Client Management Specialist
With six years of financial services experience, Melanie Horvat provides complex client service, with a focus on account management, operations, and issue resolution.
Prior to joining Callan Family Office, Melanie began her career at Abbot Downing, Wells Fargo’s ultra-high-net-worth business. She joined the firm as a client service associate and rose to the role of senior client service consultant, where she was responsible for overall account management and administration of client relationships.
Melanie earned her bachelor’s degree, with a major in trust and wealth management and a minor in financial planning, from Campbell University.
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