Melissa’s efforts center on supporting PCE team members and furthering PCE’s mission to serve middle-market companies. Having worked in the banking industry for more than 20 years, Melissa skillfully ensures the administrative activities are handled with exceptional efficiency and thoroughness. Melissa’s specific areas of expertise include accounting, compliance, and facilities management.
Prior to joining PCE, Melissa was responsible for overseeing all aspects of performance and client services for an investment advisory firm and managing administration and compliance activities for a large financial corporation.
Certifications & Affiliations
- FINRA Series 99 Operations Professional
- PAI and PAII (Retirement Plan Administration)
Education
