Melanie Zopp has a solid work experience in the financial industry, with their most recent position being at City National Bank. In their role as Portfolio Manager II / Vice President, they manage a book of portfolios worth $200MM-$250MM and oversees investment functions. Melanie also developed and manages a bond monitoring framework.
Prior to City National Bank, Melanie worked at Montecito Advisors as the Chief Compliance Officer. In this role, they supervised employees across four offices, conducted compliance evaluations, and ensured adherence to regulations set by FINRA, SEC, and state guidelines.
In their earlier work experience at Greenbrier Capital Corporation, Melanie served as the VP of Operations. Melanie maintained compliance records, prepared paperwork, and generated performance reports for clients.
Melanie Zopp completed their Bachelor of Arts (B.A.) degree in Psychology from West Virginia University between 1997 and 2000. Prior to that, they attended Vanderbilt University from 1995 to 1997, but their degree and field of study information are not provided. In terms of higher education, Melanie pursued a Master of Science (MS) degree in Financial Planning from the College for Financial Planning, which they completed between 2022 and 2025. Additionally, they hold various certifications from FINRA, such as Series 14, Series 24, Series 55, Series 66, Series 7, and Series 79. No specific information is available regarding when they obtained these certifications.
March, 2017 - present