Michael C. Melo Email & Phone Number
Vice President | Financial Planning Specialist | Wealth Management Associate @ Morgan Stanley
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Michael C. Melo Location
- Portland, ME, US
Michael C. Melo Work
- 2016 -now Vice President | Financial Planning Specialist | Wealth Management Associate @
- 2011 -2016 Associate @ Commonwealth Planning Group
Michael C. Melo Education
- Bentley University - Elkin B. McCallum Graduate School of Business
Master of Science (Financial Planning)
2011-2012 - Bentley University
Bachelor of Science (Finance)
2007-2011
Michael C. Melo Skills
- Event Planning
- FINRA
- Financial Modeling
- Data Analysis
- Strategic Financial Planning
- PowerPoint
- Microsoft Excel
- Communication
- Public Speaking
- Financial Analysis
- Morningstar
- Securities
- Outlook
Michael C. Melo Summary
- Michael C. Melo, based in Portland, ME, US, is currently a Vice President | Financial Planning Specialist | Wealth Management Associate at Morgan Stanley. Michael C. Melo brings experience from previous roles at Commonwealth Planning Group. Michael C. Melo holds a 2011 - 2012 Master of Science in Financial Planning @ Bentley University - Elkin B. McCallum Graduate School of Business. With a robust skill set that includes Event Planning, FINRA, Financial Modeling, Data Analysis, Strategic Financial Planning and more. Michael C. Melo has 2 emails and 1 mobile phone numbers on RocketReach.
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