FP Transitions
Mel T. is a diligent Financial Analyst at FP Transitions, with previous experience in Operations and Account Management at LHNG Properties. With a background in program management and business operations consulting, Mel has a proven track record of implementing process improvements, maintaining tenant relations, managing vendors, and ensuring compliance with regulations. Mel is skilled in lease administration, property maintenance, emergency response, and utilizing technology for operational efficiency. Additionally, Mel has experience in HR, payroll, facility management, sales development, business development, and project coordination across various industries. Mel holds a Bachelor's Degree in Asian-American Studies from the University of California, Davis.
FP Transitions
FP Transitions is a specialized business consulting firm dedicated to wealth managers and independent financial advisors. With a full-service, concierge approach to supporting advisors during key points in their life cycle, we offer comprehensive, coordinated, and customized solutions to achieve long-term, sustainable business growth. We've served over 20,000 advisors in our 20+ years of experience in the wealth management space. Our core services include mergers & acquisitions, enterprise development, transaction support, synthetic equity, succession planning, business valuation, compensation structuring, growth strategies, and the Equity Management Solutions™ membership program designed to help advisors value, protect, and grow their businesses. Our team of 60+ includes a full service legal department, credentialed financial analysts and modelers, certified valuation specialists, and seasoned business consultants. FP Transitions' experts play a pivotal role in providing innovative and strategic business solutions to financial professionals seeking to build multi-generational firms with enduring business value.