Kaylee Urbanek
Wealth Management at Annex Wealth Management- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Brookfield, Wisconsin, United States, US
Languages
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Germanic languages Native or bilingual proficiency
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English Native or bilingual proficiency
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Experience
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Annex Wealth Management
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United States
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Investment Management
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100 - 200 Employee
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Wealth Management
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May 2023 - Present
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Charter Capital Management, Inc.
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United States
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Financial Services
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1 - 100 Employee
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Finance and Tax Intern
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Jan 2023 - Apr 2023
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Altar'd State
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United States
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Retail
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700 & Above Employee
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Brand Representative
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Jun 2022 - Apr 2023
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Starbucks
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United States
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Retail
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700 & Above Employee
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Barista
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Jan 2020 - Sep 2022
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Costco Wholesale
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United States
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Retail
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700 & Above Employee
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Deli Clerk
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Aug 2020 - Jun 2022
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Education
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2019 - 2023
University of Wisconsin-Madison
Finance, General -
2015 - 2019
Brookfield East High School
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2019 - 2023
University of Wisconsin-Madison
Bachelor's degree, Personal Finance
Community
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