Melissa A. Van Hook – Senior Operations Associate

Melissa Van Hook serves as Senior Operations Associate at Ulrich Investment Consultants. Melissa joined Ulrich after an eight-year tenure with Charles Schwab and Company. Her responsibilities include collaborating with internal staff, clients, and other financial institutions to provide exceptional client relationship support. She coordinates new account openings, account maintenance, money movement requests, and transfer of accounts. Melissa also assists with the Firm’s reporting and portfolio accounting systems. Prior to joining Ulrich Investment Consultants, Melissa gained extensive experience serving on the advisor services platform at Charles Schwab where she became a subject matter expert in many complex areas including alternative investments, estate planning, and distributions, and international accounts. Melissa enjoys cooking for her family nearly as much as escaping the city to camp on the weekends.

melissa-a-van-hook-sr-operations-associate

Melissa A. Van Hook – Senior Operations Associate

Melissa Van Hook serves as Senior Operations Associate at Ulrich Investment Consultants. Melissa joined Ulrich after an eight-year tenure with Charles Schwab and Company. Her responsibilities include collaborating with internal staff, clients, and other financial institutions to provide exceptional client relationship support. She coordinates new account openings, account maintenance, money movement requests, and transfer of accounts. Melissa also assists with the Firm’s reporting and portfolio accounting systems. Prior to joining Ulrich Investment Consultants, Melissa gained extensive experience serving on the advisor services platform at Charles Schwab where she became a subject matter expert in many complex areas including alternative investments, estate planning, and distributions, and international accounts. Melissa enjoys cooking for her family nearly as much as escaping the city to camp on the weekends.