Client Services Manager
Melissa has more than ten years of experience in financial operations at both a leading wealth management firm and at Charles Schwab & Co. where she worked in global operations. This gives her an expert understanding of how to navigate the intricacies of inter-firm client service procedures.
Melissa received her BA Hons. in Economics and Law from Leicester University in England. A Financial Paraplanner Qualified Professional™, Melissa earned the FPQP™ credential in 2016. She has been a notary public of the common law since 2014.
Originally from Singapore, Melissa now lives in Dublin with her family.