD CROWN MANAGEMENT January 2002 - May 2005
Skills
Colorado Real Estate..., Series 7 License
Education
Colorado State University 1998 — 2002
Bachelor of Business Administration (B.B.A.), Finance/Real Estate
Colorado College 1997 — 1998
Deutsche Asset & Wealth Management December 2009 - Present
Welton Street Investments November 2008 - December 2009
DWS Investments July 1998 - November 2008
Liberty Financial Investments January 1992 - July 1998
Skills
Mutual Funds, Currency, Alternative Investments, CAIA, Bonds, ETFs, Pensions, Investments, 401k, Financial Advisory, Series 7
Education
University of Massachusetts, Amherst 1981 — 1984
B.A., Economics
REACH Community Development June 2012 - Present
Sperry Van Ness April 2009 - May 2012
Welton Street Investments May 2007 - June 2009
Coldwell Banker Commercial July 2005 - April 2009
Mountain West Jennings September 2000 - July 2005
Princeton Property Management September 1997 - August 2000
College Housing Northwest September 1987 - July 1997
Skills
Valuation, Disposition, Real Estate, Investment Strategy, Acquisitions, Strategic Planning, Management Consulting, Operations Management, Asset Management, Commercial Real Estate, Social Media, Marketing Strategy, Apartments, Multifamily Expertise, Self Storage, Team Building, Team Management, Commercial Leasing, Leadership Development, Customer Service, Student Housing, Sports Coaching, Fishing, Hiking, Non-profit Volunteer, Board of Director..., Property Management, Purchasing, Sustainability, Economic Development, Site Selections, Scouting, Asset Managment, Investment Strategies, Investments, Land Acquisition, Lease Administration, Lease Negotiations, Location Intelligence, Multi-family, Real Estate Development, Real Estate Economics
Education
Oregon State University 1980 — 1986
B.S.
ShopperBridge January 2015 - Present
Taptica December 2014 - May 2015
xAd September 2014 - November 2014
DataXu May 2012 - September 2014
Velti September 2010 - May 2012
Velti August 2009 - September 2010
Welton Street Investments September 2008 - December 2008
CORE Realty Holdings, LLC May 2008 - August 2008
Wells Fargo Advisors, LLC May 2006 - August 2006
Education
Regis University 2003 — 2007
BS, Business Finance
La Vita Bella Concierge November 2009 - Present
Mercury Payment Systems August 2012 - June 2013
Intuit January 2010 - March 2011
Metropolis Enterprise Strategies January 2009 - July 2009
The Staubach Company July 2007 - September 2007
Welton Street Investments January 2007 - April 2007
U of C Credit Union September 2006 - December 2006
Nordstrom at Park Meadows Mall/ Flatirons Mall April 2005 - September 2006
Skills
Advertising, Marketing, Social Networking, Database Marketing, CRM, Real Estate Marketing, Data-driven Marketing, Sales, Social Media Strategist, Social Media, Customer Service, Public Relations, Direct Marketing, Sales & Marketing..., Marketing for Small..., Brand Development, Web Design, Team Leadership, Brand Management, Salesforce.com, Sponsorship Generation, Sponsorship, Luxury Brand Marketing, Thrive in..., Teamwork, Competitive Analysis, Long-term Customer..., Social Media Marketing, Team Building, SEO, Web Analytics, E-commerce SEO, Project Management, Merchant Accounts, Successful Business..., Catering, Concierge Services, Microsoft Office, Adobe Creative Suite, Sponsorship Relations, Management, Sales Management, Loss Prevention, Customer Retention, Networking, Adobe Design Programs, Photoshop, Pagemaker, Commercial Real Estate...
