President & Chief Financial Officer
Current
Oct 2020 - Present
AeroLeads people directory · profile
Jeff Mello Email & Phone Number
President & Chief Financial Officer at Wealthbox
at
Wealthbox
2 work emails found
@anaqua.com
4 phones found area 617
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
President & Chief Financial Officer at Wealthbox
Location
Wrentham, Massachusetts, United States
Who is Jeff Mello? Overview
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Quick answer
Jeff Mello is listed as President & Chief Financial Officer at Wealthbox at Wealthbox, based in Wrentham, Massachusetts, United States. AeroLeads shows a work email signal at anaqua.com, phone signal with area code 617, and a matched LinkedIn profile for Jeff Mello.
Jeff Mello previously worked as President & Chief Financial Officer at Wealthbox and Director of Strategy and Planning at Emoney Advisor. Jeff Mello holds Master Of Business Administration (Mba), Entrepreneurship, Strategy, Innovation from Worcester Polytechnic Institute.
Company email context
Email format at Wealthbox
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{first_initial}{last}@anaqua.com
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AeroLeads found 2 current-domain work email signals for Jeff Mello. Compare company email patterns before reaching out.
Profile bio
About Jeff Mello
Jeff Mello is a President & Chief Financial Officer at Wealthbox at Wealthbox. He possess expertise in risk management, finance, investments, financial analysis, portfolio management and 22 more skills.
Listed skills include Risk Management, Finance, Investments, Financial Analysis, and 23 others.
Current workplace
Jeff Mello's current company
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8 roles
Jeff Mello work experience
A career timeline built from the work history available for this profile.
Director Of Strategy And Planning
Responsible for top line growth strategies including Corporate Development and M&A, Product Pricing Strategies and Implementation of enterprise (B2B and B2B2C) and direct to consumer (B2C) markets, and Revenue and Sales Forecasting.
Jan 2018 - Mar 2020
Director Of Finance
Responsible for Mergers and Acquisitions, Budgeting, Forecasting, Revenue and Bookings, Product Pricing and ProfitabilityAnaqua helps corporations and law firms turn intellectual property into competitive advantage. Our software platform, ANAQUA, unifies the critical tools, best practice workflows, data, documents and services into one efficient.
Nov 2015 - Jan 2018
Project Leader Special Projects- Budget Manager
Responsible for managing the Budgeting and Reporting Process for the Product Group and Customer Advocacy Group within Personal Lines Insurance.
Mar 2015 - Nov 2015
Associate
Responsible for the reporting and analysis of the Life and Annuity business, specifically focused on rate, credit, equity, and extraordinary insurance impacts to the business for both ongoing operations and M&A transactions. Primary responsibilities center on hedge sensitivity and other Profit and Loss delta reporting, asset portfolio reporting, rating.
Jan 2015 - Mar 2015
Senior Analyst
Global Atlantic is a financial services holding company seeking to acquire and grow leading businesses in the insurance and reinsurance space. We leverage our strong risk and investment management expertise to provide innovative solutions to our client franchise.The Life & Annuity (L&A) segment of Global Atlantic provides insurance, reinsurance and.
Apr 2013 - Jan 2015
Senior Analyst: Planning And Analysis/ Risk Management
- Manage P&L estimation process for 5 companies across 15 product lines including investment and hedge portfolio contributions and key on going drivers (e.g. premiums, benefits, Deferred Acquisition Costs, expenses)
- Manage direct expense reporting, analytics, and projections to facilitate prudent expense management for all business lines at a detailed level, focusing on third party administration (TPA), custody fees, legal fees.
- Produce/analyze investment portfolio reporting and analytics for multiple fixed income portfolios with a significant focus on realized/unrealized gains/losses and asset allocations (i.e. Corporates, CMBS, RMBS, CLOs.
- Additional reporting and analysis areas focused on board reporting, rating agency reporting, management reporting, budgeting, variance/trend, core driver, unit cost (a subset of the annualactuarial assumption review.
- Create and analyze pro forma financial statements for M&A transactions with attention to detail on input variables including current and projected market sensitivities, size/scope of transactions, capital impacts.
- Perform due diligence on prospective clients and produce “highlight” materials for co-head of GSRG
Oct 2010 - Apr 2013
Analyst: Controllers
Key Responsibilities-Financial reporting for multiple business units, fixed income products, and derivatives on a GAAP and Statutory basis.Financial Reporting-Generate analytics on over $10.0 billion in assets under management for the Goldman Sachs Reinsurance Group focusing on market trends and core drivers of Variable Annuity, Variable Life, Traditional.
Jun 2008 - Oct 2010
2 education records
Jeff Mello education
Master Of Business Administration (Mba), Entrepreneurship, Strategy, Innovation
Worcester Polytechnic Institute
Bachelor Of Science In Business Administration, Finance, Economics
Bryant University
FAQ
Frequently asked questions about Jeff Mello
Quick answers generated from the profile data available on this page.
What company does Jeff Mello work for?
Jeff Mello works for Wealthbox.
What is Jeff Mello's role at Wealthbox?
Jeff Mello is listed as President & Chief Financial Officer at Wealthbox at Wealthbox.
What is Jeff Mello's email address?
AeroLeads has found 2 work email signals at @anaqua.com for Jeff Mello at Wealthbox.
What is Jeff Mello's phone number?
AeroLeads has found 4 phone signal(s) with area code 617 for Jeff Mello at Wealthbox.
Where is Jeff Mello based?
Jeff Mello is based in Wrentham, Massachusetts, United States while working with Wealthbox.
What companies has Jeff Mello worked for?
Jeff Mello has worked for Wealthbox, Emoney Advisor, Anaqua, Liberty Mutual Insurance, and Global Atlantic Financial Group Limited.
How can I contact Jeff Mello?
You can use AeroLeads to view verified contact signals for Jeff Mello at Wealthbox, including work email, phone, and LinkedIn data when available.
What schools did Jeff Mello attend?
Jeff Mello holds Master Of Business Administration (Mba), Entrepreneurship, Strategy, Innovation from Worcester Polytechnic Institute.
What skills is Jeff Mello known for?
Jeff Mello is listed with skills including Risk Management, Finance, Investments, Financial Analysis, Portfolio Management, Financial Services, Mergers And Acquisitions, and Corporate Finance.
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