Melissa Archuleta

Melissa Archuleta

Assistant Director of Operations at Brinton Eaton Wealth Advisors

Location
Greater New York City Area
Industry
Financial Services

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Melissa Archuleta's Overview

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Melissa Archuleta's Summary

Brinton Eaton provides high net worth individuals and families with a full suite of services, including lifetime cash flow projections, tax-reduction strategies, estate planning, investment management, charitable giving, business succession and retirement planning. We are focused on understanding and addressing our clients’ immediate financial needs, long-term goals for retirement, and aspirations for providing children and grandchildren with a lasting legacy.

As Assistant Director of Operations at Brinton Eaton, my role involves maintaining a smooth-running operation that is compliant with current regulations and best practices. That means conducting monthly and quarterly compliance reviews, assisting with an annual audit, and reviewing procedures to ensure that all employees are aware of and implementing current compliance requirements.

As head of technology for the organization, I work to ensure that the firm is up to date with the most advanced technology solutions available for our planners and strategists. By keeping our compliance, technology, accounting and human resource functions on track, the firm’s financial advisors and principals can stay focused on providing attentive client service.

What I like most about my job at Brinton Eaton is my role in empowering our advisors with the tools and environment they need to provide thoughtful, informed and responsive service to our clients.

Melissa Archuleta's Experience

Assistant Director of Operations

Brinton Eaton Wealth Advisors

Privately Held; 11-50 employees; Financial Services industry

October 2010Present (4 years)

Melissa Archuleta's Education

University of Colorado Boulder - Leeds School of Business

BSBA, Finance

19941998

Activities and Societies: Dean's List, Women's Lacrosse (Team Captain 1997)

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