Wealthbox Appoints Jeff Mello as President & Chief Financial Officer | Wealthbox CRM

Blog/ Product & Company

Wealthbox Appoints Jeff Mello as President & Chief Financial Officer

October 5, 2020

Wealthbox President & CFO Jeff Mello with CEO John Rourke and CTO Dan Ferranti

We’re happy to announce that Jeff Mello has been named President & Chief Financial Officer of Wealthbox. Jeff starts today and will report to CEO John Rourke. He posted an announcement on LinkedIn and also wrote an article why he joined Wealthbox; it’s a good read.

Jeff has significant experience in strategy and financial operations of subscription-based software along with deep knowledge of the advisor-tech market. Most recently he was Director of Strategy & Planning at Fidelity’s eMoney Advisor where he was responsible for implementing revenue growth strategies at the enterprise level for eMoney’s financial planning software. Prior to that, Jeff held senior positions at Goldman Sachs, Anaqua, and Global Atlantic Financial Group.

Dan Ferranti, cofounder and CTO of Wealthbox, said, “Wealthbox is transitioning from a viral, product-led growth strategy to a sales and marketing-driven strategy. Jeff’s financial and data analytics skills in software-as-a-service will help us optimize Wealthbox operations as we increasingly bring on larger enterprise customers and go up market.” Added Graham Riley, head of corporate development at Starburst Labs, the parent company of Wealthbox, “Jeff joins the Wealthbox team at the perfect time. Wealthbox’s customer growth has accelerated this year and Jeff’s financial operations background in this space will help immensely as we further automate and scale the Wealthbox business.”

Jeff Mello, President & Chief Financial Officer of Wealthbox

“I’m excited to join the Wealthbox team,” said Jeff Mello. “Prior to accepting this role I had the benefit of working with Wealthbox in a three-month consulting engagement that was a revealing experience. The growth rate and key performance metrics of Wealthbox’s modern SaaS business are outstanding and the culture of Wealthbox is tremendous. I’m happy to join and help Wealthbox continue to grow and serve financial advisors.”

Stay updated. Get the Wealthbox newsletter.

Try Wealthbox now.

Super fast, simple signup. No credit card required.

Start Free Trial

Need a demo?

Join a live demo of Wealthbox with Q&A.

Book a Demo