Mel Deane Email & Phone Number

Philadelphia, New York, United States

Legal Wealth Advisor with Truist Wealth’s Legal Specialty Group. With more than 20 years of experience in the financial services industry, and close to a decade of that time spent dedicated to working with the legal industry providing customized and comprehensive wealth management solutions to law firms and attorneys in the Northeast region. Due to industry regulations, I am unable to accept recommendations and endorsements. TIS will not accept purchase or sale orders via LinkedIn or its messaging system. Truist Investment Services, Inc., member FINRA/SIPC, is a wholly owned non-bank subsidiary of Truist Financial Corporation. Securities and insurance products or annuities sold, offered or recommended by Truist Investment Services are not a deposit, not FDIC insured, not guaranteed by a bank, not insured by any federal government agency and may lose value. Not all products and services are available in all states and financial advisors for Truist Investment Services may only conduct business in states and jurisdictions where they are properly registered. Therefore, a response for information may be delayed. Investors outside of the United States are subject to additional securities and tax regulations within their applicable jurisdictions that are not addressed on this site. For more information please contact your financial advisor. For additional important disclosures, please visit: https://www.truist.com/wealth/tis-disclosure

Philadelphia, New York, United States

In this role, I partner with AmLaw 100 firms' Managing Partners, CFOS, and COOs to meet their institutional banking/lending/ investment and capital market needs within the Philadelphia, New York, and Pittsburgh regions. This includes treasury management solutions, credit structures, interest rates, and foreign exchange needs for day-to-day operations.Additionally, I:Conduct banking/asset management/financial planning/secured and unsecured lending and mortgages for individual clients, including law firm partners and executive leadership.Source/penetrate/grow and retain client relationships, and provide distinctive/personalized investment advice via vast knowledge of offered products and solutions driven by clients' goals/risk tolerance and best interests, including private equity/real estate/hedge fund and capital markets.Establish strategies to help increase managed assets, sales, and services.Collaborate across business lines to identify products/services and develop customized financial solutions for clients' short—and long-term investment needs.Proactively cross-sell and offer referrals firm-wide to generate new business and enhance existing relationships.Coordinate strategy and decision-making with internal investment counselors/investment committees and senior leadership for individuals as well as with credit originators/underwriters for institutional credit.

New York, New York, United States

I served as Lead Salesperson for client managers within the Public Sector Group for the Securities and Fund Services product suite, which entailed collaborating with numerous divisions, including Global Transactions Services, Markets, and Banking, to maximize existing relationships and provide strategic solutions to clients. Designated to maintain/grow strategic relationships across the firm.Several achievements in this role included:Elevating new sales by 500+% and boosting revenue by 100% in 2013.Being chosen to attend offsite Women's Leadership Group forum for recognized top performers – 2013.

New York, New York, United States

In my first position with Citigroup, I assumed client acquisition/onboarding/implementation/RFP creation and response. I also maintained advisory-like relationships and facilitated influential Citi presentations to new businesses by coordinating internal resources, promptly responding to clients' needs, and providing complex transaction analysis, prompting new trade proposals. Furthermore, I leveraged specialized expertise/knowledge in lending to esoteric-type markets (Taiwan/Israel). ------------------------------------------------------Notable results of my functions included:Ranking in top 3 for sales volume for 4 consecutive years (2005 – 2008), with YoY increases exceeding 100%.Earning Chairman's Club status in recognition for sales – 2007.-----------------------------Additional ExperienceCredit Suisse First Boston Vice President – Securities Finance Group