Melodie Ace Email & Phone Number
Director of Operations @ Canopy Wealth Management
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Melodie Ace Location
- Madison, WI, US
Melodie Ace Work
- Director of Operations @ (January 2023 - Present)
- Director Of Operations @ Sky's Edge Wealth (May 2022 - December 2022)
- Lead Advisor @ Heckmann Financial (February 2010 - April 2022)
- Registered Associate @ A. Paul Olsen Financial Services & Benjamin F. Edwards & Co. (August 2009 - February 2010)
- Director of Client Services and Operations @ Northwestern Mutual Financial Network (January 2004 - July 2009)
- Financial Advisor Associate and Office Manager @ SUN Financial (January 2001 - January 2004)
- Project Assistant @ (January 1994 - January 2001)
Melodie Ace Education
- Upper Iowa University
Bachelor’s Degree (Finance and Financial Management Services)
2017-2018 - The American College
(CASL (Chartered Advisor for Senior Living) Professional Designation)
2014-2015 - The American College
(ChFC (Chartered Financial Consultant) Professional Designation)
2014-2014 - The American College
CLU (Chartered Life Underwriter) Professional Designation
2011-2014 - Madison Area Technical College
Business Mid-Management
1990-1992
Melodie Ace Skills
- Management
- Wealth Management
- Series 7
- Securities
- Financial Advisory
- Strategic Planning
- Leadership
- Microsoft Office
- Sales
- Team Building
Melodie Ace Summary
- Melodie Ace, based in Madison, WI, US, is currently a Director of Operations at Canopy Wealth Management. Melodie Ace brings experience from previous roles at Sky's Edge Wealth, Heckmann Financial, A. Paul Olsen Financial Services & Benjamin F. Edwards & Co. and Northwestern Mutual Financial Network. Melodie Ace holds a 2017 - 2018 Bachelor’s Degree in Finance and Financial Management Services @ Upper Iowa University. With a robust skill set that includes Management, Wealth Management, Series 7, Securities, Financial Advisory and more. Melodie Ace has 2 emails and 1 mobile phone numbers on RocketReach.
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