Marissa Illingworth Email and Phone Number
Experienced financial services professional with a passion for practice management, office solutions, and software implementation. I manage the daily business operations for our team of nine.I began my career in wedding retail sales and learned how to thrive in a busy environment and connect with people. While I still enjoy event planning on the side, I thrive when I can help people achieve their goals and see them succeed!Skilled in Microsoft Word, Retail, Sales, Communication, and Customer Relationship Management (CRM). Understanding how things work makes me happy. Licensed Investment Advisor and Insurance Producer in PA.Investment advisory and financial planning services offered through Summit Financial, LLC.,(“Summit”) a SEC-Registered Investment Adviser, doing business as Canon Capital WealthManagement. The views and opinions expressed on this page are solely those of the author andshould not be attributed to Summit. Neither the author nor Summit are affiliated with LinkedIn,Inc. Any non-Summit URLs, external websites or links mentioned on LinkedIn are unaffiliatedwith Summit. We have not verified the information and opinions found on those third-partywebsites, nor do we make any representations as to its accuracy or completeness. NeitherSummit or its affiliates endorse third-party products and services or privacy and security policies.You should review any third-party's policies, terms, and conditions carefully. None of thestatements on this page are intended to recommend any security, service, or product or toprovide investment, tax, or any other advice. Clients should make all decisions regarding the taxand legal implications of their investments and plans after consultation with their independenttax or legal advisors. We cannot accept endorsements and recommendations
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Director Of OperationsCanon Capital Wealth Management Aug 2024 - PresentHarleysville, Pennsylvania, United StatesPractice management for a growing team of investment advisors and support staff. Trains personnel on policies and procedures, oversees daily business operations, and enhances efficiency. Works with leadership on administrative practice management. Customer relations liaison. -
Registered Investment AdvisorCanon Capital Management Group, Llc Dec 2018 - Aug 2024Lancaster, Pennsylvania, United StatesRegistered Investment Advisor responsible for client relationships and advisor support. Specializes in systems and is a database administrator for Customer Relationship Management (CRM), Reporting, and Trading software. Responsible for maintaining internal procedures, training others, and enhancing customer care through technology. Also serves in Operations Management, and Digital Wealth Management solutions and assistant to the Chief Compliance Officer. -
Chief Compliance OfficerCanon Capital Management Group, Llc Dec 2018 - Aug 2024Responsible for Compliance program for our Wealth Management office (RIA) -
Registered Sales AssistantLiberty Financial Strategies Sep 2014 - Dec 2018Lancaster, Pennsylvania AreaProcess applications, maintenance and account updates for a variety of financial transactions. Manage client contact through phones, mail, email, and in person. Assist representatives in managing their calendars, appointments, and provide research assistance when needed. Service areas include: retirement accounts, life insurance, brokerage and securities accounts. Trained other assistants, created internal compliance and customer service procedures.
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Assistant ManagerIn White Llc Apr 2013 - May 2015Lancaster, Pennsylvania AreaResponsible for inventory management, personal sales, and customer engagement through social media and customer service. Consistently earned top salesperson goals and positive client reviews. -
Client Service AssociateMss, Inc. May 2010 - Sep 2012Montgomeryville, PaTwo summers as full-time seasonal support staff aiding moving technicians, contractors, and clients through phone, chat, and email support.Earned recognition for professionalism and ability to deliver client outcomes -
Bridal ConsultantHarleysville Bridal & Tuxedo Co, & Page Six... It'S Haute Jan 2009 - Jun 2012Harleysville, PaOne-on-one selling in a fast-paced environmentBack office efficiency and organizationPublic events and industry fairsIncreased responsibility across five departments
Marissa Illingworth Education Details
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English & Business -
Liberal Arts And Sciences/Liberal Studies
Frequently Asked Questions about Marissa Illingworth
What company does Marissa Illingworth work for?
Marissa Illingworth works for Canon Capital Wealth Management
What is Marissa Illingworth's role at the current company?
Marissa Illingworth's current role is Director of Operations at Canon Capital Wealth Management.
What schools did Marissa Illingworth attend?
Marissa Illingworth attended Millersville University Of Pennsylvania, Montgomery County Community College.
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Marissa Illingworth
Master En Ingeniería Con Especialidad En Sistemas De Calidad Y ProductividadGuayaquil
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