Melissa S.

Mid Atlantic Regional Director at Strive Asset Management

Melissa S. has extensive work experience across various roles and industries. Melissa currently holds the position of Mid Atlantic Regional Director at Strive, where they started in May 2023. Prior to this, they served as the OSEP Sales Director for the same company from April 2023 to May 2023.

Before joining Strive, Melissa worked at Broadridge from 2018 to 2023. Their roles included Director of Relationship Management in the Broadridge Customer Communications division, from October 2021 to April 2023, and Director of Sales from July 2018 to October 2021.

From 2014 to 2018, Melissa worked at Jackson as the VP of Sales Resource Group. Melissa then worked as a Strategic Account Manager at National Planning Holdings from December 2012 to July 2014.

Melissa began their career in the financial industry, working as a Wholesaler at Dividend Capital (2010-2012) and Curian Capital (2010). Melissa also worked as a Financial Advisor at Park Avenue Securities from 2006 to 2010.

Prior to their roles in the financial industry, Melissa held positions at the Financial Planning Association as a Senior Manager of the Financial Firm Initiative from 2004 to 2006, and at The College for Financial Planning as a National Account Manager from June 2001 to October 2004.

Their early career started at Arthur Anderson, LLP, where they worked as a Business Advisory Senior and Audit Business Advisory Staff from December 1998 to June 2001.

Melissa S. completed their Bachelor's degree in Accounting from Regis University in the years 1990 to 1994. In 2016 to 2017, they participated in the Executive Education - Agility Programme, a group-wide global leadership program, offered by Saïd Business School at the University of Oxford. The specific field of study during this program is not provided.

Links


Timeline

  • Mid Atlantic Regional Director

    May 1, 2023 - present

  • OSEP, Sales Director

    April, 2023