Chief Operating Officer and Chief Compliance Officer @ (January 2016 - March 2019)
Senior Principal Consultant and Diversified Financial Services Practice Leader @ (August 2010 - December 2015)
Staff Accountant @ (October 2007 - July 2010)
Associate @ (August 2005 - September 2007)
Melissa Wheeler Education
University of Colorado Boulder - Leeds School of Business
BS (Finance)
2000-2005
University of Colorado Boulder - Leeds School of Business
MS (Accounting)
2000-2005
Bullard High School
Melissa Wheeler Skills
Hedge Funds
Private Equity
Due Diligence
Investment Advisory
Investment Advisers Act
SEC
Compliance
SEC filings
Securities Regulation
Asset Management
Investments
Microsoft Office
Microsoft Word
Marketing
Public Speaking
Finance
Process Improvement
Leadership
Customer Service
PowerPoint
Business Analysis
Training
Melissa Wheeler Summary
Melissa Wheeler, based in Bend, OR, US, is currently a Chief Operating Officer, Chief Financial Officer, Chief Compliance Officer at Highwest Global Management. Melissa Wheeler brings experience from previous roles at Criterion Capital Management, ACA Compliance Group, US Securities and Exchange Commission and Price Waterhouse Coopers. Melissa Wheeler holds a 2000 - 2005 BS in Finance @ University of Colorado Boulder - Leeds School of Business. With a robust skill set that includes Hedge Funds, Private Equity, Due Diligence, Investment Advisory, Investment Advisers Act and more. Melissa Wheeler has 2 emails and 2 mobile phone numbers on RocketReach.
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