Melissa Shustack, CFP®
FinServ Mentor @ FinServ Foundation
About
Graduate from The University of Alabama with a Bachelors of Science in Finance and a minor in Personal Wealth Management.
United States
Charlotte
Financial Services
Microsoft Office, Public Speaking, Team Leadership, Research, Business Development, C#, Microsoft Word, Microsoft Excel, Visual Studio, Tableau, Customer Service, Collaborative Problem Solving, Leadership
Experience
FinServ Mentor
FinServ Foundation
Senior Financial Advisor
Vanguard
Financial Advisor
Vanguard
Charlotte, North Carolina, United States
•Create and implement financial plans for clients with $50k-$500k AUM •Provide clients with behavioral coaching to promote overall financial success •Collaborate across business departments on account transfers, trades, and sales opportunities to ensure a smooth onboarding process for clients
Transportation Policy Researcher
The Alabama Transportation Institute
•Collected and organized research data for publications •Collaborated on and later presented a paper on child transportation safety laws at the Transportation Research Board’s annual conference
Student
The University of Alabama
Tuscaloosa, Alabama Area
MIS Teaching Assistant
The University of Alabama
Tuscaloosa, Alabama Area
College to Corporate- Advice
Vanguard
Charlotte, North Carolina, United States
Policy Research Intern
Alabama Transportation Institute
Tuscaloosa, Alabama Area
•Created a revenue calculator utilizing Tableau to illustrate the effect of gas tax increases in Alabama
Sales Floor Associate
Kirkland's
Education
The University of Alabama
Melissa Shustack, CFP®'s Contact Information
Phone
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