See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

Melissa Couch profile image

Melissa Couch

Assistant Director of Advisory Operat... at <a class="not-italic font-text_font text-[18px] font-bold cursor-pointer text-link_color" target="_blank" href="/companies/principalfinancialgroup">Principal Financial Group</a>
Intro Book
Financial professional with expertise in investments and retirement planning.
  • Claim this Profile
Location
North Grafton, Massachusetts, United ...
Skills
  • Mutual Funds
  • Investments
  • Relationship Management
  • Etfs
  • Separately Managed Accounts
  • Show all
image
image

Refer a Friend to Get
100 Credits For FREE

Refer a Friend Now

Bio

Generated by
Topline AI
Melissa Couch is a seasoned financial professional with expertise in investments, relationship management, and retirement planning. She has a strong background in the financial services industry, with experience at top companies including Principal Financial Group, Advisor Group, and MassMutual Financial Group. She holds an MBA from Northern Kentucky University and a Bachelor's degree from Gettysburg College.

Experience

  • Principal Financial Group
    • United States
    • Financial Services
    • 700 & Above Employee
    • Assistant Director of Advisory Operations
      • Jan 2024 - Present

    • Assistant Director Advisory Products and Platforms
      • Dec 2019 - Feb 2024

  • Advisor Group
    • IP Platform Manager
      • Nov 2018 - Dec 2019
  • Signator Investors, Inc.
    • Boston
    • Director - Corporate Registered Investment Advisor
      • Aug 2012 - Nov 2018
      • Boston
  • MassMutual Financial Group
    • Springfield, Massachusetts
    • Relationship Manager - Product and Sales
      • Oct 2007 - Aug 2012
      • Springfield, Massachusetts
  • ONESCO
    • Marketing Manager
      • 2006 - 2007

Education

  • 2004 - 2006
    Northern Kentucky University
  • 1993 - 1997
    Gettysburg College

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Social Profiles

Community

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

Similar Profiles