Melania McCarley, MIB, AIF

Regional Consultant at Sage Advisory
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Prosper, Texas, United States, US
Languages
  • Spanish Native or bilingual proficiency

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now

Credentials

  • Accredited Investment Fiduciary
    Fi360
    May, 2019
    - Nov, 2024

Experience

  • Sage Advisory
    • Investment Management
    • 1 - 100 Employee
    • Regional Consultant
      • May 2023 - Present

  • Resolute Investment Managers
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Internal Wholesaler
      • Aug 2021 - May 2023

  • Capital Group
    • United States
    • Financial Services
    • 700 & Above Employee
    • Retirement Plan Sales Consultant
      • Jun 2017 - Aug 2021

  • Valeo Financial Advisors LLC
    • United States
    • Financial Services
    • 100 - 200 Employee
    • Business Development Manager
      • Jun 2016 - May 2017

      Valeo provides individuals and their families with independent, comprehensive financial planning and investment advice which generally includes advice related to client's business, cash flow, charitable giving, education funding, estate planning, liabilities, insurance investments, retirement, and taxes. Recommendations are tailored to each client's individual circumstances. My role as a Business Development manager is to create new opportunities to grow the organization. Valeo provides individuals and their families with independent, comprehensive financial planning and investment advice which generally includes advice related to client's business, cash flow, charitable giving, education funding, estate planning, liabilities, insurance investments, retirement, and taxes. Recommendations are tailored to each client's individual circumstances. My role as a Business Development manager is to create new opportunities to grow the organization.

  • Bison Financial Group-A Private Wealth Advisory Practice of Ameriprise Financial Services, LLC
    • Financial Services
    • 1 - 100 Employee
    • Executive Vice President, Chief Development Officer, Management Committee Chair
      • Aug 2014 - Mar 2016

      Operating committee responsibility for recruiting, MENTOR and marketing. Operating committee responsibility for recruiting, MENTOR and marketing.

  • VALIC
    • Financial Services
    • 500 - 600 Employee
    • Financial Advisor
      • Jun 2013 - Jul 2014

      Responsible for managing and developing an assigned book of business across VALIC’s products and services. Required to grow the book of business by assessing, assisting, and advising clients on products and services that are best suited for their needs. Responsible for developing relationships with existing clients and building relationships with new clients from referrals, prospecting and educational seminars. Responsible for managing and developing an assigned book of business across VALIC’s products and services. Required to grow the book of business by assessing, assisting, and advising clients on products and services that are best suited for their needs. Responsible for developing relationships with existing clients and building relationships with new clients from referrals, prospecting and educational seminars.

  • American Beacon Advisors
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Internal sales
      • Mar 2010 - Mar 2013

      Internal sales- Started the retail sales desk for American Beacon Advisors, Inc. Currently cover 3 Territories. I work closely with product managers and wholesalers to disseminate information about our products to the brokerage community. Internal sales- Started the retail sales desk for American Beacon Advisors, Inc. Currently cover 3 Territories. I work closely with product managers and wholesalers to disseminate information about our products to the brokerage community.

  • King Investment Advisros, Inc.
    • Regional VP
      • Aug 2007 - Dec 2008

      Responsible for the sales of KING Investment Advisors, Inc. products to brokers and individual investors in the Dallas- Fort Worth (DFW) Area. Primary responsibilities are to increase assets and market share of KING Investments Advisor Products. Responsible for the sales of KING Investment Advisors, Inc. products to brokers and individual investors in the Dallas- Fort Worth (DFW) Area. Primary responsibilities are to increase assets and market share of KING Investments Advisor Products.

  • Invesco US
    • United States
    • Investment Management
    • 700 & Above Employee
    • Sales
      • Mar 1998 - May 2007

      Internal Sales and analyst position Internal Sales and analyst position

Education

  • University of St. Thomas (TX)
    Master’s Degree, MIB Master of International Business
    2005 - 2007
  • University of Houston
    BS, Economics minor in Spanish
    1993 - 1997

Community

You need to have a working account to view this content. Click here to join now