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Jennifer Welsh
Jennifer Welsh Founder at Money School

Jennifer Welsh is a distinguished figure in the financial services industry with a robust LinkedIn network of over 6,300 connections. Based in the New York City Metropolitan area, Welsh's journey into the world of investing began in 2008, guided by the advice of their broker father during a market downturn. Despite initial challenges in managing personal finances, they learned from their experiences and applied newfound wisdom during the 2020 market crash, successfully taking charge of their investment strategy, to the extent of bypassing traditional financial advisors.

As the founder of Money School since January 2021 and co-founder of Audience & Income as of May 2021, Welsh has dedicated themselves to educating others in the fundamentals of stock market investment, aiming to demystify the process and empower individuals to invest independently. This commitment to financial literacy and empowerment echoes through their work, where they draw upon a rich background of strategic leadership and organizational culture development. Prior to their current entrepreneurial endeavors, Welsh innovated in employee experience programs at CultureOps and played key roles at Thrive Market and Zocdoc in enhancing workplace culture and employee satisfaction. Their skill set is further substantiated by a Bachelor of Arts in Public Relations and Writing from Texas State University, where they attended from 1997 to 2001.

Throughout their varied career, starting from overseeing office operations to facilitating regional and international office expansions, Welsh's strategic leadership and expertise in building organizational culture have proven instrumental in creating dynamic and effective work environments. Under their direction, companies like Zocdoc have not only scaled up significantly but also garnered recognition as exceptional places to work, justifying Welsh's reputation as a well-rounded and influential professional within and beyond the financial services sector.

More about this expert

Full name
Jennifer Welsh
Location
New York City Metropolitan Area
Title
Founder
Company
Money School
Industry
Financial Services
LinkedIn Connections
6365
Summary
I bought my first stock in 2008. The market had crashed, and my dad, a broker at the time, encouraged me to start. Everythings on sale, he said. I loved picking stocks and watching them move. But I didnt have a strategy, and I was terrible with money. So I ended up selling my stocks when I needed money. Had I held on to those early investments, Id be sitting on a pile of money today. But I wasnt thinking long-term. I have a lot of regrets about that. When the market crashed again in 2020, I was older and wiser. And my dads words came back to me. Everythings on sale. I dusted off my old brokerage account and got back to my old hobby. Watching the market, learning, buying stocks. But this time, I was serious. It wasnt long before I fired my financial advisor. It was clear my accounts hadnt been managed with my best interest in mind. And I realized I could manage my own portfolio. As I learned and invested more, I talked with friends about their views on investing. Time and again, people told me the stock market intimidated them. Everyone expressed interest, but did not believe they could invest on their own. So I started showing some friends how to open a brokerage account. I showed them how I make investing decisions. I made it easy for them to understand. I got a lot of joy from demystifying the stock market so my friends could start investing too, without feeling intimidated. And with encouragement from those friends, and my husband, I started sharing my learnings about the stock market more publicly. I'm no Warren Buffett. And Im certainly not a financial advisor. Im a regular person who loves investing. I believe everyone can and should participate in the stock market. And you dont need anyone to do it for you. If you want to learn the basics of stock market investing, and you want to invest on your own, then you're in the right place. I will teach you to invest in the stock market. NOTE: I don't offer investment advice. I offer education about money and investing. Check out my legal disclaimer here: https://jenniferwelsh.me/#disclaimer
Skills
Organizational Culture Strategic Leadership

Education

Texas State University
BA
Attended in 1997 - 2001
Field of study: Public Relations and Writing

Positions

Money School
Nashville Metropolitan Area
Founder
Jan 2021 - Present
Audience & Income
Co-Founder
May 2021 - Present

Audience & Income is an exclusive membership community for creators, dedicated to helping them grow their audience and create income online.
CultureOps
Nashville Metropolitan Area
Founder
Oct 2017 - Jan 2021

When it comes to delivering the right employee experience for your workforce and budget, one size doesn't fit all. CultureOps designs employee experience programs to support unique business goals for startups.

Thrive Market
Greater Los Angeles Area
Director of Employee Experience
Jun 2016 - Sep 2017

• Recruited to direct effective employee experience programs and real estate expansions for Thrive Market, a cutting-edge socially conscious ecommerce retailer offering best-selling natural and organic prices at wholesale prices.

• Pioneered scalable employee-focused health, wellness, and professional development programs in line with company culture, transforming job satisfaction for 700 team members across four locations.

• Oversaw large-scale budget for program logistics, events, and real estate.

• Reported to CHRO and managed four direct reports, empowering each to achieve goals.

• Instituted streamlined and automated processes, enhancing office management, organization, and productivity companywide.

• Led the seamless transition of 150 employees from central office to new call center, handling all communications, office design/layout, and construction negotiations.

• Created company’s first digital SOP manual, outlining guidelines for all front desk operations.
Zocdoc
New York, New York
Director of Office Operations
Aug 2013 - Jun 2016

• Recruited by CEO to spearhead workplace operations, employee events, and real estate expansion as 28th team member at Zocdoc.

• Managed 3 offices worldwide, in NYC, Phoenix, and Pune, India.

• Created a workplace culture that won a Crain's Awards for Best Places to Work in NYC for 4 years in a row.

• In my first year running office operations, ZocDoc was awarded the #1 place to work in NYC by Crain's.

• Reported to CFO and CEO, and grew team from zero to 14 across multiple locations.

• Orchestrated company’s move from 2K to 10K sq. ft. office after two months of being hired to accommodate rapid growth, negotiating unprecedented deal that allowed startup to expand into 82K space.

• Facilitated opening of regional and international locations in Arizona and India.

• Planned and executed 5 international incentive trips that rewarded top-performing sales leaders, starting with 13 eligible team members and growing to 63.
Zocdoc
New York, New York, United States
Sr. Manager of Office Operations
Jun 2012 - Aug 2013
Zocdoc
New York, New York, United States
Manager of Office Operations
Jun 2011 - Jun 2012