Marissa Schneider Email & Phone Number

New York, New York, United States

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.

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

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

• 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

Bachelor Of Science - Bs, Personal Finance - Financial Planning And Services

Activities and Societies: Studied courses relevant to risk management, estate planning, economics, investments, and personal finance.

Certificate In Entrepreneurship

Activities and Societies: Learned about how to become an entrepreneur and the types of opportunities there are. Had specified interest.