Melissa Eugenio

Melissa Eugenio

Client Services Executive

Melissa Eugenio has joined Alexander Beard (USA) LLC in 2018 as a Client Services Executive. She will be responsible for our back office and client service, supporting our UK/USA cross border services.

Melissa has 26 years of financial services industry experience, working for global and regional retirement firms in the San Francisco Bay Area. She has a B.A. from the University of California at Santa Cruz and holds a life and health insurance license and FINRA Series 65. She is working to obtain her certification as a CFP® .

Contact Melissa

Telephone+1 650-260-7440
Office addressAlexander Beard (U.S.A.) LLC
1730 South Amphlett Blvd,
Suite 108,
San Mateo,
CA 94402

Alexander Beard (U.S.A.) LLC is an independent California based Registered Investment Advisory offering investment management and financial planning services to US citizens and residents.