Melissa Yamada is a Virtual Administrative Assistant at LPL Financial. She partners with advisors to provide support on administrative tasks and client management functions.
Melissa has over five years of experience in the insurance and financial services industry. She served as the office manager for a Los Angeles- based Registered Investment Advisor, where she played a central role in the growth of the business, overseeing the development and efficiency of business operations, as well as providing superior service to clients. She understands the daily operational challenges that clients, their families, and their businesses encounter, and is dedicated to managing and guiding a seamless client experience. Melissa holds a California Life & Health Insurance License and the FINRA Series 65 securities registration held with LPL Financial.
Melissa grew up in Japan and is bi-cultural and bilingual English/Japanese. She graduated magna cum laude from Pepperdine University with a bachelor's degree in International Business and Nonprofit Management. As part of her studies at Pepperdine, she had the opportunity to study abroad in London, England for a year. She is an avid traveler, and has visited many countries in Asia and Europe.