Melissa Couch Email & Phone Number
Director Advisory Operations @ Principal Financial Group
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Melissa Couch Location
- Grafton, MA, US
Melissa Couch Work
- Director Advisory Operations @ (March 2025 - Present)
- Assistant Director of Advisory Operations @ (January 2024 - March 2025)
- Assistant Director Advisory Products and Platforms @ (December 2019 - February 2024)
- IP Platform Manager @ (November 2018 - December 2019)
- Director - Corporate Registered Investment Advisor @ (August 2012 - November 2018)
- Relationship Manager - Product and Sales @ (October 2007 - August 2012)
- Marketing Manager @ ONESCO (January 2006 - January 2007)
Melissa Couch Education
- Northern Kentucky University
Master of Business Administration (MBA) (Finance, General)
2004-2006 - Gettysburg College
Bachelor's degree (Political Science and Government)
1993-1997
Melissa Couch Skills
- Mutual Funds
- Investments
- Relationship Management
- ETFs
- Separately Managed Accounts
- Due Diligence
- Financial Services
- Retirement Planning
- Marketing
- Variable Annuities
- Financial Advisory
- Series 7
- Insurance
- FINRA Series 6,7,63 and 24
- Series 63
- Wealth Management
- Securities
- Asset Management
- Portfolio Management
- Investment Advisory
- AIF
- 63 And 24
- Microsoft Office
- Financial Analysis
- Project Management
- Research
- Marketing Strategy
- Finra Series 6
- Separately Managed
Melissa Couch Summary
- Melissa Couch, based in Grafton, MA, US, is currently a Director Advisory Operations at Principal Financial Group. Melissa Couch brings experience from previous roles at Principal Financial Group, Advisor Group and Signator Investors, Inc.. Melissa Couch holds a 2004 - 2006 Master of Business Administration (MBA) in Finance, General @ Northern Kentucky University. With a robust skill set that includes Mutual Funds, Investments, Relationship Management, ETFs, Separately Managed Accounts and more. Melissa Couch has 2 emails and 2 mobile phone numbers on RocketReach.
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