Melodie Ace
Director of Operations
- Role
- Director of Operations at Canopy Wealth Management
- Location
- Madison, WI, US
- LinkedIn followers
- 500 followers
About Melodie Ace
Canopy Wealth Management is a registered investment adviser. This platform is solely for…
Experience
Director of Operations
Jan 2023 — Present · Middleton, WI, US
Education
Upper Iowa University
Bachelor’s Degree, Finance and Financial Management Services
2017 — 2018
The American College of Financial Services
ChFC (Chartered Financial Consultant) Professional Designation
2014 — 2014
The American College of Financial Services
CLU (Chartered Life Underwriter) Professional Designation
2011 — 2014
Madison Area Technical College
Business Mid-Management
1990 — 1992
The American College of Financial Services
CASL (Chartered Advisor for Senior Living) Professional Designation
2014 — 2015
Skills
- Leadership
- Securities
- Series 7
- Microsoft Office
- Sales
- Wealth Management
- Management
- Team Building
- Financial Advisory
- Strategic Planning
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.