Melissa Drago
About Melissa Drago
Melissa Drago is a Private Client Investment Consultant at TD Ameritrade with over 20 years of experience in financial services, specializing in retirement strategies, education funding, and legacy planning.
Title
Melissa Drago is a Private Client Investment Consultant at TD Ameritrade, a role she has held since 2019.
Current Role at TD Ameritrade
Melissa Drago currently works as a Private Client Investment Consultant at TD Ameritrade in Omaha, Nebraska. Since 2019, she has concentrated on assisting affluent clients with their financial planning, specializing in retirement strategies, education funding, and legacy planning. She works closely with clients to help them identify and prioritize their financial needs and long-term investment goals.
Previous Experience at TD Ameritrade
Prior to her current role, Melissa Drago served as the Branch Manager for TD Ameritrade from 2016 to 2019. In this position, she was responsible for leading teams and implementing strategic initiatives, contributing to the overall success and efficiency of the branch in Omaha, Nebraska.
Career at Wells Fargo Home Mortgage
Melissa Drago worked as a Home Mortgage Consultant at Wells Fargo Home Mortgage in Des Moines, Iowa, from 2015 to 2016. During her tenure, she focused on assisting clients with mortgage products and solutions, leveraging her extensive knowledge in financial services.
Long-Term Tenure at Citi
From 1995 to 2015, Melissa Drago held the role of Branch Manager, Vice President at Citi in New York, New York. Over her 20-year career with Citi, she developed a robust background in leading teams, managing business relationships, and implementing strategic initiatives in the financial sector.
Educational Background
Melissa Drago has a diverse educational background that includes studies at several prestigious institutions. She completed a Bachelor of Science in Marketing and International Business at NYU Stern School of Business from 1993 to 1995. Additionally, she studied Marketing at Long Island University from 1991 to 1993. She also attended Università Bocconi in 1994, where she furthered her education in Marketing and International Business.