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
- Family Office Specialist @ (January 2020 - Present)
- Chief Operating Officer @ Private Family Office (September 2011 - January 2020)
- Relationship Manager and AVP @ Lydian Bank & Trust (January 2009 - January 2011)
- Private Client Manager and VP @ (January 2006 - January 2009)
- Premier Client Manager and AVP @ Bank of America Premier Banking and Investments (January 2005 - January 2006)
- Client Sales and Service Officer @ (January 1999 - January 2005)
- Financial Planning Assistant @ (January 1998 - January 1999)
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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