Melanie Bertch
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Melanie Bertch Email & Phone Number

An Experienced People Leader and Private Client Manager Specializing in Strategic Management of Wealth, Generational Wealth Transfer, and Business Relationship Management at Vanguard
Location: Charlotte Metro, United States 6 work roles 1 school
1 work email found @tiaabank.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email m****@tiaabank.com
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Current company
Vanguard
Role
An Experienced People Leader and Private Client Manager Specializing in Strategic Management of Wealth, Generational Wealth Transfer, and Business Relationship Management
Location
Charlotte Metro, United States
Company size
25515 employees

Who is Melanie Bertch? Overview

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Quick answer

Melanie Bertch is listed as An Experienced People Leader and Private Client Manager Specializing in Strategic Management of Wealth, Generational Wealth Transfer, and Business Relationship Management at Vanguard, a with 25515 employees, based in Charlotte Metro, United States. AeroLeads shows a work email signal at tiaabank.com and a matched LinkedIn profile for Melanie Bertch.

Melanie Bertch previously worked as Private Client Manager at Massmutual Trust Company and Senior Trust Administrator at Tiaa. Melanie Bertch holds Wealth And Investment Management, Financial Planning And Services from Campbell University.

Company email context

Email format at Vanguard

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{first}.{last}@tiaabank.com
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Profile bio

About Melanie Bertch

With over fifteen years in the financial services sector, my journey has now evolved into the role of Private Client Manager at MassMutual Trust Company, where I leverage my credentials and expertise in financial planning to manage and deepen business relationships. Previously at TIAA, I honed my skills in trust administration and client relationship consulting, always with a focus on aligning financial strategies with client aspirations. The mission of delivering personalized wealth management solutions is at the core of my practice, ensuring that I contribute to our team's success by aligning our services with our clients' most valued goals. My commitment is to provide comprehensive guidance that resonates with the diverse needs and visions of those we serve.

Listed skills include Wealth Management, Sales Management, Small Business Lending, Consumer Lending, and 4 others.

Current workplace

Melanie Bertch's current company

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Vanguard
Vanguard
An Experienced People Leader and Private Client Manager Specializing in Strategic Management of Wealth, Generational Wealth Transfer, and Business Relationship Management
Charlotte, North Carolina, United States
Website
vanguard.com
Employees
25515
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Company profile
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6 roles

Melanie Bertch work experience

A career timeline built from the work history available for this profile.

Role listed

Vanguard

Charlotte, North Carolina, United States

Senior Trust Administrator

Tiaa

New York, Ny, Us

Nov 2020 - Jul 2023

Wealth Management Client Relationship Consultant

Tiaa

New York, Ny, Us

Feb 2019 - Nov 2020

Branch Manager Iii

Wells Fargo

San Francisco, California, Us

Aug 2012 - Apr 2017
Team & coworkers

Colleagues at Vanguard

Other employees you can reach at vanguard.com. View company contacts for 25515 employees →

SP Stacey P. Stacey P. Colleague at VanguardGreater Philadelphia, United States View → TB Ty Baker Ty Baker Colleague at VanguardSurprise, Arizona, United States View → SM Sailesh Marepalli Sailesh Marepalli Colleague at VanguardKing Of Prussia, Pennsylvania, United States View → SV Stephanie Varner, Mba Stephanie Varner, Mba Colleague at VanguardScottsdale, Arizona, United States View → JG Jayesh Gopalji Jayesh Gopalji Colleague at VanguardGreater Philadelphia, United States View → DO David O'Such, Cfa David O'Such, Cfa Colleague at VanguardGreater Philadelphia, United States View → DW Danielle Wiley Danielle Wiley Colleague at VanguardRoyersford, Pennsylvania, United States View → PK Pam Kroberger Pam Kroberger Colleague at VanguardCollegeville, Pennsylvania, United States View → MR Melanie Russo Melanie Russo Colleague at VanguardPhoenixville, Pennsylvania, United States View → JS Justin Serrenti Justin Serrenti Colleague at VanguardGreater Philadelphia, United States View →
1 education record

Melanie Bertch education

  • Campbell University
    Campbell University
    Financial Planning And Services
FAQ

Frequently asked questions about Melanie Bertch

Quick answers generated from the profile data available on this page.

What company does Melanie Bertch work for?

Melanie Bertch works for Vanguard.

What is Melanie Bertch's role at Vanguard?

Melanie Bertch is listed as An Experienced People Leader and Private Client Manager Specializing in Strategic Management of Wealth, Generational Wealth Transfer, and Business Relationship Management at Vanguard.

What is Melanie Bertch's email address?

AeroLeads has found 1 work email signal at @tiaabank.com for Melanie Bertch at Vanguard.

Where is Melanie Bertch based?

Melanie Bertch is based in Charlotte Metro, United States while working with Vanguard.

What companies has Melanie Bertch worked for?

Melanie Bertch has worked for Vanguard, Massmutual Trust Company, Tiaa, Wells Fargo Advisors, and Wells Fargo.

Who are Melanie Bertch's colleagues at Vanguard?

Melanie Bertch's colleagues at Vanguard include Stacey P., Ty Baker, Sailesh Marepalli, Stephanie Varner, Mba, and Jayesh Gopalji.

How can I contact Melanie Bertch?

You can use AeroLeads to view verified contact signals for Melanie Bertch at Vanguard, including work email, phone, and LinkedIn data when available.

What schools did Melanie Bertch attend?

Melanie Bertch holds Wealth And Investment Management, Financial Planning And Services from Campbell University.

What skills is Melanie Bertch known for?

Melanie Bertch is listed with skills including Wealth Management, Sales Management, Small Business Lending, Consumer Lending, Customer Satisfaction, Trust Services, Estate Tax Planning, and Business Partner Relations.

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