Melissa’s primary responsibility is supporting all aspects of investment planning and the ongoing administrative management of our client’s investment accounts. This includes the assembly of the required paperwork to establish new accounts, processing investment related requests and keeping clients informed on the status of their money in motion. Melissa also assists with investment research and proposals as well as prepare client specific periodic review materials.
To accomplish this, Melissa draws on her six years of experience working as a client service representative in the banking industry. She graduated with a Business Associates degree in Business Management and Computerized Accounting from Ho-Ho-Kus School of Business.