Melissa Falvey

Melissa Falvey has extensive experience in relationship management, strategic development, and client services within prominent financial institutions. At Vanguard from 2013 to 2015, Melissa held multiple roles including Consultant Relations Senior Relationship Manager, where strategies were executed to deepen relationships with consulting firms, and Institutional Reporting Analyst, focusing on data analysis to drive efficiency. Following this, Melissa served as Senior Consultant at Lincoln Financial Group, enhancing retirement plan services. Most recently, Melissa has been Vice President at Fidelity Investments since June 2021, concentrating on large institutional clients' benefit strategies and maintaining strong client relationships. Melissa holds a B.S. in Marketing and International Business from the University of Delaware and an MBA in Business and Marketing from Penn State University.