Melanie has extensive experience in operations, compliance, and client relationship management within the financial services industry. Over her career, she has excelled in roles that required meticulous attention to detail, including managing client accounts, ensuring adherence to complex regulatory frameworks, and fostering effective communication with clients, custodians, and internal teams.
Her professional background spans respected institutions such as Stifel Financial Corp., Raymond James, Insigneo Financial Group, and Citibank, where she developed a deep understanding of the financial landscape and honed her skills in client engagement and operational excellence.
Currently serving as a Client Engagement Associate at MAXIMAI Investment Partners, Melanie plays a pivotal role in supporting financial advisors by cultivating and enhancing both new and existing client relationships. She manages asset movement transactions, oversees client onboarding processes, and ensures the seamless execution of daily operational activities. Her commitment to compliance with industry regulations and firm policies is unwavering, reflecting her dedication to maintaining the highest standards of integrity and professionalism.
A graduate of Keiser University with a B.A. in Business Administration, Melanie combines her academic foundation with real-world expertise to deliver exceptional client experiences. She is passionate about building meaningful relationships and contributing to the success of her team and clients.
Outside of work, Melanie resides in Miami with her son and cherishes time spent with family and friends. She enjoys engaging in community activities, exploring Miami’s vibrant culture, and pursuing personal growth through continuous learning.