Melissa is a Client Services Manager at SageView Advisory Group. Prior to joining SageView, Melissa was the Client Services Manager at Thomson Financial Management, an independently owned wealth management firm, providing investment guidance and excellent client service to individuals, executives and business owners to pursue the preservation of their purchasing power throughout their lifetime.
With over 10 years of experience Melissa was an integral part of the Thomson Financial team, preparing the reports and financial plans that the financial advisors will give to clients plus handling the many and diverse daily operations that keep the office running smoothly. She began her career in Los Angeles with 10 years in feature film production. After moving back to the Pioneer Valley, she worked as manager for several small businesses.
Melissa received her bachelor's degree from Smith College.
.