Cheryl Melendy is a detail oriented and responsive Client Support Specialist. She is a familiar face and voice for AAFCPAs Wealth Management clients, proactively assisting in scheduling quarterly meetings, and facilitating continuous and regular account supervision.
Cheryl is committed to delivering a pleasant and rewarding client experience with the highest level of quality and care. She provides customer service and operations support addressing client inquiries regarding: Transfer of Assets, New Accounts, Money Movement, Corporate Actions, Mutual Funds, Trade Support and Security Master and Pricing Securities Processing.
Cheryl has over 25 years’ experience in providing exceptional client service. She earned a bachelor’s degree in business administration and Management from Assumption College, and a Paralegal Certificate from Boston University. She lives in Bellingham, MA and she happily shares her time and expertise serving as a Friends of the Bellingham Public Library volunteer.