Melissa is a senior business process analyst with 23 years of experience in Process Consulting and Business Analysis. She is passionate about cultivating excellent relationships with her clients and gaining a full understanding of their business processes. She has solid management and group facilitation skills, with the ability to adapt quickly to new concepts, comprehend problem statements, formulate and articulate proposed business process design solutions and drive results with a team. Previously at Oakbrook Solutions, she worked with clients including MUFG Union Bank, SEI Investments and Wells Fargo. She lives in Minneapolis and enjoys spending time at her cabin in northern Wisconsin.

What are three words that describe how you do your job?

I am innovative, collaborative and committed.

What are you most passionate about in your role at F2 Strategy?

As a business process analyst, I am passionate about showing clients how important it is to document their business processes for various reasons such as current state assessments, identifying risks and controls, process improvement and new system integration.

What excites you most about the wealthtech industry right now?

The advanced portfolio management tools that enable the consumer to make data driven investment decisions.