Melissa Buccola

About Melissa Buccola

Collaborative, Energetic, Fun and High-Performing Leader!Change Champion of AI and Automation!Strong Advocate for Individual and Team Growth!As a passionate leader, I thrive on challenges and am driven by the opportunity to create efficiencies through AI and automation. I believe that true success is a reflection of the exceptional talent and diverse perspectives of the people I surround myself with. My commitment lies in attracting top talent and nurturing high-performing teams that not only meet objectives but consistently surpass them.I find immense satisfaction in witnessing the positive transformations that occur when teams are empowered to reach their full potential. My approach is centered around stretching capabilities and fostering an environment where individuals can achieve more than they ever thought possible. Collaboration and clear communication are at the core of my leadership philosophy, and I flourish in settings that encourage idea-sharing and teamwork. I am dedicated to mentoring and developing senior leaders, focusing on creating a culture of growth and influence. Together, we can drive meaningful impact and cultivate a space where continuous improvement and success are the norms, all while having fun and winning!

Experience

1. Director, Transition Services and Trust Accounting

   Ascensus

   Jun 2025 — Present · Dresher, PA, US

   As the Director of Transition Services, I lead the onboarding and offboarding teams to facilitate seamless transitions for our clients and business partners. My role bridges the gap between sales and service, ensuring our processes align with our operational goals and client needs. Major responsibilities include Strategic Vision, Team Leadership and Performance Metrics. As Director over the Trust Accounting operational team, I spearhead complex trust accounting functions, including high-level accounting reconciliation, management of accrual-based trust accounts, and oversight of self-directed brokerage and pooled accounts, including large audits and compliance. Key Achievements include- Successfully led strategic initiatives that improved operational efficiency and client satisfaction- Implemented systems that enhanced transparency and accuracy in trust accounting, contributing to the firm\'s reputation for excellence- Driven team performance metrics that meet and exceed retirement industry standards

Education

• Pima Community College

  ADN, Nursing

  2004 — 2006

• LSU Shreveport

  Computer Science

  1995 — 1997

• St. Gregory's University

  BS in Business Management, Business Management, HR

  2010 — 2012

Skills

• Positive Personality
• 401k
• Retirement Benefits
• Financial Analysis
• Benefits Administration
• Build Strong Teams
• Financial Services
• Positive Coaching
• Executive Pay
• Onboarding
• Incentive Programs
• Microsoft Excel
• Trust Operations
• Presentations
• Business Process Improvement
• Banking
• Risk Management
• Relationship Management
• Innovation
• Employee Benefits
• Strategic Planning
• Customer-Focused
• Qualified Retirement Plans
• Omni
• Process Improvement
• 401(K) Retirement Savings Plans
• Fmla
• Outspoken
• Wealth Management
• Positive Change
• Positive Energy
• Leadership Development
• Deliver Results
• Strategic Human Resources Leadership
• Leadership
• Team-Oriented
• Strategy
• 401k Rollovers
• Vendor Management
• Team Building