Daniel Mello Email & Phone Number
Custody Account Manager @ Fiduciary Trust Company
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Daniel Mello Location
- Boston, MA, US
Daniel Mello Work
- 2024 -now Custody Account Manager @
- 2022 -2024 Associate Wealth Manager @ Boston Financial Management, LLC
- 2018 -2022 Portfolio Manager and Trader @
- 2010 -2018 Sr. Trust Operations Audit and Compliance Specialist and Relationship Manager @
- 2008 -2010 Client Service Manager, Senior Associate @
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, 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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