Supervision and Transitions Specialist
Melissa joined Summit Brokerage Services in May of 2009 and has worked in the investment banking and the independent broker-dealer industries for over 20 years. While at both Summit Brokerage Services and Summit Financial Networks, Melissa has spent time focused on the operations and registration departments.
In both areas, Melissa has been worked side-by-side advisors and their assistants to streamline their businesses so they can focus on working with their clients and growing their businesses. In her current role as a transition specialist, she facilitates the process of new advisors and offices joining Summit Financial Networks. As the main point of contact for these offices, Melissa is instrumental in building the foundation of the relationship between its new advisors and Summit.
Prior to joining Summit, Melissa worked at Keefe, Bruyette & Woods (KBW) on the trading floor as a trading assistant. She also worked for Mutual Service Corporation, an independent boutique broker dealer which was acquired by LPL Financial. She was responsible for many areas which included new accounts, advisory, transfers, and check/stock deposit.
Melisa holds a Finra series 99 license.
Outside of the office Melissa enjoys spending time with her family, exercising, and vacationing.