Wealth Management Client Service Associate
Melody joined Sapers & Wallack as a Wealth Management Client Service Associate. She works with the firm’s wealth managers to streamline and drive client-related activities. As a member of the wealth management team, she focuses on enhancing client relationships, communications and event planning. She collaborates with the other members of the team to provide a personalized service model.
Previously, Melody spent 15 years in marketing, development and grant writing, gaining experience in not-for-profit management, governance and philanthropy. Some of her clients were organizations that focus on the education of Jewish children with special needs in Greater Boston. As Director of Development for the Boston History Collaborative, Melody worked to gain corporate, academic and government sponsorship for the organization. Before that, she was a newspaper reporter for The Jewish Advocate of Western Massachusetts.
She is an alumna of Smith College, where she earned a bachelor’s degree in English Language and Literature.Visit my LinkedIn page