Responsibilities: Melanie is client-focused and passionate about being a resource and advocate for her clients. She works with CFO’s and HR Directors to develop a strategic plan to achieve desired outcomes for their benefits programs. Melanie works with clients on both a local and national basis and brings “best practices” to the firm and to her clients. Her core responsibilities are new business production and account retention.
Industry Experience: Since June 1997
Education: Bachelor of Science in Business Administration from Chapman University
Duration at Burnham: Since January 2000
Notable Quality/Achievement in the Benefits Industry/Designations: Melanie has an extensive knowledge of the benefit and financial markets, including market trends, plan designs, pricing, funding alternatives, contribution analysis, wellness program implementation and employee communication. She is a past president of the Orange County Employee Benefits Council (OCEBC).
Personal Interests: Melanie enjoys travel, wine, and Orange Theory, but most of all, spending time with family, friends and Zoe, her yellow labrador retriever.
Contact:
949-252-4515
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