Melissa Trask, MBA, has a diverse background in financial services, particularly with roles at TD Ameritrade, TIAA, and TD Auto Finance. Experience includes positions such as New Accounts Advisor, Senior Brokerage Consultant, Licensed Broker, and Retirement Specialist. Responsibilities have involved managing customer service teams, providing financial analysis, assisting clients with retirement planning, and achieving sales goals in high-pressure environments. Melissa holds a Master of Business Administration in Non-Profit/Public/Organizational Management from Capella University and a Bachelor’s degree in Anthropology and Business Management from The University of Texas at Arlington, along with a certificate in Medical Billing and Coding from Tarrant County College.
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