Melisa Dobraca's Location
Boston, MA, US
Melisa Dobraca's Work
- Wealth Advisor @ Beacon Pointe
- Senior Associate Wealth Advisor @ Beacon Pointe
- Associate Wealth Advisor @ Beacon Pointe
- Associate @ Windrose Advisors
- Client Services Specialist @ Amundi US
Melisa Dobraca's Education
- University of Vermont Grossman School of Business
Bachelor of Science (Business Administration)
2009 - 2013 - Boston University
CFP® Financial Planning Certificate Program (Financial Planning and Services)
2016 - 2018
Melisa Dobraca's Skills
- Returns
- Cost Basis
- Divorce
- Circumstances
- Coordinated
- Fiduciary
- PowerPoint
- Boston
- Investment Vehicles
- Accounting
Melisa Dobraca's Summary
Melisa Dobraca, based in Boston, MA, US, is currently a Wealth Advisor at Beacon Pointe, bringing experience from previous roles at Beacon Pointe, Windrose Advisors and Amundi. Melisa Dobraca holds a 2009 - 2013 Bachelor of Science in Business Administration @ University of Vermont Grossman School of Business. With a robust skill set that includes Returns, Cost Basis, Divorce, Circumstances, Coordinated and more, Melisa Dobraca contributes valuable insights to the industry. Melisa Dobraca has 2 emails on RocketReach.
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