Partner / Chief Operations Officer (COO)
Michelle Cannon oversees all systems and operations at FirsTrust
Shelly Cannon is living proof that honesty and hard work are the keys to success.
She excelled academically throughout her early scholastic years in New Smyrna Beach, Florida and was featured in Who's Who Among American High School Students for earning the Florida Bright Futures Scholarship, as well as the Superintendent's Elite Scholar Medal For Academic Excellence, and graduating as Valedictorian of her high school class.
In 1999, Shelly put a successful modeling career on the back burner and joined FirsTrust as a receptionist during the day while attending classes at Daytona State College at night.
It wasn't long before Shelly was promoted to Caseload Manager and took over processing the firm’s workflows, addressing individual client requests, and assisting both advisors and clients with their technology needs. She graduated at the top of her class with a bachelor’s degree from the University of Central Florida and became the firm’s Chief Operations Officer in 2005.
Shelly’s technology innovations have automated the firm’s investment management and reporting processes and eliminated countless hours of repetitive data entry. Her thought leadership is widely sought-after in the financial service industry, and she has graciously shared her insights on operations, software design, integration and functionality with some of the world’s largest institutional investment firms.
In 2008 the firm wisely made Ms. Cannon a partner.
Those who know her best regard Michelle Cannon among the most competent and internally driven people they’ve ever known. And anyone who spends even a few minutes speaking with her will quickly appreciate how someone so extraordinarily bright can also be so genuinely down-to-earth.
Shelly is an Axys® Certified Portfolio Management specialist and a notary public for the state of Florida.
Personal Note: Shelly is also a Certified Personal Trainer and holds world records in powerlifting.