Marissa Cummings
Client Services Associate @Vivaldi Capital Management
Chicago, IL, US
EMAILS
MOBILE NUMBERS
+91 *********19
Signup · Get unlimited contacts
WORK HISTORY
Sep 2023 — Present
Client Services Associate @Vivaldi Capital Management
View department →
Chicago, IL, US
EDUCATION
1995 — 1999
Wheaton Warrenville South High School
Diploma
1999 — 2004
Illinois State University
Bachelor of Science (B.S.), Elementary Education
SKILLS
LlcOutlook401k RolloversSpecial EducationCorporate AccountsCommunication SkillsOnline AccessTaxable AccountsMutual FundsMicrosoft WordRetirement AccountsPurchasesRoth IraOmnibus AccountsElementary EducationProcessingRedemptions/LiquidationsIrasPowerpointMicrosoft ExcelAccuracyMicrosoft Office401kCustomer ServiceSep IraSeries 63Customer OrientedFinraAccount MaintenanceExchangesProcess ImprovementTeaching Certificate Type 03 (K-9)TeachingNon-Profit AccountsTime ManagementRe-RegistrationsTraditional IraPspSeries 6Communication
ABOUT MARISSA CUMMINGS
Dedicated CSA looking to build generational relationships with high-net worth clients for years to come.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.