Erin Sanderson
Customer Service Manager at Annex Wealth Management- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Milwaukee, Wisconsin, United States, US
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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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Customer Service Manager
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Dec 2021 - Present
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OneAmerica
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United States
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Financial Services
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700 & Above Employee
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Transition Manager
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Jan 2005 - Dec 2021
Managed and coordinated the transfer of all assets and participant data with purpose of transferring the retirement plan to OneAmerica for continued record keeping services. Managed and coordinated the transfer of all assets and participant data with purpose of transferring the retirement plan to OneAmerica for continued record keeping services.
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Education
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Cardinal Stritch University
Bachelor of Business Administration - BBA, Business Administration and Management, General -
Cardinal Stritch University
Bachelor of Business Administration - BBA, Business Administration and Management, General
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