Marissa Schneider

Marissa Schneider Email and Phone Number

Investment Analyst at Procyon Partners @ Procyon Partners
shelton, connecticut, united states
Marissa Schneider's Location
New York, New York, United States, United States
Marissa Schneider's Contact Details

Marissa Schneider work email

Marissa Schneider personal email

n/a
About Marissa Schneider

I am a graduate from the University of Wisconsin - Madison where I have completed a Bachelor of Science degree in Financial Planning with the objective of becoming a Certified Financial Planner. I have also completed the requirements for a certificate in Entrepreneurship through the University. I recently completed licensing to become an Investment Advisor Representative.Procyon Partners, LLC ("Procyon Partners") is a registered investment advisor. Procyon Partners provides investment advisory and related services for clients nationally. Procyon Partners will maintain all applicable registration and licenses as required by the various states in which it conducts business. For additional information, please visit our website at [http://www.procyonpartners.com/].

Marissa Schneider's Current Company Details
Procyon Partners

Procyon Partners

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Investment Analyst at Procyon Partners
shelton, connecticut, united states
Website:
procyonpartners.net
Employees:
17
Marissa Schneider Work Experience Details
  • Procyon Partners
    Investment Analyst
    Procyon Partners Jan 2024 - Present
    New York, New York, United States
    View
  • Procyon Partners
    Reporting Analyst
    Procyon Partners Oct 2021 - Jan 2024
    Shelton, Connecticut, United States
    Procyon Partners is an independent, employee-owned financial advisory firm founded with a dual focus on: • Assisting individuals, families, and business owners to effectively fulfill their dreams through sensible financial planning, investment, and risk management. • Helping institutions prudently manage the retirement plans, endowments, foundations, and senior living portfolios under their stewardship.As fiduciary investment advisors, we enhance the value we deliver to our clients by leveraging our independence to deliver effective, best-inbreed solutions to help address your financial goals and challenges.Whether we are working with private individuals, institutional trustees or retirement plan participants, our team is devoted to helping clients simplify the financial complexity of their lives.
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  • Ameriprise Financial Services, Llc.
    Finance Intern
    Ameriprise Financial Services, Llc. Jun 2020 - Aug 2020
    La Crosse, Wisconsin, United States
    • Assisted the Financial Advisor with communications between client and advisor including scheduling meetings, sending financial plans and documents, and general correspondence• Tested functionality of new client data systems and input of client data into planning software• Managed social media accounts and posts to share relevant financial information with followers
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  • Altra Federal Credit Union
    Business Banking Intern
    Altra Federal Credit Union May 2017 - Aug 2017
    La Crosse, Wisconsin, United States
    • Managed loan paperwork and filing systems to follow government regulations• Created organization for member folders within an online storage system to allow efficiency of shared information • Demonstrated teamwork and leadership skills in a fast-paced environment to efficiently collaborate with coworkers to provide the best service for customers• Complied with confidentiality of members and credit union practices to keep the system consistent and reliable
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  • Altra Federal Credit Union
    Teller, Youth Apprentice
    Altra Federal Credit Union Sep 2015 - May 2017
    • Gave applicable information to customers pertaining to the credit union’s product offerings and referrals to grow the credit union’s business and help improve the customer’s financial knowledge• Demonstrated efficient multitasking through providing customer service while transacting on accounts to increase speed and accuracy of transactions• Shadowed different areas of the credit union to gain an understanding of business processes including Deposit Operations, Marketing, Business Banking, Customer Relations
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Marissa Schneider Education Details

Frequently Asked Questions about Marissa Schneider

What company does Marissa Schneider work for?

Marissa Schneider works for Procyon Partners

What is Marissa Schneider's role at the current company?

Marissa Schneider's current role is Investment Analyst at Procyon Partners.

What is Marissa Schneider's email address?

Marissa Schneider's email address is ma****@****ees.com

What schools did Marissa Schneider attend?

Marissa Schneider attended University Of Wisconsin-Madison, University Of Wisconsin-Madison.

Who are Marissa Schneider's colleagues?

Marissa Schneider's colleagues are Michael Desmond, Cima®, Aif®, Cari Walling, Richard J. Appaluccio, Dan Limmer, Steven Mitchell, Lisa Allen, Tom Gahan.

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