Melody F. has a diverse work experience spanning several companies and roles. Melody began their career in 2005 as an Investment Analyst at Atlantic Trust Private Wealth Management, where they created forecasting models and analyzed investment performance. In 2011, they joined First Western Financial as a Trust & Investment Operations Analyst, responsible for back office fiduciary operations and assisting in the management of trusts and estates. From 2013 to 2014, Melody worked at Northern Trust as a Sr. Wealth Strategist Associate, supporting wealth strategists and interacting directly with clients. In 2015, they joined Zions Bancorporation as part of the Corporate Trust team. Melody's most recent experience is with Open Up Resources, where they held roles as an Operations Analyst, Sr. Financial Analyst, Senior Finance Manager, and currently, as the Managing Director.
Melody F. has a Bachelor of Science degree in Accounting and Finance from Regis University. In addition, they have obtained certifications in Psychology of Leadership from Cornell University and Design Achievement at the Margins from 228 Accelerator.
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