Melanie Horvat Email and Phone Number
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Melanie Horvat personal email
With six years of financial services experience, Melanie Horvat provides complex client service, with a focus on account management, operations, and issue resolution.Prior to joining Callan Family Office, Melanie began her career at Abbot Downing, Wells Fargo’s ultra-high-net-worth business. She joined the firm as a client service associate and rose to the role of senior client service consultant, where she was responsible for overall account management and administration of client relationships.__Callan Family Office represents a different approach to wealth management. As an independent firm, we are fully focused on delivering precise and objective counsel.Our firm was founded by highly credentialed professionals and leverages the investment insight, research, and opportunities of Callan LLC, one of the largest independently owned investment consulting firms in the US and serving institutional and investment advisor clients with more than $3 trillion in assets under advisement.Our team consists of family office industry veterans with extensive experience and knowledge in many facets of wealth management. At Callan Family Office, we understand that wealth requires responsibility and is both complex and personal. Our objective is to meet the multidimensional needs of our clients with expertise, integrity, transparency, and original thinking.__Callan Family Office is not affiliated with Callan LLC. Callan LLC has licensed the Callan® trademark to Callan Family Office for use in providing investment advisory services to ultra-high net worth clients, family foundations, and endowments. Callan Family Office and Callan LLC are independent, unaffiliated investment advisory firms separately registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940.
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Senior Client Relationship ConsultantCallan Family Office Mar 2022 - PresentWest Palm Beach, Florida, United States -
Client Service ConsultantAbbot Downing Jan 2018 - Mar 2022Palm Beach, Florida, United States -
Client Service AssociateAbbot Downing Jun 2015 - Jan 2018Palm Beach, Fl -
Private Wealth Management InternRegions Financial Corporation Jun 2014 - Aug 2014Nashville, Tn• Attended client meetings as well as weekly committee meetings• Created and sent out letters to clients about updates that were needed• Conducted reviews of account activity and terms following policies • Formulated and presented a monthly schedule of trust assistant calls to trust and wealth executives with other colleagues -
Financial Advisory Services InternBristol County Savings Bank Jun 2013 - Aug 2013North Attleboro, Ma• Prepared monthly reviews for all clients using Investors View• Analyzed and interpreted trust documents, administrative questionnaires’, investment objective forms, account closings and discretionary forms • Developed the ability to use systems known as, SunGuard, Investors View and GoldMine -
InternBrennan, Recupero, Cascione, Scungio & Mcallister, Llp Jun 2013 - Aug 2013Providence, Rhode Island Area• Examined and organized files • Worked with Attorneys on daily tasks • Interacted with clients by answering the phones, directing them to the correct person, sitting in on meetings• Converted and mail merged documents from Word Perfect to Microsoft Word -
Marketing InternDistinctive Hospitality Group Jun 2012 - Aug 2012Natick, Ma• Helped created brochures and posters using Adobe Photoshop• Promoted events at three properties within the hospitality group• Planned future events and new ways of marketing online and Assisted with photo shoots
Melanie Horvat Skills
Melanie Horvat Education Details
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Trust And Wealth Management -
Saint Mary'S Academy Bay ViewHigh School
Frequently Asked Questions about Melanie Horvat
What company does Melanie Horvat work for?
Melanie Horvat works for Callan Family Office
What is Melanie Horvat's role at the current company?
Melanie Horvat's current role is Senior Client Relationship Consultant at Callan Family Office.
What is Melanie Horvat's email address?
Melanie Horvat's email address is me****@****ing.com
What schools did Melanie Horvat attend?
Melanie Horvat attended Campbell University, Saint Mary's Academy Bay View.
What skills is Melanie Horvat known for?
Melanie Horvat has skills like Time Management, Teamwork, Critical Thinking, Communication, Financial Analysis, Microsoft Excel, Microsoft Word, Powerpoint, Public Speaking, Investments, Social Media, Leadership.
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Melanie Horvat
Director Of Operational Oversight L Mentor L Charity Lead L Mental Health Champion L Six Sigma Green BeltFort Mill, Sc1lseg.com -
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