Melissa Tan

Managing Director & Head, Equity Capital Markets at Echelon Wealth Partners

Melissa Tan has a diverse work experience in various roles within the finance industry. Melissa currently holds the position of Managing Director & Head of Equity Capital Markets at Echelon Wealth Partners since January 2023. Prior to this, they worked as a Network Expert at Market Climber starting from June 2022. Melissa spent a significant portion of their career at National Bank Financial, where they held multiple roles including Director of Equity Capital Markets (from June 2020 to January 2022), Vice President of Equity Capital Markets (from January 2017 to May 2020), Associate of Equity Capital Markets (from July 2014 to December 2016), and Investment Banking (from August 2011 to June 2014). Melissa began their career as a Trading Credit Analyst at RBC Capital Markets from May 2007 to December 2010.

Melissa Tan attended the University of Toronto from 2007 to 2011, where they obtained a Bachelor's Degree in Commerce with a focus on Finance & Economics. Melissa also holds additional certifications, including the Series 24, Series 63, and Series 7, from FINRA, though the specific dates of obtaining these certifications are not provided.

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