Customer Service Associate@ Corient
Oak Brook, Illinois, United States
Marissa Cummings
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Illinois State University
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Tell me more about Marissa Cummings?
FlashIntel GPTMarissa Cummings is a highly experienced professional with 19.3 years of work experience. She possesses a diverse skill set including customer service, mutual funds, series 6, management, and Microsoft Excel. Currently, she works at Millennium Trust Company, LLC as a Direct Custodian, ensuring the smooth operation of the company. With a focus on providing investment, legal, and tax advice, Millennium Trust offers both traditional and alternative investments through self-directed taxable and non-taxable accounts. Marissa has previously worked at Segall Bryant & Hamill, Harbor Capital Advisors, Inc., and as a 6th Grade Teacher.
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Emails and Phone Numbers
About
Millennium Trust Company, LLC performs the duties of a directed custodian, and as such does not provide due diligence to third parties on prospective investments, platforms, sponsors or service providers, and does not offer or sell investments or provide investment, legal or tax advice. Millennium Trust offers both traditional, as well as alternative investments through self-directed taxable and non-taxable accounts.
Work Experience
Marissa Cummings's Professional Milestones
- Senior Account Manager (2014-07-01~2016-03-01): Achieved revenue targets consistently by implementing strategic marketing techniques and driving customer engagement.
- Special Education Instructional Assistant (2004-08-01~2005-08-01): Provided compassionate support to students with special needs, promoting their knowledge and development in their community.
Education
Elementary Education,
Bachelors,
Bachelor Of Science
1999-2004Skill
Customer Service
Mutual Funds
Series 6
Management
Microsoft Excel
Outlook
Series 63
Microsoft Office
Microsoft Word
Time Management
Financial Services
Powerpoint
Teaching
Special Education
Communication
Process Improvement
401k
Iras
Elementary Education
Corporate Accounts
Non Profit Accounts
Llc
Accuracy
Customer Oriented
Teaching Certificate Type 03
Purchases
Exchanges
Redemptions/liquidations
Psp
Finra
Retirement Accounts
Omnibus Accounts
Re Registrations
Communication Skills
401k Rollovers
Processing
Sep Ira
Traditional Ira
Roth Ira
Taxable Accounts
Account Maintenance
Online Access
Certification
Colleagues
Craig Cardwell
partner regional cfo at corient
Chad Estep
Chief Compliance Officer
Nimesh Patel
Partner Chief Technology Officer
Jane Newton, CFP®, MBA
Partner | Wealth Advisor | Founder
Lennie Gullan
Chief Operating Officer
Other Named Marissa Cummings
Frequently asked questions
We found 3 Marissa Cummings's email addresses
We found 1 Marissa Cummings's phone numbers
Marissa Cummings's social media include: Linkedin,
Marissa Cummings works for Corient
Marissa Cummings's role in Corient is Customer Service Associate
Marissa Cummings's colleagues are Craig Cardwell,Chad Estep,Nimesh Patel
Marissa Cummings's latest job experience is Customer Service Associate at Corient
Marissa Cummings's latest education in Illinois State University
