Melissa is a key member of our client service team, where she coordinates and manages operational and administrative services to our clients. Prior to joining Waldron, Melissa was with a wealth management group in Pittsburgh for 7 years. She gained experience as their Operations Specialist, coordinating all aspects of client service from account opening, maintenance, and transactions to developing ways to enhance the client experience. She was integral in the initiation and implementation of new processes for conducting client reviews and introducing new technology to the firm and clients.
Melissa was born and raised in Los Angeles, California. She now lives in Findlay Township with her husband, Justin, and their three children. Currently, she spends her time taking her kids to dance, gymnastics, wrestling, and baseball.
Education & Certificates
BA in Latin America Studies from UC San Diego
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