Melissa S
Senior Transitions Manager at NewEdge Advisors | Fort Collins, Colorado, United States
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Senior Transitions Manager at NewEdge Advisors in January 2024 to Present
Transition Manager at NewEdge Advisors in October 2021 to January 2024
Senior Transitions Specialist at Sanctuary Wealth in August 2021 to October 2021
Transition Specialist at Sanctuary Wealth in May 2020 to August 2021
Financial Services Compliance Analyst at USAA in October 2019 to May 2020
LPL Registered Sales Assistant at Texas Legacy Wealth Management in May 2019 to October 2019
Wealth Advisor at Texas Legacy Wealth Management in July 2017 to October 2019
Operations Associate at Texas Legacy Wealth Management in April 2015 to June 2018
Client Relationship Manager at Titleist Asset Management, Ltd. in August 2014 to January 2015
Operations Specialist at Williams Financial Group in May 2013 to August 2014
Document Processing Specialist at Williams Financial Group in October 2010 to December 2011
Office Administrator at Williams Financial Group in June 2010 to October 2010
Sales Assistant at Neiman Marcus in May 2007 to September 2007
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Southern Methodist University, B.A., January 2005 to January 2009
Saint Mary's Hall, High School, January 1989 to January 2004
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Securities
Equities
Mutual Funds
Financial Services
FINRA
Finance
Microsoft Office
Microsoft Excel
Customer Service
Social Media
Financial Analysis
Marketing
Leadership
Microsoft PowerPoint
Hold Series 7
Series 66
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Discover more about NewEdge AdvisorsWhat is Melissa S email address?
Email Melissa S at [email protected]. This email is the most updated Melissa S's email found in 2026.
How to contact Melissa S?
To contact Melissa S send an email to [email protected].
What company does Melissa S work for?
Melissa S works for NewEdge Advisors
What is Melissa S's role at NewEdge Advisors?
Melissa S is Senior Transitions Manager
What is Melissa S's Phone Number?
Melissa S's phone (303) ***-*128
Melissa S Email Addresses
Melissa S Phone Numbers
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