Melissa S. Email & Phone Number
Director, Wealth Management Sales @ iPipeline
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Melissa S. Location
- Pittsburgh, PA, US
Melissa S. Work
- Director, Wealth Management Sales @ (January 2026 - Present)
- Business Development @ (January 2025 - January 2026)
- Mid Atlantic Regional Director @ (May 2023 - January 2025)
- OSEP, Sales Director @ (April 2023 - May 2023)
- Director, Relationship Management, Broadridge Customer Communications @ (October 2021 - April 2023)
- Director - Sales @ (July 2018 - October 2021)
- VP, Sales Resource Group @ (July 2014 - March 2018)
- Strategic Account Manager @ National Planning Holdings (December 2012 - July 2014)
- Wholesaler @ Dividend Capital (January 2010 - December 2012)
- Wholesaler @ (January 2010 - December 2010)
- Financial Advisor @ (January 2006 - January 2010)
- Senior Manager Financial Firm Initiative @ (January 2004 - January 2006)
- National Account Manager @ (June 2001 - October 2004)
- Business Advisory Senior and Audit, Business Advisory Staff @ Arthur Andersen (1885 -> 2002) Official (December 1998 - June 2001)
Melissa S. Education
- Saïd Business School, University of Oxford
Executive Education - Agility Programme (a group-wide (Prudential plc) global leadership program)
2016-2017 - Regis University
Bachelor's degree (Accounting)
1990-1994
Melissa S. Skills
- Account Management
- Alternative Investments
- Analysis
- Asset Allocation
- Asset Management
- Budgets
- Building Relationships
- Business Development
- Business Planning
- Business Relationship Management
- Business Strategy
- Consultative Selling
- Contract Negotiation
- Customer Relationship Management (CRM)
- ETFs
- Finance
- Financial Advisory
- Financial Services
- Investment Advisory
- Investment Strategies
- Investments
- Leadership
- Management
- Microsoft Office
- Mutual Funds
- Negotiation
- New Territory Development
- Presentation Skills
- Problem Solving
- Qualifying Prospects
- Research
- Risk Management
- Sales
- Sales Presentations
- Salesforce.com
- Separately Managed Accounts
- Series 26
- Series 63
- Series 66
- Series 7
- Strategic Financial Planning
- Strategic Planning
- Strategy
- Team Management
- Uniform Combined State Law
- Wealth Management
- Wholesale
Melissa S. Summary
- Melissa S., based in Pittsburgh, PA, US, is currently a Director, Wealth Management Sales at iPipeline. Melissa S. brings experience from previous roles at AssetMark, Strive and Broadridge. Melissa S. holds a 2016 - 2017 Executive Education - Agility Programme in a group-wide (Prudential plc) global leadership program @ Saïd Business School, University of Oxford. With a robust skill set that includes Account Management, Alternative Investments, Analysis, Asset Allocation, Asset Management and more. Melissa S. has 1 emails and 1 mobile phone numbers on RocketReach.
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