Kristina Mello Email & Phone Number
Senior Financial Advisor, Director of Financial Planning @ StrategicPoint Investment Advisors
Kristina Mello's Location
Boston, MA, US
Kristina Mello's Work
- Senior Financial Advisor, Director of Financial Planning @ StrategicPoint Investment Advisors
- Financial Planner and Advisor @ StrategicPoint Investment Advisors
- Financial Planner and Compliance Associate @ StrategicPoint Investment Advisors
- Investment Associate @ J.P. Morgan
- Business Management Analyst, VP @ Merrill Lynch
- Merrill Lynch Banking Advisor, Vice President @ Bank of America
- Registered Senior Client Associate @ Merrill Lynch
- Registered Client Associate @ Bank of America
- Sales and Service Specialist @ Bank of America
Kristina Mello's Education
- Suffolk University - Sawyer Business School
Master of Business Administration (M.B.A.)
2013 - 2016 - Emmanuel College
Double B.A. (Global Studies, Spanish)
2003 - 2007
Kristina Mello's Skills
- Customer Service
- Financial Analysis
- Microsoft Office
- Finance
- Investments
- Series 7
- Wealth Management
- Banking
- Management
- Retirement Planning
Kristina Mello's Summary
Kristina Mello, based in Boston, MA, US, is currently a Senior Financial Advisor, Director of Financial Planning at StrategicPoint Investment Advisors, bringing experience from previous roles at StrategicPoint Investment Advisors, J.P. Morgan and Merrill Lynch. Kristina Mello holds a 2013 - 2016 Master of Business Administration (M.B.A.) @ Suffolk University - Sawyer Business School. With a robust skill set that includes Customer Service, Financial Analysis, Microsoft Office, Finance, Investments and more, Kristina Mello contributes valuable insights to the industry. Kristina Mello has 2 emails on RocketReach.
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