Melissa Montalvo's Location
Florida, United States
Melissa Montalvo's Work
- Private Wealth Advisor @ Raymond James
- Financial Advisor @ BFS Wealth Management
- Financial Consultant @ Fidelity Investments
- Financial Representative @ Fidelity Investments
- Junior Operations Analyst @ Perella Weinberg Partners
Melissa Montalvo's Education
- Lehigh University College of Business2004 - 2008
- Lehigh University2004 - 2008
Melissa Montalvo's Skills
- Fund of Funds
- Bloomberg
- Cash Management
- Personal Financial Planning
- Hedge Funds
- Outbound Marketing
- Brokerage
- Project Management
- Interpersonal Communication Abilities
- Public Speaking
Melissa Montalvo's Summary
Melissa Montalvo, based in Florida, United States, is currently a Private Wealth Advisor at Helius Wealth Management, bringing experience from previous roles at BFS Wealth Management, Fidelity Investments and Perella Weinberg Partners. Melissa Montalvo holds a 2004 - 2008 Lehigh University College of Business. With a robust skill set that includes Fund of Funds, Bloomberg, Cash Management, Personal Financial Planning, Hedge Funds and more, Melissa Montalvo contributes valuable insights to the industry. Melissa Montalvo has 2 emails on RocketReach.
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