Jeff Mello Email & Phone Number
President and Chief Financial Officer @ Wealthbox
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Jeff Mello Location
- Wrentham, MA, US
Jeff Mello Work
- President and Chief Financial Officer @ (October 2020 - Present)
- Director of Strategy and Planning @ (January 2018 - March 2020)
- Director of Finance @ (November 2015 - January 2018)
- Project Leader Special Projects- Budget Manager @ (March 2015 - November 2015)
- Associate @ (January 2015 - March 2015)
- Senior Analyst @ (April 2013 - January 2015)
- Senior Analyst: Planning and Analysis and Risk Management @ (October 2010 - April 2013)
- Analyst: Controllers @ (June 2008 - October 2010)
Jeff Mello Education
- Worcester Polytechnic Institute
Master of Business Administration (MBA) (Entrepreneurship, Strategy, Innovation)
- Bryant University
Bachelor of Science in Business Administration (Finance, Economics)
Jeff Mello Skills
- Risk Management
- Investments
- Finance
- Portfolio Management
- Financial Services
- Mergers & Acquisitions
- Fixed Income
- Financial Analysis
- Financial Modeling
- Corporate Finance
- Strategic Planning
- Derivatives
- Financial Reporting
- Due Diligence
- Reinsurance
- Hedging
- SaaS
- Software
- IP
- Intellectual Property
- Handling Money
- Chain
- E Commerce
- Community Service
- R
- Soccer
- International
- Banking
- Accounting
- Economics
- Executive Management
- Portfolio
- Retail
- Security Analysis
- Hockey
- Sales
- Relay for Life
- Multi Location
- Web Applications
- Breast
- Applications
- Floors
- Managerial Finance
- Dodge
- Colleges
- Management Accounting
- England
- Modeling
- Franchising
- Athletics
- Institutions
- Equities
- Business Administration
- Strategies
- Road
- Symposium
- Microsoft Excel
- New Business Development
- Piloting
- Founding
- Credit
- Customer Service
- Financial Research
- Ski
- SAT
- Cancer
- Flag Football
- Management
- Revenue
- American
- Science
- Reporting
- Consumer Products
- Olympic
- Microsoft
- Mergers and Acquisitions
- Student Council
- Losses
- Presentations
- Schools
- Chartered Financial Analyst
- Microeconomics
- Pricing Strategy
- Corporate Development
- Strategy
- Analytics
- FinTech
- Financial Technology
- Wealthtech
Jeff Mello Summary
- Jeff Mello, based in Wrentham, MA, US, is currently a President and Chief Financial Officer at Wealthbox. Jeff Mello brings experience from previous roles at eMoney Advisor, Anaqua, Liberty Mutual Insurance and Global Atlantic Financial Group Limited. Jeff Mello holds a Master of Business Administration (MBA) in Entrepreneurship, Strategy, Innovation @ Worcester Polytechnic Institute. With a robust skill set that includes Risk Management, Investments, Finance, Portfolio Management, Financial Services and more. Jeff Mello has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Wealthbox Employees
Jeff Mello
President and Chief Financial Officer
Wrentham, MA, US
Michal Kopanski
Head of Design
New Haven, CT, US
John Rourke
CEO and Cofounder
United States
Collin Mehalick
Director of Demand Generation
Philadelphia, PA, US
Amberr Foreman
Head of Enterprise Customer Success and Onboarding
Springfield, OH, US
Jy Corbett
VP of Enterprise Sales
Milwaukee, WI, US
Kristen Palmer
Vice President of Support
Gulf Breeze, FL, US
Aly Womack
Director of Sales
United States
Steve Carroll
Head of Product
Providence, RI, US
Meghan Silva
Partnerships Marketing Manager
North Kingstown, RI, US
Joseph Santopetro
Director of IT
New York, NY, US
Morgan Calarie
Director, Sales Enablement
Chicago, IL, US
Brian Heston
Director of Data Migration
Boston, MA, US
Charles Fargo
Head of Product Partnerships
San Diego, CA, US
Jomin Bishop
Vice President of Enterprise Sales
Atlanta, GA, US
Matt Buckley
VP of Strategic Finance
Charlotte, NC, US
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