Team Member
Director of Marketing and Operations
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Melinda has over 14 years of Marketing and Operations experience in the finance industry. Most recently she worked for Charles River Development, A State Street Company where she focused on their wealth specific technology. Her passion lies in business growth and maximizing efficiency. She is a graduate of Eastern Nazarene College, with a Bachelor of Science in Marketing.
Sydney has several years of experience in business operations and customer care.
With ten years of experience as a retail store manager, Carrie has a deep understanding of business operations, team management, and customer service.
Jill has built an extensive career in accounting and business operations, gaining experience in nearly every aspect of what makes a business successful.
With over 20 years of experience in finance, including roles as a comptroller, general manager, and bookkeeper, Kendra excels in delivering efficiency and superior time management to her clients.
Kathleen leverages her extensive corporate experience to elevate small and mid-sized companies, enabling them to bill more efficiently, integrate new technologies, and gain a deeper understanding of their financials with…
With over 30 years of experience in accounting management, Michelle has excelled in both corporate and entrepreneurial environments, while also contributing her expertise to non-profit civic organizations as a board…