David Melendy
About David Melendy
David Melendy serves as the Vice President and Managing Director of Advisory Services and Recruiting Coordinator at Silver Oak Securities, Inc. He has extensive experience in advisory services, having previously held various roles at Securities Service Network over a span of 13 years.
Current Role at Silver Oak Securities
David Melendy serves as the Vice President and Managing Director of Advisory Services and Recruiting Coordinator at Silver Oak Securities, Inc. He has held this position since 2021. In this role, he oversees advisory services and coordinates recruiting efforts, contributing to the firm's growth and operational efficiency. His experience in advisory services positions him to effectively lead teams and implement strategic initiatives.
Previous Experience at Securities Service Network
David Melendy has extensive experience with Securities Service Network, where he worked in various capacities from 2006 to 2021. He began as an Operations Specialist from 2006 to 2011, then transitioned to an Equity Trader from 2011 to 2019. He later served as an Advisory Services Team Lead and Investment Advisory Consultant until 2021. His diverse roles at the firm provided him with a comprehensive understanding of trading, operations, and advisory services.
Partnership at Sugar Magnolia Wealth
In addition to his role at Silver Oak Securities, David Melendy has been a Partner at Sugar Magnolia Wealth since 2021. This position allows him to leverage his expertise in advisory services to enhance client relationships and business development. His partnership reflects his commitment to providing quality financial advice and services.
Educational Background
David Melendy studied at the University of Tennessee-Knoxville, where he earned two Bachelor of Arts degrees in Philosophy and History. His academic journey spanned from 1999 to 2005, equipping him with critical thinking and analytical skills that are valuable in the financial services industry.