Marissa Illingworth

Marissa Illingworth Email and Phone Number

Director of Operations at Canon Capital Wealth Management @ Canon Capital Wealth Management
Marissa Illingworth's Location
Lancaster County, Pennsylvania, United States, United States
About Marissa Illingworth

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

Marissa Illingworth's Current Company Details
Canon Capital Wealth Management

Canon Capital Wealth Management

View
Director of Operations at Canon Capital Wealth Management
Marissa Illingworth Work Experience Details
  • Canon Capital Wealth Management
    Director Of Operations
    Canon Capital Wealth Management Aug 2024 - Present
    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.
  • Canon Capital Management Group, Llc
    Registered Investment Advisor
    Canon Capital Management Group, Llc Dec 2018 - Aug 2024
    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.
  • Canon Capital Management Group, Llc
    Chief Compliance Officer
    Canon Capital Management Group, Llc Dec 2018 - Aug 2024
    Responsible for Compliance program for our Wealth Management office (RIA)
  • Liberty Financial Strategies
    Registered Sales Assistant
    Liberty Financial Strategies Sep 2014 - Dec 2018
    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.
  • In White Llc
    Assistant Manager
    In White Llc Apr 2013 - May 2015
    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.
  • Mss, Inc.
    Client Service Associate
    Mss, Inc. May 2010 - Sep 2012
    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 Bridal & Tuxedo Co, & Page Six... It'S Haute
    Bridal Consultant
    Harleysville Bridal & Tuxedo Co, & Page Six... It'S Haute Jan 2009 - Jun 2012
    Harleysville, Pa
    One-on-one selling in a fast-paced environmentBack office efficiency and organizationPublic events and industry fairsIncreased responsibility across five departments

Marissa Illingworth Education Details

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.

Not the Marissa Illingworth you were looking for?

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.