Daniel Mello Email & Phone Number

Boston, Massachusetts, United States

Serve as a trusted advisor to high-net-worth clients and their families providing comprehensive guidance regarding investment, trust and estate and tax needs. Design and implement asset allocation strategies and financial plans that meet each clients’ unique circumstances. Provides recommendations on asset allocation and stock selection by taking an active.

Project lead on annual audits and engages with bank examiners to facilitate the review of the Department’s account records and procedures. Mitigates risk and financial exposure to Nixon Peabody by implementing dual controls between operations and administrators. Relationship Manager providing financial solutions for high net worth clients on a daily basis..

Participate in departmental projects and initiatives meeting tight deadlines by managing tasks with peers and delegating to staff. Train and develop new Client Service Manager, and transition accounts to them and their staff. Resolve client issues in a timely manner and implement procedures to avoid a duplicate occurrence.