Jeff Mello Location
Wrentham, MA, US
Jeff Mello Work
- 2020 - now President and Chief Financial Officer @ Wealthbox
- 2018 - 2020 Director of Strategy and Planning @ eMoney Advisor
- 2015 - 2018 Director of Finance @ Anaqua
- 2015 - 2015 Project Leader Special Projects- Budget Manager @ Liberty Mutual Insurance
- 2015 - 2015 Associate @ Global Atlantic Financial Group
- 2013 - 2015 Senior Analyst @ Global Atlantic Financial Group
- 2010 - 2013 Senior Analyst: Planning and Analysis and Risk Management @ Goldman Sachs
- 2008 - 2010 Analyst: Controllers @ Goldman Sachs
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
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
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John Rourke
CEO and Cofounder at Wealthbox
United States25+ -
Jeff Mello
President and Chief Financial Officer at Wealthbox
Wrentham, MA, US24 -
Jy Corbett
VP of Enterprise Sales at Wealthbox
Milwaukee, WI, US21 -
Graham Riley
VP of Finance at Wealthbox
New York, NY, US23 -
Kristen Palmer
Vice President of Support at Wealthbox
Gulf Breeze, FL, US12 -
Matt Buckley
VP of Strategic Finance at Wealthbox
Charlotte, NC, US35+ -
Mike Leone
VP of Engineering at Wealthbox
Boston, MA, US11 -
Amberr Foreman
Head of Enterprise Customer Success and Onboarding at Wealthbox
Springfield, OH, US35+ -
Charles Fargo
Head of Product Partnerships at Wealthbox
San Diego, CA, US25 -
Michael Kroener
Vice President of Enterprise Sales at Wealthbox
Philadelphia, PA, US33 -
Andrew Ladwig
Director Of Business Development at Wealthbox
Grand Rapids, MI, US24 -
Meghan Silva
Marketing Manager at Wealthbox
North Kingstown, RI, US22 -
Joseph Abraham
Product Manager at Wealthbox
Aiken, SC, US21 -
Christine Chan
People Operations Manager at Wealthbox
Philadelphia, PA, US24
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