Education
University of Colorado Boulder 2002 — 2006
Bachelor of Arts, communication w; Marketing and Public Relations
Colliers International 1990 - Present
Welton Street Investments September 2006 - August 2009
Skills
Real Estate, Commercial Real Estate, Disposition, Brokerage, Location Intelligence, Real Estate Economics, Leases, Corporate Real Estate, Real Estate Transactions, Real Estate Development, Tenant, Tenant Representation, Landlords, Investment Properties, Property Management, Lease Negotiations, Selling, Lease Administration, Land Acquisition, Investments, Commercial Leasing
Education
Denison University 1984 — 1987
BA, Psychology
Farmers Insurance June 2014 - Present
Haydel, Biel & Associates February 2014 - June 2014
Professional Tax and Financial Services November 2011 - March 2013
Welton Street Investments November 2008 - January 2010
Security Benefit Group August 2005 - November 2008
Lincoln Financial May 2004 - July 2005
Allianz 2000 - 2003
SunAmerica 1993 - 1999
Skills
Annuities, Alternative Investments, Asset Management, Series 6, Real Estate Investment, Mutual Funds, Series 63, Retirement Planning, Sales Management, New Business Development, Public Speaking, Customer Relations, IRA's, Wholesaling, Consultative Selling, Fixed Annuities, Asset Managment, IRAs, Insurance, Selling, Financial Services, Investments, Investment Properties, Customer Service, Strategic Financial..., Equities, Retirement, CRM, Financial Advisory, Entrepreneurship, Wholesale, Marketing Strategy, Marketing, Series 7, Account Management, Sales, Investment Strategies, Sales Operations, 401k
Education
California State University-Northridge
BS, Food Technology, Business
RE/MAX PLATINUM - Commercial Division May 2010 - September 2014
Daneman Realty, Inc. February 1991 - November 2010
Welton Street Investments March 2006 - December 2009
Skills
Commercial Real Estate, Investment Properties, Real Estate Development, Investments, Real Estate, Real Estate Transactions, 1031 Exchanges, Sellers, Due Diligence, Brokerage, Real Property, REO, Foreclosures, Asset Managment
Education
University of California, Berkeley, Haas School of Business 1981 — 1983
MBA, Business Admin: Real Estate/Public Policy
Lewis and Clark College 1975 — 1979
NorthStar Securities, LLC May 2010 - Present
Welton Street Investments February 2006 - August 2010
Dividend Capital September 2003 - February 2006
Skills
Series 7, Series 63, Alternative Investments, Mutual Funds, Series 24, Investments, Securities, Series 6, Investment Advisory, FINRA, Series 65, Asset Allocation, Investment Strategies, Financial Services, Variable Annuities, Investment Properties, Real Estate, Private Placements, Wholesale, Retirement Planning, Wealth Management, Insurance, REIT, Retirement, Portfolio Management, Salesforce.com, Sales Management, Marketing, Life Insurance, Sales
Education
Colorado State University
Seeking Great Opportunity January 2015 - Present
Sunshine Silver Mines Corporation August 2011 - January 2015
Newmont Mining Corporation October 2009 - August 2011
Welton Street Investments January 2006 - June 2009
RBC Capital Markets March 2004 - June 2005
The Wallach Company February 2000 - February 2004
Lehman Brothers January 1996 - January 2000
Lehman Brothers 1997 - 2000
CHEVRON CHEMICAL COMPANY January 1991 - January 1995
Education
The University of Chicago - Booth School of Business 1995 — 1997
MBA
University of Colorado at Boulder 1987 — 1991
BSChemE
Kent Denver
Kent Denver
NorthStar Securities July 2012 - Present
NorthStar Realty Securities May 2010 - September 2012
Welton Street Investments 2007 - 2010
Welton Street Investments 2007 - 2010
Skills
Series 7, Salesforce.com, Alternative Investments, Customer Relations, Negotiation, Advertising, Investments, Securities, Selling, Real Estate, Mutual Funds, Investment Properties, Fundraising, Sales Management, Public Speaking, Team Leadership, Excel, Microsoft Excel, REIT, Financial Advisory, Series 63, Series 6, Fixed Annuities, Variable Annuities, Insurance, Sales, Investment Strategies, Financial Services, Wholesale, Marketing
Education
Colorado State University 2002 — 2006
Speech Communication
Colorado State University 2002 — 2006
Bachelor of Arts: Speech Communication, Speech Communication and Rhetoric
Welton Street Investments OwnerWG & Company Financial Services1997 - Present
GMAC Mortgage February 1995 - June 1997
Education
University of Cincinnati 1969 — 1973
BA, Public Administration, Speach
Colorado Springs Business Journal September 2014 - Present
Better Business Bureau of Southern Colorado February 2014 - September 2014
Colorado Springs Business Journal September 2013 - February 2014
Virtela Technology Services Incorporated April 2012 - May 2013
Systems Planning and Analysis, Inc December 2010 - December 2011
Systems Planning and Analysis, Inc February 2007 - December 2010
Welton Street Investments January 2006 - December 2006
Volt Workforce Solutions October 2005 - January 2006
Colorado State University August 2001 - September 2005
Skills
Microsoft Office, Event Planning, Communication, Client Relations Skills, Business Development, Technical Writing, Technical Analysis, Editing, Organization, Time Management, Bookkeeping, Coordination, Hospitality, Internet, Research, Calendaring, Microsoft Excel, PowerPoint, Outlook, Problem Solving, Microsoft Word
Education
EEI Communications 2008 — 2009
Certification, Writing and Editing, Pass
Colorado State University 2001 — 2005
Bachelor of Arts (B.A.), History
Colorado State University 2001 — 2005
Bachelor of Arts (B.A.), International/Global Studies