Client Service Plan Specialist, Corporate Retirement Plans
Aldrich Wealth LP
- Client Services Liaison
- Back office operations
- Client communication
Melanie joined Aldrich Wealth’s Corporate Retirement Plan team in the Spring of 2022, as a Client Service Plan Specialist, supporting our retirement plan clients and consultants. She has over a decade of experience in the financial services field in various client liaison and operational roles. In her career, she also worked as a civilian contractor for two years in Iraq, traveled to Tikrit, Kirkuk, Balad, and Baghdad, and has received recognition for her efforts and dedication to the Department of Defense.
Melanie’s expertise includes the multifunction operation of client services on the back end to ensure a smooth transaction for both the client and the firm and leans on her deep experience in providing creative solutions.
Outside of work, Melanie is an avid volunteer at her children’s elementary school and is the “team mom” for her son’s little league baseball team. In her free time, Melanie loves spending time with her family outdoors whether that’s vacationing, boating, camping in the desert, going to the beach, or making a trek down to the park.