Experience

Annex Wealth Management

• United States
• Investment Management
• 100 - 200 Employee

• Wealth Manager

  • Apr 2022 - Present

  As a Wealth Manager, I meet with prospective clients, working to secure the client relationship and then oversee those relationships for the long-term. Wealth managers conduct initial portfolio reviews with prospects and clients to determine or validate current investment objective; prepare recommendations of appropriate investment models and allocations developed by Annex Wealth Management’s Central Planning department; and engage in business development to deliver results. As a Wealth Manager, I meet with prospective clients, working to secure the client relationship and then oversee those relationships for the long-term. Wealth managers conduct initial portfolio reviews with prospects and clients to determine or validate current investment objective; prepare recommendations of appropriate investment models and allocations developed by Annex Wealth Management’s Central Planning department; and engage in business development to deliver results.



JP Morgan Chase Bank, N.A.

• Oconomowoc, Wisconsin, United States

• Private Client Advisor

  • Nov 2020 - Apr 2022



TIAA

• United States
• Financial Services
• 700 & Above Employee

• Wealth Management Advisor

  • Aug 2014 - Nov 2020



USAA

• United States
• Financial Services
• 700 & Above Employee

• Wealth Advisor

  • Jul 2004 - Jul 2014