2022 -
2023 Managing Director, Head of Business Strategy and Business Development @
2016 -
2022 Executive Director, Head of Business Management, Client Strategy Office @
2015 -
now Head of Field Programs and Fa Experience, Ubs Wealth Advice Center @
2012 -
2015 Director, Head of Business Planning and Strategy @
2009 -
2012 Director, Head of Client Managment @
2002 -
2009 First Vice President @
2002 -
2009 Senior Vice President @
Melanie Warner Education
Loyola University Maryland
Bachelor of Business Administration (International Business)
1997
-
2001
Melanie Warner Skills
Series 7
Equities
Wealth Management
Strategy
Financial Services
Management
Investments
FINRA
Relationship Management
Risk Management
Asset Management
Vendor Management
Melanie Warner Summary
Melanie Warner, based in Bellmore, NY, US, is currently a COO and Head of Business Development at Advisor Credit Exchange. Melanie Warner brings experience from previous roles at UBS Global Wealth Management and Ubs. Melanie Warner holds a 1997 - 2001 Bachelor of Business Administration in International Business @ Loyola University Maryland. With a robust skill set that includes Series 7, Equities, Wealth Management, Strategy, Financial Services and more. Melanie Warner has 2 emails and 1 mobile phone numbers on RocketReach.
Get contact details of over 700M profiles across 60M companies - all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension.
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API.