David Fisher

Wealth Manager at Annex Wealth Management
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Contact Information
us****@****om
(386) 825-5501
Location
US
Skills

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Bio

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Experience

  • Annex Wealth Management
    • United States
    • Investment Management
    • 100 - 200 Employee
    • Wealth Manager
      • Oct 2022 - Present

      Mequon, Wisconsin

  • Johnson Financial Group
    • United States
    • Financial Services
    • 700 & Above Employee
    • Wealth Advisor
      • Sep 2021 - Oct 2022

      Milwaukee, Wisconsin, United States

  • FIS
    • United States
    • Information Technology & Services
    • 700 & Above Employee
    • Sales Executive
      • Apr 2021 - Sep 2021

  • Northwestern Mutual
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor
      • 2013 - 2021

  • Marking Services, Inc.
    • United States
    • Construction
    • 200 - 300 Employee
    • Inside Sales
      • 2011 - 2013

      Greater Milwaukee Area

  • University of Wisconsin-Eau Claire
    • United States
    • Higher Education
    • 700 & Above Employee
    • Intramural Supervisor
      • Sep 2006 - Dec 2009

  • Metavante
    • Financial Services
    • 400 - 500 Employee
    • Intern-Billing and AR
      • 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

Education

  • University of Wisconsin-Eau Claire
    Bachelor of Business Administration, Finance
    2005 - 2009
  • Cedarburg

Community

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