With a decade of financial services experience, Melanie Horvat provides comprehensive client service to ultra-high-net-worth individuals and multi-generational families. She specializes in account management, operations, and issue resolution.
In addition to her work with clients, Melanie serves on Callan Family Office’s Marketing Committee, where she contributes to the development of marketing materials that enhance client engagement and brand awareness.
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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