Melissa Caplan (Swan)

Melissa Caplan (Swan) has extensive experience in operations and accounting, currently serving as an Operations Program Manager and Salesforce.com Administrator at Advizex since April 2014. Prior to this role, Melissa worked at KLZ Financial Services from January 2010 to April 2014 as an Accounting Assistant, where responsibilities included payroll preparation for over 25 small businesses, managing payroll tax documents, performing bank statement reconciliations, handling daily sales data entry, and overseeing various office administrative tasks.