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Melissa A. Allen

Melissa A. Allen

Client Services Associate

Melissa brings a strong background in operations management to our team. Before joining our firm, Melissa worked in the financial industry at C&F Bank and Suntrust. She is accustomed to staying organized and efficient in the midst of a high volume of financial transactions.

This makes her well-suited to track all ongoing account activity such as ACH movements, transfers, account titling updates, and beneficiary updates. She monitors processing time on each of these items to ensure completion, and she frequently intervenes to expedite processing or resolve items that need attention.

Melissa stays engaged with our industry partners to ensure smooth operations across the range of account platforms that we use. She also keeps our firm current on regulatory requirements so that business operations can continue to function smooth.

She received her BS in Business Administration and Finance at Liberty University. When she’s not in the office, she enjoys spending time with her husband Sean as well as their son Parker. She exercises on a regular basis and likes to spend time on some of Virginia’s lakes when she gets the chance.