As Head of Business Development, Melissa works with RIAs across the United States. She has 15 years of experience partnering with wealth managers to help them adopt innovative products and technologies. Prior to Flourish, Melissa was one of the first employees at iCapital Network, where she helped build the RIA client base nationally. Prior to iCapital, she was an Institutional Sales Executive at FactSet Research Systems, where she was responsible for growing their footprint on several of the firm’s key accounts.
Melissa holds a BS from Cornell University where she majored in Applied Economics. She is a CFA Charterholder and holds Series 7 and 63 licenses.
Fun Fact: Melissa played varsity tennis in high school and, after a 20 year hiatus, has just restrung her racquet and is ready to get back on the court.
.svg "flourish-primary-logo-30px (1)"){kind=logo}
