Daniel Mello Email & Phone Number
Custody Account Manager @ Fiduciary Trust Company
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Daniel Mello Location
- Boston, MA, US
Daniel Mello Work
- Custody Account Manager @ (October 2024 - Present)
- Associate Wealth Manager @ Boston Financial Management, LLC acquired by Cap Trust (December 2022 - October 2024)
- Portfolio Manager and Trader @ (October 2018 - December 2022)
- Sr. Trust Operations Audit and Compliance Specialist and Relationship Manager @ (January 2010 - October 2018)
- Client Service Manager, Senior Associate @ (July 2008 - December 2010)
Daniel Mello Education
- Johnson & Wales University
Bachelor's degree (Finance and Financial Management Services)
Daniel Mello Skills
- Microsoft Office
- Management
- Microsoft Excel
- Microsoft Word
- Research
- PowerPoint
- Sales
- Leadership
- Training
- Securities
- Financial Services
- Mutual Funds
- Equities
- Risk Management
- Fixed Income
Daniel Mello Summary
- Daniel Mello, based in Boston, MA, US, is currently a Custody Account Manager at Fiduciary Trust Company. Daniel Mello brings experience from previous roles at Boston Financial Management, LLC acquired by Cap Trust, Nixon Peabody LLP and State Street. Daniel Mello holds a Bachelor's degree in Finance and Financial Management Services @ Johnson & Wales University. With a robust skill set that includes Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research and more. Daniel Mello has 2 emails and 2 mobile phone numbers on RocketReach.
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