Melissa Cronenweth

Melissa Cronenweth Email and Phone Number

Executive Coordinator at TouchPoint Wealth Partners @ TouchPoint® Wealth Partners
Melissa Cronenweth's Location
Union, Kentucky, United States, United States
Melissa Cronenweth's Contact Details

Melissa Cronenweth personal email

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About Melissa Cronenweth

I have learned to never take anything for granted. I’ve found that being a positive person helps others be positive. I am an innovative thinker and have the ability to learn quickly. I love working with others, communicating with others, building relationships with co-workers and industry colleagues, which in turn helps me develop a broader understanding of the securities industry, and continually improve my personal skills.Specialties: Compliance, Branding, Microsoft Works, NetxPro, Zia, Adobe CS5, Networking,

Melissa Cronenweth's Current Company Details
TouchPoint® Wealth Partners

Touchpoint® Wealth Partners

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Executive Coordinator at TouchPoint Wealth Partners
Melissa Cronenweth Work Experience Details
  • Touchpoint® Wealth Partners
    Executive Coordinator
    Touchpoint® Wealth Partners Mar 2022 - Present
    Cincinnati, Ohio, United States
  • Pension Corporation Of America
    Conversion Analyst
    Pension Corporation Of America Aug 2020 - Mar 2021
    Cincinnati, Ohio, United States
  • Ross Sinclaire & Assoc Llc
    Marketing Coordinator
    Ross Sinclaire & Assoc Llc Jun 2001 - Jun 2020
    -Currently in charge of all advertising and marketing for Ross, Sinclaire & Associates LLC. -Closed over 625 Municipalities in the states of KY, OH, TN, IN, and WV (well over $1Billion in transactions)-Admin to Managing Director of Sales & Trading-Consistent contact w/ the Depository Trust Co (DTC), Municipal Securities Rulemaking Board (MSRB), Securities Exchange Commission (SEC), Standard & Poor's/JJ Kenny (S&P), and Cusip Service Bureau.-Use of Bloomberg for trade executions… Show more -Currently in charge of all advertising and marketing for Ross, Sinclaire & Associates LLC. -Closed over 625 Municipalities in the states of KY, OH, TN, IN, and WV (well over $1Billion in transactions)-Admin to Managing Director of Sales & Trading-Consistent contact w/ the Depository Trust Co (DTC), Municipal Securities Rulemaking Board (MSRB), Securities Exchange Commission (SEC), Standard & Poor's/JJ Kenny (S&P), and Cusip Service Bureau.-Use of Bloomberg for trade executions on Net Exchange Pro (Pershing-Clearing firm)-Zia Trading Platform-Responsible for compliance on trade executions in all offices (Louisville, KY; Nashville, TN; Indianapolis, IN; St Petersburg, FL)-Updating Bond Inventory-End of Month Inventory-Fill in for administrative duties when others are out of the office/offices.-Constant contact w/ clientele and maintaining their account inquiries, setting up new accts, req dividend/interest checks, deliveries of securities, and spreadsheets for projected cash flow.-Processed weekly resets for variable rate demand note issues.-Maintained inventory database at RSA for Thomson FInancial Quarterly Reports. Show less

Melissa Cronenweth Skills

Marketing Management Sales Bonds Strategic Planning Customer Service Bloomberg Trading Advertising Budgets Securities Marketing Strategy Microsoft Excel Adobe Creative Suite Email Marketing Leadership Online Advertising Public Speaking New Business Development

Melissa Cronenweth Education Details

Frequently Asked Questions about Melissa Cronenweth

What company does Melissa Cronenweth work for?

Melissa Cronenweth works for Touchpoint® Wealth Partners

What is Melissa Cronenweth's role at the current company?

Melissa Cronenweth's current role is Executive Coordinator at TouchPoint Wealth Partners.

What is Melissa Cronenweth's email address?

Melissa Cronenweth's email address is mc****@****orp.com

What is Melissa Cronenweth's direct phone number?

Melissa Cronenweth's direct phone number is +151338*****

What schools did Melissa Cronenweth attend?

Melissa Cronenweth attended University Of Cincinnati.

What skills is Melissa Cronenweth known for?

Melissa Cronenweth has skills like Marketing, Management, Sales, Bonds, Strategic Planning, Customer Service, Bloomberg, Trading, Advertising, Budgets, Securities, Marketing Strategy.

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