Philip Craig Welch

Current Employers

Employment History

• 07/2016 → 09/2017
  Waddell & Reed Inc
  Grand Rapids, MI
• 09/2017 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Grand Rapids, MI
• 01/2016 → 09/2016
  Waddell & Reed Inc
  Grand Rapids, MI
• 11/2017 → Present
  Bank Of America, N.A.
  Grand Rapids, MI

Previous Registrations

• 2016-08-30 → 2017-09-22
  Waddell & Reed
  Grand Rapids, MI
  Hamden, CT

Other Businesses

I*707248 For profit or not for profit: Entity Charitable Name of outside business organization: Our Hope Association Investment related: N Address of business: Grand Rapids, Michigan, 49503 Nature of business: ["Charitable Organization"] Position, title, association: ["Board Member"], Start date of relationship: 2/1/2022 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 1 Duties: , The organization seeks to provide a rehabilitative program in a Grand Rapids based residential environment. Our Hope's mission is offering recovery to women who seek healing from the disease of addiction. My role is to act as a Board of Director with responsibilities such as advising the core staff on key decisions, raising money to further care for those that utilize Our Hope's resources, take care of Our Hope by ensuring prudent use of all assets, including facilities, people and goodwill, and finally ensuring Our Hope's activities are advancing its mission. I*962434 For profit or not for profit: Entity Charitable Name of outside business organization: Our Hope Association Investment related: N Address of business: Grand Rapids, Michigan, 49503 Nature of business: ["Charitable Organization"] Position, title, association: ["Committee"], [["Finance committee"]] Start date of relationship: 8/22/2022 Number of hours devoted: 10 hour(s) Monthly Number of hours devoted during trading hours: 8 I*448571 For profit or not for profit: Entity Charitable Name of outside business organization: Metro Health Foundation Investment related: N Address of business: Wyoming, Michigan, 49519, United States Nature of business: ["Charitable Organization"] Position, title, association: ["Officer"], Start date of relationship: 7/3/2023 Number of hours devoted: 12 hour(s) Yearly Number of hours devoted during trading hours: 4 Duties: , The Metro Health Hospital Foundation (Now called University of Michigan Health West) helps Metro Health (UMHW) meet the health care needs of more than 250,000 people annually. My new responsibility as Vice President will be to serve as an officer of the board, which includes attending executive meetings, approving the board agenda, running the board meetings. From my understanding the position of Vice President does not change my responsibilities much other than helping organize and run the agenda of the board meetings.

Exams

• S66 Uniform Combined State Law Examination
  2016-08-27

Other Names

• Craig Welch
• Philip Craig Welch
• Philip Craig Welch
• Philip Welch