We found the following information about Melissa M Raimundo at Beacon Trust, where Melissa M Raimundo has worked as a Vice President, Relationship Manager since 2019. Melissa's total work experience is over 13 years, during which time Melissa M Raimundo had at least nine jobs at different companies to develop skills. Melissa studied at the Rutgers Business School from 2019 to 2022. This professional received the following certifications: General Securities Representative Examination - Series 7, Uniform Combined State Law Examination - Series 66, and Uniform Securities Agent State Law Examination - Series 63. Melissa M Raimundo is proficient in three languages: English, Spanish, and Portuguese. Melissa currently is located in New York, New York. You can contact with Melissa by searching for phone or email or find further information by requesting access to this person's additional details.
Name variants:
Mel Raimundo,
Mellie Raimundo,
Missie Raimundo,
Missy Raimundo,
Lisa Raimundo,
Lissa Raimundo
Last updated Jun 01, 2024
Contact Information
Last Update
Jul 13, 2022
Email
me**@wellsfargoadvisors.com, mm**@syr.edu
Location
New York, NY
Company
Workplace
Vice President, Relationship Manager
Morristown, NJ
Industry
Investment Management, Trust Management Investment Advisory Service Management Consulting Services, Trust, Fiduciary, & Custody Activities
Colleagues
Work History
Vice President, Relationship Manager
163 Madison Ave, Morristown, NJ 07960
from Jul 2019
Vice President of Portfolio and Wealth Advisory
140 east 45Th St, New York, NY 10017
Jul 2018 — Jul 2019
Associate Vice President
1 north Jefferson Ave St, Louis, MO
Mar 2016 — Jul 2018
Private Banking Analyst
270 Park Ave, New York, NY 10010
Researched market trends and provided strategic investment advice to High Net Worth individuals
Analyzed client portfolios and wealth projections to effectively create long term wealth pla...
Jul 1, 2012 — Feb 2016
Research Fellow
Syracuse, NY
Interviewed Syracuse City Leaders and Community Organizers Canvassed community residents and led Ganzian workshops Researched and analyzed community oriented policing strategies
Jan 2010 — May 2012
Intern
1 Kipling Rd, Brattleboro, VT 05301
Established and developed video conferencing capabilities in DC office and helped coordinate and run workshops for Iraqi fellowship undergrad students
May 2009 — Aug 2009
Tutor and Teacher's Aid
320 Park Ave, New York, NY 10010
Mentored children with low standardized test scores and developed their reading skills while inspiring them to understand that learning is fun and crucial
Feb 2009 — May 2012
Technology Engineering Department Intern
388 Greenwich St, New York, NY 10013
Assisted department head with administrative & managerial duties Planned & organized monthly group meetings for engineering department Prioritized engineering work efforts and responded to n...
Jun 2007 — Aug 2007
Law Clerk and Intern
Implemented a new organization system for client database and processed case briefings
Oct 2005 — Mar 2006
Education
2019 — 2022
2008 — 2012
Occupations
Executive
Vice President
Sales Specialist
Relationship Manager
Accountant
Finance and Accounting Specialist
Chief Executive
Account Service Manager
Customer Service
Accounting Bookkeeper
Bookkeeper
Skills
Spanish
Management
Relationship Management
Portuguese
Microsoft Office
Cross Functional Team Leadership
Microsoft Excel
Microsoft Word
Powerpoint
Windows Sharepoint Services
Visio
Organization
Project Management
Strategic Planning
International Relations
Leadership
Public Speaking
Teamwork
Customer Service
Social Media
FAQs about Melissa M Raimundo
What's the main profession of Melissa M Raimundo?
The expert is a Vice President, Relationship Manager.
What are the profession of Melissa?
These person's professions are Executive and Vice President
Where is Melissa M Raimundo currently located?
Melissa M Raimundo is currently located in New York, New York.
What is Melissa's email?
Melissa M Raimundo's email is me**@wellsfargoadvisors.com and mm**@syr.edu.
How many companies did Melissa M Raimundo work at?
Melissa M Raimundo worked at nine jobs.
What education does Melissa M Raimundo have?
Melissa studied at the Rutgers Business School from 2019 to 2022.
Are there any professional certifications, that Melissa M Raimundo has?
Melissa M Raimundo received the following certifications: General Securities Representative Examination - Series 7 and Uniform Combined State Law Examination - Series 66.
What languages does Melissa M Raimundo speak?
Melissa M Raimundo speaks English, Spanish, and Portuguese.