Melissa Tully

Melissa Tully Email and Phone Number

Senior Investment Assistant @ MLD Wealth
Melissa Tully's Location
Calgary, Alberta, Canada, Canada
Melissa Tully's Contact Details

Melissa Tully personal email

n/a
About Melissa Tully

With over seven years of experience in the financial services industry, I am a skilled financial planning associate with a passion for helping clients achieve their financial goals. I have earned the Canadian Securities Course (CSC) certification, and have a strong background in business and commerce from Saint Mary's University and Nova Scotia Community College. I have worked with various wealth management firms, such as Richardson Wealth, RBC Dominion Securities, BMO Nesbitt Burns, and TD Wealth Management, where I have supported senior advisors, managed client relationships, and contributed to the growth and retention of the client base. I have also developed excellent communication, interpersonal, and team motivation skills, which have enabled me to collaborate effectively with clients, colleagues, and partners. I am looking for an opportunity to leverage my financial planning and investment management expertise in a dynamic environment.

Melissa Tully's Current Company Details
MLD Wealth

Mld Wealth

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Senior Investment Assistant
Melissa Tully Work Experience Details
  • Mld Wealth
    Senior Investment Assistant
    Mld Wealth Dec 2023 - Present
    Calgary, Alberta, Canada
    View
  • Richardson Wealth
    Associate - Financial Planner
    Richardson Wealth Jan 2023 - Sep 2023
    View
  • Rbc Dominion Securities
    Associate
    Rbc Dominion Securities Sep 2019 - Sep 2022
    Calgary, Canada Area
    View
  • Bmo Nesbitt Burns
    Client Service Associate
    Bmo Nesbitt Burns Jul 2018 - Sep 2019
    Calgary, Canada Area
    View
  • Td Wealth Management
    Client Service Associate
    Td Wealth Management May 2017 - Jun 2018
    Halifax, Canada Area
  • Envy Clothing Company
    Keyholder
    Envy Clothing Company Nov 2011 - Jan 2017
    Halifax, Nova Scotia, Canada

Melissa Tully Skills

Teamwork Retail Sales Social Media Visual Merchandising Multi Task And Handle High Volume Workloads Time Management Sales

Melissa Tully Education Details

Frequently Asked Questions about Melissa Tully

What company does Melissa Tully work for?

Melissa Tully works for Mld Wealth

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

Melissa Tully's current role is Senior Investment Assistant.

What is Melissa Tully's email address?

Melissa Tully's email address is me****@****gmp.com

What schools did Melissa Tully attend?

Melissa Tully attended Nova Scotia Community College - Nscc, Saint Mary's University, Canadian Securities Institute, Canadian Securities Institute.

What skills is Melissa Tully known for?

Melissa Tully has skills like Teamwork, Retail Sales, Social Media, Visual Merchandising, Multi Task And Handle High Volume Workloads, Time Management, Sales.

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