Years of experience: 16

Banking OperationsFinanceCustomer ServiceClient Relations SpecialistCustomer Care SpecialistAssistant

Trust Score

Highly reliable; strong professional involvement.

70%
Melanie's Career Path
Integration SpecialistFeb. 2023 -
Present
CAPTRUSTIntegration Specialist
Client Management ConsultantMar. 2021 -
Feb. 2023
CAPTRUSTClient Management Consultant
Financial AssistantJul. 2016 -
Feb. 2023
PWA Wealth ManagmentFinancial Assistant
PWA Wealth Management is an Investment Management Firm catering to the needs of high net worth individuals , pension plans, and endowment funds. Our clients have the ability to access a wide range of investment opportunities including including individually managed stock and bond portfolios . The mission of the firm is to assist our clients in achieving their stated financial objectives .