Jeff Mello in

Jeff Mello

Login to view DISC.
President & Chief Financial Officer at Wealthbox
📍 Wrentham, Massachusetts, United States

Jeff Mello is the President and CFO of Wealthbox, where he leverages extensive experience in finance, M&A, and corporate strategy from prior roles at eMoney Advisor and Anaqua. He holds an MBA from Worcester Polytechnic Institute and focuses on driving top-line growth and strategic partnerships in the FinTech space.

He recently led Wealthbox in securing a major growth investment from Sixth Street to fuel the companys next stage of expansion.

Read the full overview →
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.

Login to view personality overview.
Priorities

Topics Jeff cares about

AI in WealthTech
Actively promotes and shares his excitement for Wealthbox's new AI features, such as the AI Notetaker, highlighting the company's focus on innovation for financial advisors.
FinTech Growth
Leads the company's growth strategy, recently securing a major investment from Sixth Street. His background includes extensive experience in M&A and corporate development.
+4 more topics Login to view topics
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

No media yetWe could not find public media appearances for this person.
Education
Master of Business Administration (MBA)
Worcester Polytechnic Institute
Bachelor of Science in Business Administration
Bryant University
Social presence
in
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.

Login to view DISC.

Other Wealthbox Employees

Explore more public profiles from related professionals.

CF
Charles Fargo
Head of Product Partnerships
Wealthbox
 Dan Ferranti
Dan Ferranti
CTO & Cofounder
Wealthbox
 Steve Carroll
Steve Carroll
Head of Product
Wealthbox

More profiles

Discover additional public profiles from our index.

Sean Banerjee
Sean Banerjee
CTO
CentralReach
 Doron Bakchy
Doron Bakchy
Founder & CEO
Bringoz
 Pierre Goudie, MBA
Pierre Goudie, MBA
Payroll Personnel Clerk Supervisor
City of Oakland
 Dustin Dyer
Dustin Dyer
Director of Outreach Marketing
eSupplements.com
Unlock the full playbookSee exactly how to sell to Jeff. Free, 10 seconds.