Melissa Wenzel Email & Phone Number
Family Office Specialist @ Preferred Legacy Trust Company
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Melissa Wenzel Location
- North Port, FL, US
Melissa Wenzel Work
- 2020 -now Family Office Specialist @
- 2011 -2020 Chief Operating Officer @ Private Family Office
- 2009 -2011 Relationship Manager and AVP @ Lydian Bank & Trust
- 2006 -2009 Private Client Manager and VP @
- 2005 -2006 Premier Client Manager and AVP @ Bank of America Premier Banking and Investments
- 1999 -2005 Client Sales and Service Officer @
- 1998 -1999 Financial Planning Assistant @
Melissa Wenzel Education
- University of South Florida
Bachelor of Arts - BA (Finance)
1995-1999
Melissa Wenzel Summary
- Melissa Wenzel, based in North Port, FL, US, is currently a Family Office Specialist at The Preferred Legacy National Trust Bank. Melissa Wenzel brings experience from previous roles at Private Family Office, Lydian Bank & Trust, Bank of America Private Bank and Bank of America Premier Banking and Investments. Melissa Wenzel holds a 1995 - 1999 Bachelor of Arts - BA in Finance @ University of South Florida. Melissa Wenzel has 2 emails and 2 mobile phone numbers on RocketReach.
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