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Marissa Illingworth is listed as Director of Operations at Canon Capital Wealth Management, based in Lancaster County, Pennsylvania, United States. AeroLeads shows a matched LinkedIn profile for Marissa Illingworth.
Marissa Illingworth previously worked as Registered Investment Advisor at Canon Capital Management Group, Llc and Chief Compliance Officer at Canon Capital Management Group, Llc. Marissa Illingworth holds Bachelor Of Arts (B.A.), English & Business from Millersville University Of Pennsylvania.
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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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Harleysville, Pennsylvania, United States
Practice 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.
Lancaster, Pennsylvania, United States
Registered 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.
Responsible for Compliance program for our Wealth Management office (RIA)
Lancaster, Pennsylvania Area
Process 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.
Lancaster, Pennsylvania Area
Responsible for inventory management, personal sales, and customer engagement through social media and customer service. Consistently earned top salesperson goals and positive client reviews.
Montgomeryville, Pa
Two 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
Harleysville, Pa
One-on-one selling in a fast-paced environmentBack office efficiency and organizationPublic events and industry fairsIncreased responsibility across five departments
Activities and Societies: Expressions Dance, English/Writer's club, Drama Club, Physical WellnessI studied English from a business.
Activities and Societies: Phi Theta Kappa, University Dance Ensemble, Senator of the Theater & Dramatic Arts ClubI pursued a wide variety.
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Marissa Illingworth works for Canon Capital Wealth Management.
Marissa Illingworth is listed as Director of Operations at Canon Capital Wealth Management.
Marissa Illingworth is based in Lancaster County, Pennsylvania, United States while working with Canon Capital Wealth Management.
Marissa Illingworth has worked for Canon Capital Wealth Management, Canon Capital Management Group, Llc, Liberty Financial Strategies, In White Llc, and Mss, Inc..
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Marissa Illingworth holds Bachelor Of Arts (B.A.), English & Business from Millersville University Of Pennsylvania.
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