Marissa Cummings has extensive experience in client services and account management in the financial industry. Marissa has worked with various companies, including Vivaldi Capital Management, Corient, Millennium Trust Company, and Harbor Capital Advisors, Inc. Marissa's expertise includes handling client inquiries, onboarding new accounts, managing client transactions, and ensuring compliance with regulations. Prior to their financial career, Marissa also worked as a Special Education Instructional Assistant and a 6th Grade Teacher in the education sector. Marissa holds a Bachelor of Science in Elementary Education from Illinois State University.
September, 2023 - present
Client Service Associate at BakerAvenue Wealth Management
Client Service Associate at AJ Wealth
Client Service Associate at Sage Mountain Advisors
Client Service Associate at Waverly Advisors, LLC
Client Service Associate at Private Advisor Group