AeroLeads people directory · profile
Melissa Smith-Pcc Cpba Cpma Email & Phone Number
Founder, Executive Certified Coach
at
Melissa B Smith LLC
1 work email found
@melissabsmith.com
1 phone found area 866
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Founder, Executive Certified Coach
Location
Charlotte, North Carolina, United States
Company size
Who is Melissa Smith-Pcc Cpba Cpma? Overview
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Quick answer
Melissa Smith-Pcc Cpba Cpma is listed as Founder, Executive Certified Coach at Melissa B Smith LLC, a company with 6 employees, based in Charlotte, North Carolina, United States. AeroLeads shows a work email signal at melissabsmith.com, phone signal with area code 866, and a matched LinkedIn profile for Melissa Smith-Pcc Cpba Cpma.
Melissa Smith-Pcc Cpba Cpma previously worked as Professional Certified Coach at Betterup and Professional, Certified Coach at Ezra Coaching. Melissa Smith-Pcc Cpba Cpma holds Bachelor Of Music Education, Music Ed K - 12 from Ohio Northern University.
Company email context
Email format at Melissa B Smith LLC
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{first}@melissabsmith.com
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AeroLeads found 1 current-domain work email signal for Melissa Smith-Pcc Cpba Cpma. Compare company email patterns before reaching out.
Profile bio
About Melissa Smith-Pcc Cpba Cpma
Certified Professional Coach with 5,000+ hours of 1:1 experience with more than 600 clients in over 50 companies in the Americas, EMEA, and APAC representing: Aerospace, Entertainment, Financial Services, Fashion, Food, Manufacturing, Non-Profit, Packaging, Package Delivery, Pharmaceutical, and Technology. Proficient in content development and facilitation skills that educate, inspire, and promote inclusion and collaboration. Innovative financial industry leader with extensive experience developing strategic plans that generate revenue, increase new business development, and enhance client loyalty. Client and financial advisor subject-matter expert with a history of success leading and managing teams to achieve optimal business goals. A passionate advocate for charities in the Charlotte area.
Listed skills include Leadership, Financial Services, Investments, Finance, and 21 others.
Current workplace
Melissa Smith-Pcc Cpba Cpma's current company
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Melissa B Smith Llc
12 roles · 33 years
Melissa Smith-Pcc Cpba Cpma work experience
A career timeline built from the work history available for this profile.
Professional Certified Coach
Current
Feb 2023 - Present
Professional, Certified Coach
Current
Jan 2021 - Present
Talent Development Consultant
Current
Dec 2018 - Present
Founder, Professional Certified Coach
CurrentWith more than two decades of experience inside America’s lsrgest financial institutions, Melissa is an innovative leader with extensive experience developing strategic plans that generate revenue, increase new business, and enhance client loyalty. She knows how to help build a strategy for you and/or your team that is coordinated with your company’s.
May 2018 - Present
Partner And Chief Operating Officer
Collaborated with Founder, Bob Finder and the Senior Leadership Team on the Fin-Comm strategic plan, end-to-end sales process, budgeting and resource allocation efforts, and client experience tracking. Managed vendor relationships and client contracts and organized virtual and in-person client workshops.
Oct 2019 - Feb 2021
First Vice President - Field Leadership Growth & Development, Private Client Group
As part of an inaugural coaching initiative, I partnered with a select pool of Private Client Group market, complex, and branch managers who elected to engage in a coaching relationship. The program touched over 60% of Wells Fargo Advisors' field leaders (approximately 500) and included: performance enrichment content and delivery; follow-up, one-on-one.
Apr 2015 - Sep 2018
Vp - Women And Retirement Market Manager
Spearheaded Women & Retirement (W&R) strategy for Wells Fargo Retail Retirement, driving a 16% share of wallet (SOW) increase and 2.2x related new products.- Developed client resources (print/online) & forums via cross-functional teams.- Built strong partnerships for client initiatives with internal & external stakeholders.- Executed large-scale retirement.
Jun 2011 - Mar 2015
Director, Client And Fa Insights
Led a team responsible for understanding and measuring factors driving Client and Financial Advisor (FA) satisfaction and loyalty as part of WFA’s Client Loyalty Strategic Initiative. Oversaw analysis and applied data science to Client and FA satisfaction and loyalty data that supported the development of strategic direction for the firm.
1993 - Jul 2011
Regional Business Specialist Team Leader, Avp
Led a team of 10 full-time Regional Business Specialists recruiting experienced Financial Advisors. Ensured smooth conversion by analyzing & streamlining processes (mapping first calls, integrating Business Planner, reporting, & Salesforce™ enhancements). Maintained close communication with regional & channel leaders.
2005 - 2006
~1 yr
2001 - 2005
~4 yrs
Financial Advisor
Provided financial advice and investments to affluent clients.
1996 - 2001
~5 yrs
2 education records
Melissa Smith-Pcc Cpba Cpma education
Bachelor Of Music Education, Music Ed K - 12
Ma, Non-Profit Administration
FAQ
Frequently asked questions about Melissa Smith-Pcc Cpba Cpma
Quick answers generated from the profile data available on this page.
What company does Melissa Smith-Pcc Cpba Cpma work for?
Melissa Smith-Pcc Cpba Cpma works for Melissa B Smith LLC.
What is Melissa Smith-Pcc Cpba Cpma's role at Melissa B Smith LLC?
Melissa Smith-Pcc Cpba Cpma is listed as Founder, Executive Certified Coach at Melissa B Smith LLC.
What is Melissa Smith-Pcc Cpba Cpma's email address?
AeroLeads has found 1 work email signal at @melissabsmith.com for Melissa Smith-Pcc Cpba Cpma at Melissa B Smith LLC.
What is Melissa Smith-Pcc Cpba Cpma's phone number?
AeroLeads has found 1 phone signal(s) with area code 866 for Melissa Smith-Pcc Cpba Cpma at Melissa B Smith LLC.
Where is Melissa Smith-Pcc Cpba Cpma based?
Melissa Smith-Pcc Cpba Cpma is based in Charlotte, North Carolina, United States while working with Melissa B Smith LLC.
What companies has Melissa Smith-Pcc Cpba Cpma worked for?
Melissa Smith-Pcc Cpba Cpma has worked for Melissa B Smith Llc, Betterup, Ezra Coaching, Lee Hecht Harrison, and Fin-Comm.
How can I contact Melissa Smith-Pcc Cpba Cpma?
You can use AeroLeads to view verified contact signals for Melissa Smith-Pcc Cpba Cpma at Melissa B Smith LLC, including work email, phone, and LinkedIn data when available.
What schools did Melissa Smith-Pcc Cpba Cpma attend?
Melissa Smith-Pcc Cpba Cpma holds Bachelor Of Music Education, Music Ed K - 12 from Ohio Northern University.
What skills is Melissa Smith-Pcc Cpba Cpma known for?
Melissa Smith-Pcc Cpba Cpma is listed with skills including Leadership, Financial Services, Investments, Finance, Management, Strategic Planning, Strategy, and Public Speaking.
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