Profile
Jeff Mello has a current job as the President & Chief Financial Officer at Wealthbox.
Jeff Mello active positions
| Companies | Position | Start |
|---|---|---|
Wealthbox
 Wealthbox Packaged SoftwareTechnology Services Wealthbox is a CRM technology designed for financial advisors that was launched in 2014. The platform is integrated with leading custodians and wealth-tech partners, and is known for its modern product design and intuitive user experience. The collaborative workspace technology allows financial advisors, enterprise RIA firms, and broker-dealers to manage client relationships and streamline operations to grow their practices. Wealthbox is owned and operated by Starburst Labs, Inc., with offices in Providence. The company was founded by Daniel Ferranti and John Rourke, with John Rourke serving as CEO since incorporation. | Director of Finance/CFO | 2020-09-30 |
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| Private companies | 1 |
|---|---|
Wealthbox
Wealthbox Packaged SoftwareTechnology Services Wealthbox is a CRM technology designed for financial advisors that was launched in 2014. The platform is integrated with leading custodians and wealth-tech partners, and is known for its modern product design and intuitive user experience. The collaborative workspace technology allows financial advisors, enterprise RIA firms, and broker-dealers to manage client relationships and streamline operations to grow their practices. Wealthbox is owned and operated by Starburst Labs, Inc., with offices in Providence. The company was founded by Daniel Ferranti and John Rourke, with John Rourke serving as CEO since incorporation. | Technology Services |
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