Melissa S. in

Melissa S.

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Director, Wealth Management Sales at iPipeline
📍 Pittsburgh, Pennsylvania, United States

As a Sales Director at iPipeline, Melissa specializes in wealth management sales and technology solutions. She has a strong record of maximizing profitability and building deep, long-term relationships with key decision-makers to foster account retention and loyalty.

She completed an executive education Agility Programme at Saïd Business School, University of Oxford.

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Experience
11 Years
Current Role
Director, Wealth Management Sales
Job Level
Mid-senior
Location
Pittsburgh, Pennsylvania, United States
Personality Overview

How Melissa 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 Melissa cares about

Wealth Management Tech
As the Director of Wealth Management Sales at iPipeline, she focuses on technology and product solutions for financial services firms.
Strategic Partnerships
Her background highlights success in building and maintaining deep relationships with key decision-makers, enhancing strategic partnerships, and ensuring high retention.
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Career

Work history

1-2026
Director, Wealth Management Sales
iPipeline
1-2025 - 1-2026
Business Development
AssetMark
5-2023 - 1-2025
Mid Atlantic Regional Director
Strive
4-2023 - 5-2023
OSEP, Sales Director
Strive
10-2021 - 4-2023
Director, Relationship Management, Broadridge Customer Communications
Broadridge
In the press

Media appearances

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Education
2016 - 2017
Executive Education - Agility Programme
Saïd Business School, University of Oxford
9-1990 - 5-1994
Bachelor's degree
Regis 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.

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