Melissa Platt, Staff Accountant, is responsible for the day-to-day accounting functions at HORAN Wealth, including reconciling cash, accounts payable, and accounts receivable. She enters commission statements and issues compensation statements at the end of the month. Additionally, Melissa provides weekly sales reports, assists with audit reports, and publishes dashboards in Power BI.

Education:

University of Cincinnati – Bachelor of Arts

Cincinnati State – Paralegal Certificate

Notary License