Full Name
Melissa Cowan
Job Title
Firm Name
Melissa Cowan Consulting LLC
Speaker Bio
Melissa is an independent consultant who focuses on helping financial organizations with strategies relating to financial advisor engagement, product development, oversight, training, and regulatory initiatives. She has over 25 years of retirement plan experience working for large financial institutions including Morgan Stanley, UBS, Victory Capital Management and KeyBank. She is active in the retirement industry and has served on the agenda steering committees for the Retirement Advisor Council and NAPA 401(k) Summit and as co-chair of the Summit in 2017 and 2018. She started the New York City chapter for the Women in Pensions Network and served on the board for 4 years, including as President in 2019. She received her B.S.in Business Administration from Northeastern University. She holds the Qualified Pension Administrator designation and Series 7, 9 and 10 licenses.
Melissa Cowan