Jeff Mello in

Jeff Mello

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President & Chief Financial Officer at Wealthbox
📍 Wrentham, Massachusetts, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

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Experience
12 Years
Current Role
President & Chief Financial Officer
Job Level
Leadership
Location
Wrentham, Massachusetts, United States
Personality Overview

How Jeff shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Jeff cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

10-2020
President & Chief Financial Officer
Wealthbox
1-2018 - 3-2020
Director of Strategy and Planning
eMoney Advisor
11-2015 - 1-2018
Director of Finance
Anaqua
3-2015 - 11-2015
Project Leader Special Projects- Budget Manager
Liberty Mutual Insurance
1-2015 - 3-2015
Associate
Global Atlantic Financial Group Limited
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
Master of Business Administration (MBA)
Worcester Polytechnic Institute
Bachelor of Science in Business Administration
Bryant University
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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