Christopher Melvin

Senior Presales Consultant at Hazeltree

Christopher Melvin's work experience includes a role as a Senior Presales Consultant at Hazeltree, starting from May 2023. Prior to this, they worked as an Associate - Prime Services at Goldman Sachs from June 2021 to June 2023. Before that, they served as a Senior Client Transition Manager at UBS from July 2017 to June 2021.

In addition, Christopher had experience as an Operations Analyst at EQIS - Reinventing Wealth Management from January 2017 to June 2017. Christopher also worked as a Client Sales Representative at Echo Global Logistics from April 2015 to January 2017, where they focused on Canada and the West Coast and received recognition as the winner of the company-wide Rookie Freight League #9.

Before these roles, Christopher worked as an Accountant II - Transition Specialist at Deutsche Asset Management from October 2014 to February 2015. Christopher started their career as a Financial Representative at Northwestern Mutual in January 2012, where they worked until April 2013. From April 2013 to August 2013, they worked as a Client Associate at Merrill Lynch, responsible for client services and support and implementing salesforce.com with the current WMN portal.

Christopher Melvin attended Bowling Green State University from 2010 to 2014, where they earned a Bachelor of Science in Business Administration (BSBA) with a focus on Finance, General. Prior to attending university, they completed their high school education at Medfield Senior High School, but no degree or field of study information was provided for this period.

In terms of certifications, Christopher Melvin has obtained several related to the securities industry. In July 2021, they obtained the Securities Industry Exam from FINRA. Following this, in August 2021, they obtained the Securities Broker-Dealer and Representative Series 7 certification, also offered by FINRA. Lastly, in September 2021, they obtained the FINRA - Series 63 certification. The institutions responsible for administering these certifications are all affiliated with FINRA.

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