Jeff Mello Email & Phone Number
President and Chief Financial Officer @ Wealthbox
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Jeff Mello Location
- Wrentham, MA, US
Jeff Mello Work
- 2020 -now President and Chief Financial Officer @
- 2018 -2020 Director of Strategy and Planning @
- 2015 -2018 Director of Finance @
- 2015 -2015 Project Leader Special Projects- Budget Manager @
- 2015 -2015 Associate @
- 2013 -2015 Senior Analyst @
- 2010 -2013 Senior Analyst: Planning and Analysis and Risk Management @
- 2008 -2010 Analyst: Controllers @
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 on RocketReach.
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Top Wealthbox Employees
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Philadelphia, PA, US
Kristen Palmer
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Gulf Breeze, FL, US
Chris Kopanski
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Aly Womack
Director of Sales
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Steve Carroll
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