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Alex Melo is listed as Warrington College of Business | Business Administration Major | Specialization and Minor in Wealth Management based in Miami, Florida, United States. AeroLeads shows a matched LinkedIn profile for Alex Melo.
Alex Melo previously worked as Summer Internship at Fd Wealth and Leasing Representative at Landmark Properties, Inc.. Alex Melo holds Bachelor Of Business Administration - Bba, Junior from University Of Florida - Warrington College Of Business.
I am a senior at the University of Florida, majoring in Business Administration with a minor in Wealth Management at the Heavener School of Business. I am currently on track to complete my SIE license by November 2024 and my CFP by April 2025, with the intention to also complete my CFA as I go deeper into my career. Over the course of my studies and internships at multiple wealth management companies, I’ve developed a deep passion for helping individuals achieve their financial goals. I’m drawn to wealth management because it offers a holistic approach, allowing me to connect with clients on a personal level and provide strategic, tailored financial advice. I am eager to continue my career in this field, using my knowledge and skills to make a meaningful impact on clients’ financial well-being. After I have completed my undergrad work, I intend to complete my masters in finance.
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Miami, Florida, United States
Reviewed investments within variable life insurance policies to ensure portfolios were using the best performing funds per asset class. Assisted in implementation for the new reporting software (Black Diamond) which included setting up households, classifying securities and creating customized benchmarks. Summarized trust documents for the advisor to.
Gainesville, Florida, United States
Handled 40+ calls per week while serving in high capacity with customers through all forms of communication and provided one-on-one tours. Maintained communication with prospects using computer programs such as Entrata. As well as, performed background, reference, and credit checks; selected quality tenants and maintained high occupancy rates.
Miami, Florida, United States
Research stocks/mutual funds/ETFs using FactSet and Morningstar. Sat in on client meetings and took notes while prospective clients described their situation to the advisor and helped update the net worth statement for existing clients. Made phone calls to schedule review meetings with clients and confirm meetings a day before they were scheduled to occur..
Miami, Florida, United States
Completed clerk work in the surveyor’s office. Prepared daily agendas for company executives and maintained records through existing and newly created filing systems while adhering to standard procedures and schedules. Acted as information and communications distributor for the office, increasing work efficiency and communication.
Miami, Florida, United States
Responsible for properly loading, organizing, and delivering meat goods in a timely and fashionable manner by managing time effectively to uphold customer satisfaction and building brand reputation. Confirmed orders are accurate and complete prior to departure by focusing on detail.
Activities and Societies: Pi Lambda Phi Fraternity Recreational Beach Volleyball Minor and Specialization in Wealth Management
Activities and Societies: Varsity Football Team Co-Founder and Vice President of Belen Animal Rescue Club (B.A.R.C.) National Honor.
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Alex Melo is listed as Warrington College of Business | Business Administration Major | Specialization and Minor in Wealth Management.
Alex Melo is based in Miami, Florida, United States.
Alex Melo has worked for Fd Wealth, Landmark Properties, Inc., Total View Advisors, Trans Florida Development Construction, and Lomelo’S Meat Market.
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Alex Melo holds Bachelor Of Business Administration - Bba, Junior from University Of Florida - Warrington College Of Business.
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