Buildings

Melanie Dos Reis, EMBA, CISA, CICA

Senior Tax Reviewer
Education and Credentials
DeVry University; George Mason University
B.S. in Accounting; Executive MBA
EMBA, CISA, CICA

Melanie J. Dos Reis, EMBA, CISA, CICA, is a proficient Senior Tax Reviewer based in the Washington D.C. metropolitan area and grew up in the Chicagoland area. She brings extensive experience in complex tax matters, including multi-state and international tax filings, high-net-worth individual returns, and tax strategies for corporations, partnerships, trusts, and not-for-profits. She has led initiatives in foreign expatriate tax planning, complex multi-billion-dollar Department of Defense (DoD) and federal civilian agency financial and IT audits, and numerous management consulting projects. She has also successfully implemented systems to improve tax/audit processes and tracking profitability.

Melanie holds a Bachelor of Science in Accounting from DeVry University and an Executive MBA from George Mason University. Her commitment to professional growth is demonstrated by her dedication to staying current with the latest tax developments. In addition to her professional credentials, she holds an active DoD Secret Clearance. Outside of her professional responsibilities, Melanie enjoys spending weekends in the summer with her family and close friends relaxing at the lake. She is also a foodie and loves trying new restaurants locally and while traveling.

Heading 1

Heading 2

Heading 3

Heading 4

Heading 5
Heading 6

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

Block quote

Ordered list

  1. Item 1
  2. Item 2
  3. Item 3

Superscript

Unordered list

  • Item A
  • Item B
  • Item C

Text link

Bold text

Emphasis

Subscript

Career Highlights
Why did you get into wealth management?
What do you enjoy most about the work you do for SteelPeak clients?
What do you love to do outside of work?
What is your favorite book or quote?
Schedule a Meeting with
Melanie
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.

Other Team Members

Stacy Borek, CFP®
Senior Tax Associate
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Kingsley Choi
Wealth Advisor
Joshua Fein
Controller
Flavia Nunes
Wealth Advisor
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Lisa Tashtchian
Senior Client Service Associate
Steve Racius
Associate Wealth Advisor
Drew Clanton
Operations Associate
JP Tran
Client Service Associate
Justin Iskander, CPA
Wealth Advisor
Tony Walsh
Chief Operating Officer
Michelle Nanoff
Senior Client Service Associate
Wayne T. Slappy
Wealth Advisor
Benjamin Kanter
Client Service Associate
Mike Janis
Sr. Vice President, Wealth Advisor
Michael Nader, EA
Tax Associate
Joe Fusaro
Director of Operations
Katherine Neto, AWMA®
Client Service Associate
Luke Everhart
Business Development Associate
Teddy Weber, CPA
Tax Associate
Joseph Brandolino
Associate Wealth Advisor
Robert Venezia
Sr. Vice President, Wealth Advisor
Michael Rashtian
Vice President, Wealth Advisor
Steven Dymant
Director of Alternative Solutions
Kim Zajic
Chief Administration Officer
Peter Amling, CFP®
Wealth Advisor
Christine Mueller Coley, CFP®, CDFA®
Wealth Advisor
Samantha Orellana
Client Service Associate
Josh Lev
Alternative Investment Associate
Rich Winer
Vice President, Wealth Advisor
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Annie Heller
Client Service Associate
James Cordle
Senior Trader
Leonard Green
Compliance Manager
Bardia Maghami
Fund Operations Associate
Dylan Drake
Marketing Associate
Stephanie Valderrama
Administrative Assistant
Morten Roness, MBA
Vice President, Wealth Advisor
Lioness Ebbay, Esq.
Director of Estate Consulting
Mark Koellner, CFP®, CRPC®
Wealth Advisor
Sam Sosa, J.D.
Wealth Advisor
Jordan Thatcher
Senior Tax Consultant
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
Anthony Kim
Portfolio Manager
Alexandra Miller
Full Charge Bookkeeper
Ryan Santiago
Operations Manager
Brendan Finneran
Senior Portfolio Manager
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Wealth Advisor
Andy Rosas
Operations Manager
Brandon McAuslen
Portfolio Manager
Tyler Resh
Chief Growth Officer
Charlotte Perkinson
HR & Talent Manager
Rachel Otto
Staff Accountant
Raesa Martin
Client Service Associate
Cecilia Escobar
Senior Client Service Associate
Nicolo Gori
Client Service Associate
Maddie Zakarian
Administrative Specialist
Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Airene Williamson
Chief Legal Officer
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Lucas McDonnell
Client Service Associate
Lexi Shaheri
Client Service Associate
Derek Ruan
Associate Wealth Advisor
Pete Alliegro, CFA
Director of Business Development
Rina Pineda, CPA, MST
Director of Tax Consulting
Nina Weiss
Client Service Associate
Mike Shotton
Sr. Vice President, Wealth Advisor
Roger Lopez
Wealth Advisor