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Michelle Cannon

Chief Operations Officer at FirsTrust

  • LinkedIn

Specialties: Portfolio performance measurement and reporting, Advent Axys, cost basis calculation and reporting, reorg calculations, ACT, Salesforce, Microsoft365, Caseload Management, IT...

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FIRSTRUST

FIRSTRUST

  • description Description
    FirsTrust is an SEC-Registered Investment Advisor firm that serves clients differently than traditional banks and brokerages. As a Fee-Only firm, we are true Advisors, not commissioned sales ...

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  • Employees count Employees 11-50
  • Revenue Revenue 10 Million to 25 Million
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