Cailey Welch

Cailey Welch: Email & Phone Number

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Wealth Management Client Associate at Merrill Lynch|Glen Cove, New York, United States

Position:

Wealth Management Client Associate at Merrill Lynch

Location:

Glen Cove, New York, United States

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Last updated: 2026-07-05
Updated: 2026-07-05

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Work Experience 2 years

Wealth Management Client Associate at Merrill Lynch

Nov 2024 - Current

Cailey Welch started working in 2024, then the employee has changed 1 company and 1 job. On average, Cailey Welch works for one company for 1 year.

Their professional focus is CRM Databases, Financial Analysis, and Microsoft Excel across 3 core areas.

Cailey holds Series 66, Series 7, and Securities Industry Essentials (SIE) certifications.

Education

Master of Business Administration - MBA at Hofstra University

Bachelor of Business Administration - BBA at Hofstra University

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