Melissa R.
Client Lifecycle Management - C & Ib @Wells Fargo
New York, NY, US
EMAILS
MOBILE NUMBERS
+17•••••••87
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WORK HISTORY
Apr 2025 — Present
Client Lifecycle Management - C & Ib @Wells Fargo
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NY, US
EDUCATION
1998 — 2002
University at Albany
Bachelor of Arts, Mathematics
SKILLS
Fixed IncomeSolution SellingDerivativesSalesforce.comFinanceSaasInvestmentsFinancial ServicesCrmProduct ManagementSalesEnterprise SoftwareTradingCreditAccount ManagementHedge FundsEquitiesStrategyCapital MarketsAnalysisBloombergLeadershipFinra Series 7 CertifiedEquity DerivativesManagementProject ManagementRisk Management
ABOUT MELISSA R.
As a former Client Onboarding Practitioner at a global financial institution, I am dedicated to mitigating firm risk, while also delivering an efficient, timely and transparent experience for customers. I bring extensive expertise across Know Your Customer Due Diligence, Anti-Money Laundering, Fraud, Enhanced Due Diligence, Risk Assessments and Ongoing Monitoring.
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