Charles Melita
Financial Services Professional at Integrated Financial Concepts Red Bank NJ- Claim this Profile
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Bio
Experience
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Integrated Financial Concepts
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United States
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Financial Services
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1 - 100 Employee
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Financial Services Professional
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Oct 2018 - Present
Asset Protection Business Succession Strategies Executive Benefits Strategies for maintaining key employees Legacy Planning Life Insurance Risk Mitigation Retirement Planning & Strategies Tax Efficient Strategies for Retirement Wealth Preservation Asset Protection Business Succession Strategies Executive Benefits Strategies for maintaining key employees Legacy Planning Life Insurance Risk Mitigation Retirement Planning & Strategies Tax Efficient Strategies for Retirement Wealth Preservation
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RAM Enterprises, LLC
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Tinton Falls, New Jersey
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Owner
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Oct 2013 - Oct 2018
Asset Protection Business Succession Strategies Executive Benefits Strategies for maintaining key employees Legacy Planning Life Insurance Risk Mitigation Retirement Planning & Strategies Tax Efficient Strategies for Retirement Wealth Preservation Asset Protection Business Succession Strategies Executive Benefits Strategies for maintaining key employees Legacy Planning Life Insurance Risk Mitigation Retirement Planning & Strategies Tax Efficient Strategies for Retirement Wealth Preservation
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Melita Associates LLC
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Red Bank, New Jersey
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Owner
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Mar 1997 - Oct 2013
Established Financial Services company providing highly specialized solutions for medical professionals. Developed hundreds of new business relationships. Established Financial Services company providing highly specialized solutions for medical professionals. Developed hundreds of new business relationships.
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American Express
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United States
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Financial Services
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700 & Above Employee
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National Account Manager
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1982 - 1996
Maintaining and expanding existing business relationships amongst client base of fortune 100 companies Developed and expand strong referral networks Maintained strong "Centers of Influence" throughout multiple professions Maintaining and expanding existing business relationships amongst client base of fortune 100 companies Developed and expand strong referral networks Maintained strong "Centers of Influence" throughout multiple professions
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Community
