David Fisher
Wealth Manager at Annex Wealth Management- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
US
Skills
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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 Manager
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Oct 2022 - Present
Mequon, Wisconsin
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Johnson Financial Group
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United States
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Financial Services
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700 & Above Employee
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Wealth Advisor
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Sep 2021 - Oct 2022
Milwaukee, Wisconsin, United States
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FIS
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United States
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Information Technology & Services
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700 & Above Employee
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Sales Executive
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Apr 2021 - Sep 2021
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Northwestern Mutual
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United States
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Financial Services
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700 & Above Employee
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Financial Advisor
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2013 - 2021
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Marking Services, Inc.
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United States
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Construction
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200 - 300 Employee
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Inside Sales
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2011 - 2013
Greater Milwaukee Area
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University of Wisconsin-Eau Claire
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United States
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Higher Education
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700 & Above Employee
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Intramural Supervisor
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Sep 2006 - Dec 2009
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Metavante
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Financial Services
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400 - 500 Employee
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Intern-Billing and AR
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Jun 2007 - Aug 2009
-Reconcile AIMS and PeopleSoft billing systems to complete daily activities and projects -Controlled revenue through invoice variance analysis -Maintained internal controls in accordance with SOX audit requirements -Organized client services data for metrics analysis -Computer literate with 2007 Microsoft Word and Excel
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Education
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University of Wisconsin-Eau Claire
Bachelor of Business Administration, Finance -
Cedarburg
Community
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