Jeff Mello
President & Chief Financial Officer at Wealthbox | Wrentham, Massachusetts, United States
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President & Chief Financial Officer at Wealthbox in October 2020 to Present
Director of Strategy and Planning at eMoney Advisor in January 2018 to March 2020
Director of Finance at Anaqua in November 2015 to January 2018
Project Leader Special Projects- Budget Manager at Liberty Mutual Insurance in March 2015 to November 2015
Associate at Global Atlantic Financial Group Limited in January 2015 to March 2015
Senior Analyst at Global Atlantic Financial Group Limited in April 2013 to January 2015
Senior Analyst: Planning and Analysis/ Risk Management at Goldman Sachs in October 2010 to April 2013
Analyst: Controllers at Goldman Sachs in June 2008 to October 2010
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Worcester Polytechnic Institute, Master of Business Administration (MBA)
Bryant University, Bachelor of Science in Business Administration
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Mergers & Acquisitions
Pricing Strategy
Corporate Development
Finance
Investments
Risk Management
Strategic Planning
Portfolio Management
Financial Services
Fixed Income
Financial Analysis
Financial Modeling
Corporate Finance
Derivatives
Financial Reporting
Due Diligence
Reinsurance
Hedging
Software
Intellectual Property
Strategy
Analytics
SaaS
FinTech
Financial Technology
WealthTech
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Discover more about WealthboxWhat is Jeff Mello email address?
Email Jeff Mello at [email protected] and [email protected]. This email is the most updated Jeff Mello's email found in 2026.
How to contact Jeff Mello?
To contact Jeff Mello send an email to [email protected] or [email protected]. (updated on January 27, 2024)
What company does Jeff Mello work for?
Jeff Mello works for Wealthbox
What is Jeff Mello's role at Wealthbox?
Jeff Mello is President & Chief Financial Officer
What is Jeff Mello's Phone Number?
Jeff Mello's phone (413) ***-*184
What industry does Jeff Mello work in?
Jeff Mello works in the Financial Services industry.
Jeff Mello Email Addresses
Jeff Mello Phone Numbers
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