About
Melissa
Melissa has worked in the wealth management industry for three years as a Client Service Specialist. She focuses on the client relationship experience and provides clients with account assistance. Prior to beginning her career in wealth management, Melissa worked for a newspaper publisher in the online Marketing department and then as a Customer Service Manager for a local IT company.
Melissa is originally from Wisconsin and made her way out to sunny California in 2009. Outside of the office, she enjoys spending time with her family and pets as well as embarking on weekend road trips to various beach towns.
Education and Professional Milestones:
University of Wisconsin-La Crosse – bachelor’s degree in business administration with a concentration in marketing
Melissa has worked in the wealth management industry for three years as a Client Service Specialist. She focuses on the client relationship experience and provides clients with account assistance. Prior to beginning her career in wealth management, Melissa worked for a newspaper publisher in the online Marketing department and then as a Customer Service Manager for a local IT company.
Melissa is originally from Wisconsin and made her way out to sunny California in 2009. Outside of the office, she enjoys spending time with her family and pets as well as embarking on weekend road trips to various beach towns.
Education and Professional Milestones:
University of Wisconsin-La Crosse – bachelor’s degree in business administration with a concentration in marketing