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Melissa Haganey is a skilled finance professional currently serving as a Senior Operations Analyst at Montis Financial since August 2023. Prior experience includes a role as a Relationship Manager at Beacon Pointe from August 2021 to July 2023, where expertise was applied in comprehensive financial planning for institutions and high-net-worth clients. Earlier, Melissa held positions at Adviser Investments as a Senior Operations Associate and Operations Associate from January 2018 to July 2021, along with a Client Services and Operations Internship in early 2017. Additionally, Melissa worked as a Facilities Operations & Services Assistant at Northeastern University between May 2015 and December 2017. Melissa earned a Bachelor of Science Degree in Business Administration with concentrations in Finance and Management from Northeastern University (2013-2017) and completed secondary education at The Loomis Chaffee School and Pomfret School.