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GAIM Ops West
October 28 - 30 2024
Omni La Costa Resort & SpaCarlsbad, CA

Melinda Lilly
Managing Director, Crestline Investors; COO, Crestline Summit at Crestline Investors
Speaker

Profile

Melinda Lilly joined Crestline in 2015 and is the Chief Operating Officer for the Crestline Summit Funds. Prior to joining Crestline, Ms. Lilly was the Director of Operations at Paradigm Advisors with responsibilities in various capacities of the business including compliance, research, operations, and Investor Relations. Prior to joining Paradigm Advisors, Ms. Lilly was a Financial Representative at Fidelity Investments working in trading, client service, and branch operations, as well as serving as a point person to Fidelity’s high-net-worth clientele. Ms. Lilly graduated Magna Cum Laude with a B.A. in Psychology from Lee University.

Agenda Sessions

  • Operational resilience - why partnerships matter

    09:00