Marissa Frizzell is the Vice President of Client Experience at Proteus, LLC. Her role involves managing relationships, marketing, distribution, and training both new and existing users of the Proteus Platform.
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Before joining Proteus, Marissa worked at Archway Technology Partners, which was acquired by SEI Investment Co. in 2017. At Archway, she held various positions, including Sales Director for the Family Office and Multi-Family Office sector. Archway specialized in portfolio aggregation, partnership accounting, performance reporting, and general ledger software for family offices.
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Marissa also played a key role in creating the SEI Archway Training team. Her contributions included developing online training for new hires, improving online product documentation and enhancement notices, and overseeing the Client Support Portal.
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She has brought her extensive experience in the family office and software industry to Proteus, where she focuses on simplifying the process of investing in alternatives. Marissa holds a Bachelor of Science degree in Finance from Butler University.?
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Join Marissa for her 1:50 PM panel, “Alternatives | Real Assets = Real Returns?” in Philadelphia at the Pennsylvania RIA Summit on April 18th.
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Click here to learn about Proteus:?https://lnkd.in/efhX4nUT
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Register here for the Pennsylvania RIA Summit:?https://lnkd.in/eeHq7JNf
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#PortfolioSummits #RIACommunity #Investmentstrategies #PennsylvaniaRIA
