Melody Manzanedo joined Pettinelli Financial Partners in 2010 and currently supports one of the firm’s top advisor teams in every aspect of their practice. Her role as a Client Relationship Manager is to manage the entire client experience making it seamless for the advisors and clients to work together to achieve the clients’ financial goals. Her remarkable social skills and keen sense of customer service make her an invaluable member of the team and the firm.
“My goal is to make the financial planning process, which can be a complicated one, go as smooth as possible for the advisor team and our clients,” she explains. She works tirelessly to support advisors in their preparation for client meetings, account openings, and post meeting responsibilities, as well helping the firm manage the overall client relationship. In her CRM role, she will often be the first point of contact for clients and handles most of their service needs. She does all of this with an extremely positive outlook, which helps maintain a peaceful environment to make everyone feel confident in the planning and client support services at Pettinelli Financial Partners.
Recently, she was chosen by the firm to help manage the transition to a new broker-dealer. She was responsible for learning the different processes and technology of the new firm and then teaching it to her colleagues.
Continually on the lookout for new learning opportunities, career growth, and providing value-added assistance, she has received her license for California Life and Health Insurance and is a Certified Notary. A native of the bay area, Melody earned her Liberal Arts Degree and a certificate in Early Childhood Education from Canada College.
When not in the office, Melody enjoys cheering for the San Francisco Giants, practicing yoga, and participating in outdoor activities, such has hiking. She is also devoted to her loving family of cats, a bearded dragon, and her boyfriend Greg.
Melody's contact information:
• Phone: 650.362.5233
• Fax: 650.362.5234
• E-mail: email@example.com
• CA License#: 0I97694