Operations Manager & Manager of Compliance
Melissa Frechette joined Connecticut Wealth Management (CTWM) in 2019. In her current role as Operations Manager, Melissa currently oversees the systems and processes used by the entire firm to operate effectively. This is inclusive of our CRM, custodian management and the various technology platforms implemented across the firm.
Melissa also manages the firm’s data integrity and billing schedule, ensuring that this results in a seamless client experience. In addition, Melissa is responsible for managing CTWM’s compliance efforts and assisting in establishing policies and procedures for regulatory development within the firm.
In her previous role at the firm, Melissa worked with a team of advisors to provide account administration support.
Prior to joining CTWM Melissa was a Director of Operations at a local financial firm and has over 20 years of customer service experience.
Affiliations & Community Involvement
Melissa enjoys baking, going on hikes with the family, and reading. She lives in Farmington with her husband, three children, and two dogs.