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Mellany Lengeling, CFP®

Mellany lengeling, cfp®

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location of Mellany Lengeling, CFP®Seattle, Washington, United States
Phone number of Mellany Lengeling, CFP®View Mobile No.
Followers of Mellany Lengeling, CFP®477 followers

  • Timeline

  • About me

    Director at Freestone Capital Management

  • Education

    • Corepower yoga

      2017 - 2017
      Yoga sculpt teacher training

      50 Hour Training of Power Yoga with weights

    • Corepower yoga

      2015 - 2015
      200 hour power yoga teaching certification yoga teacher training/yoga therapy

    • University of colorado denver

      -
      Bachelor of science in business administration finance

  • Experience

    • First financial equity corporation

      Jan 2015 - Jan 2016
      Financial services intern

    • Pitchbook data

      Jan 2016 - Jan 2017
      Sales development representative

    • Pitchbook data

      Mar 2017 - Aug 2017
      Business development associate

    • The lyman group

      Aug 2017 - Dec 2017
      Underwriting associate

    • Freestone capital management

      Jan 2018 - now

      • Director

        Jan 2023 - now

      • Senior Associate

        Jan 2021 - now

      • Client Service Associate

        Jan 2018 - Jan 2021

  • Licenses & Certifications

    • Certified financial planner (cfp)

      Cfp board
      Mar 2021

  • Honors & Awards

    • Awarded to Mellany Lengeling, CFP®
      Volunteer of the Year Boys and Girls Club of Denver Feb 2013

  • Volunteer Experience

    • NextGen Chair

      Issued by Financial Planning Association (FPA) on Jan 2022
      Financial Planning Association (FPA)Associated with Mellany Lengeling, CFP®

    • Volunteer/Teen counselor

      Issued by Boys and Girls Clubs of Denver on Feb 2011
      Boys and Girls Clubs of DenverAssociated with Mellany Lengeling, CFP®

    • Volunteer/Silent Auction Comittee

      Issued by Children's Museum of Denver at Marsico Campus on Nov 2013
      Children's Museum of Denver at Marsico CampusAssociated with Mellany Lengeling, CFP®