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Melissa Clines

Chief Operations Officer

Years of Experience:

23 years

Educational Background

AIB College of Business, Associate’s Degree,
Business Administration and Financial Services

Community Involvement

Volunteers through her church

Other Notable Information

As chief operations officer, Melissa manages the daily business activities of the firm. Working closely with executive and department leaders, she directs the internal systems that support our team and business growth.
Melissa is a member of the Executive Committee and co-chairs the Operations Committee.
Melissa provided operational support to help grow a small financial planning firm with less than 100M AUM to an 18–20 employee firm with approximately 700M AUM.
With extensive experience in human resources, Melissa has expertise in hiring, onboarding, offboarding, payroll and benefits.

Personal Q&A

What quality/qualities make you stand out to your clients or coworkers?

I’m reliable, knowledgeable, courteous, timely, considerate and empathetic.

What do you consider your biggest accomplishment at Private Wealth?

Moving from Director of Ops to Chief Operation Officer within a year.

Where are you from? Where did you grow up?

Manning, IA–born and raised on a farm that my parents still live on.

What are your hobbies or favorite things to do in your free time?

I like to exercise, read, write, go to movies and have dinner with friends.

Favorite TV show, movie, or band?

Any romance or comedy shows/movies.

What motivates you or makes you happiest in your role?

Being able to answer questions & make coworker’s lives easier.

What is the best piece of financial advice you ever received?

Don’t spend money you don’t have.

Where is the coolest place you’ve ever visited, or want to visit?

Turks and Caicos

Favorite Food?

Burger and fries

Tell us about your family, pet(s) or give a fun fact about yourself!

I have a husband of 20 years, a son (Leyton) who is 18 years old & in college, a daughter (Jordyn) who is 16 years old & a junior in high school, and 2 Havanese puppies (Lucky (boy) & LuLu (girl) – 6 years old). Fun Fact: I performed (danced) on Ed McMahon’s Star Search when I was 11 years old.

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1100 Capitol Avenue, Suite 200, Omaha, NE 68102

www.privatewealth.com

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