Megan Vellucci

Client Administration Associate at BBR Partners
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Contact Information
us****@****om
(386) 825-5501
Location
Springfield, JE
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Experience

  • BBR Partners
    • United States
    • Investment Management
    • 100 - 200 Employee
    • Client Administration Associate
      • Nov 2016 - Present
  • Fidelity Investments
    • United States
    • Financial Services
    • 700 & Above Employee
    • Director - Client Experience
      • Sep 2013 - Oct 2015

    • Private Client Specialist
      • Nov 2011 - Sep 2013

      Wayne , New Jersey

  • Charles Schwab
    • United States
    • Financial Services
    • 700 & Above Employee
    • Client Service Manager
      • Feb 2009 - Nov 2011

      New Jersey

  • C.E. Unterberg, Towbin
    • Investment Banking
    • 1 - 100 Employee
    • Sales Assistant
      • 2004 - 2006

Education

  • Wagner College
    Master's degree, Business Administration and Management, General
    2001 - 2004
  • Seton Hall University
    Bachelor of Science (B.S.), Finance, General
    1997 - 2000

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