As a Compliance Officer, Melodee is responsible for reviewing and approving new accounts, reviewing trades, executing model portfolio trades, and commission processing. Her keen eye and over 12 years of experience make her an asset to MSTC, our advisors, and their clients.
Prior to joining the team, Melodee worked with AIG VALIC as a District Office Coordinator, then as an office manager and executive administrative assistant for an independent financial investment firm starting in 2009 until joining MSTC in 2017. She has Illinois life and health insurance licenses, as well as the FINRA Series 7, 66, and 24 licenses.
Melodee lives in Green Valley with her husband, Joseph, a retired Chief Petty Officer in the U.S. Navy. They have seven children, five grandchildren, and one feline family member. In her free time, she enjoys boating, fishing, bowling, and reading.
Contact Melodee at firstname.lastname@example.org.