Patrick D Welde

Current Employers

Employment History

• 08/2012 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bala Cynwyd, PA
• 09/2012 → Present
  Bank Of America, N.A.
  Bala Cynwyd, PA

Other Businesses

I* 1807302For profit or not for profit: Entity For ProfitName of outside business organization: Children's PublishingInvestment related: noAddress of business: Berwyn, PA, 19312Nature of business: Sole ProprietorshipPosition, title, association: OwnerStart date of relationship: 04/26/2024Number of hours devoted: 4 monthlyNumber of hours devoted during trading hours: 0Duties: Publish Childrens Book I*3198290 Entity Type: Entity Charitable Name of OBA: Project HOME Address: Philadelphia, Pennsylvania, 19130 Investment Related: No Position, Title, Association: Committee Employee Start Date: 01/21/2026 Number of Hours: 8, Yearly Number of Hours during trading: 8, Yearly Duties: Improve the circumstances of the homeless population throughout Philadelphia Serve as a bridge of communication between the investment manager of the non-profit endowment and the board/CFO in ensuring alignment of short-term and long-term initiatives. Quarterly meetings enable my fellow committee members and I to listen to the third-party firm that manages the organization's endowment, offer feedback, and ensure that they are informed as to the nearer term initiatives that require cash flow, both for operational and upcoming capital projects, as indicated by the board and CFO.

Exams

• S66 Uniform Combined State Law Examination
  2012-10-09

Other Names

• Patrick Daniel Welde