Melinda Chen

Client Service & Operations Manager

Melinda Chen is a dedicated Client Service and Operations professional with over ten years of experience in the finance industry. She has an extensive customer service background from Nordstrom where she received the prestigious Customer Service All-Star Award, and brought her client service skills to Charles Schwab & Co., Inc. as a Client Service and Operations Specialist for six years. She currently holds a strategic role as Manager to lead the client service and operations effort into the next phase of growth at Stonemark Wealth Management. She also provides ongoing support to the Advisors, and consistently strives to deliver an outstanding client experience.

Melinda enjoys traveling, reading, crafting, and cooking in her spare time.

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