
Melissa Smith
Chief Financial Officer
Oak City Consulting
United States, North Carolina, Wake Forest
About Me
A Raleigh native, Melissa earned her bachelor's and master's degrees in accounting from NC State University. She is a North Carolina Certified Public Accountant and gained tax experience while working as a Senior Associate with Grant Thornton LLP. Melissa joined Oak City Consulting in 2012, where she serves as Chief Financial Officer. Her work also includes presentations, custodian problem-solving, and client accounting assistance with foundations and endowments. She currently resides in Woodstock, GA with her husband and two children and is involved at Faith Community Church.
Profile Information
Chief Financial Officer
Oak City Consulting
Investment Team
Investor
Consultant
Wake Forest
North Carolina
United States
May 15, 2024
More profiles to browse
RR
Ross Roggensack
Founder & Institutional Advisor
You Might Like
DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc