Jack Hauser, CFP®

Data & Analytics Manager at Annex Wealth Management
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Contact Information
us****@****om
(386) 825-5501
Location
Elm Grove, Wisconsin, United States, US

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Credentials

  • Certified Financial Planner (CFP)
    CFP Board
    Jan, 2020
    - Oct, 2024

Experience

  • Annex Wealth Management
    • United States
    • Investment Management
    • 100 - 200 Employee
    • Data & Analytics Manager
      • Mar 2022 - Present

    • Data Analyst
      • Aug 2020 - Mar 2022

    • Financial Planning Specialist
      • Jun 2017 - Aug 2020

  • Nassco Inc.
    • United States
    • Retail Office Equipment
    • 1 - 100 Employee
    • Marketing Coordinator
      • Sep 2016 - Jun 2017

    • Global Data Manager
      • Jul 2015 - Sep 2016

  • University Avenue Liquor
    • Madison, WI
    • Manager
      • Feb 2014 - May 2015

  • Northwestern Mutual
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Reprsentative
      • May 2012 - Apr 2013

      •Helped clients achieve financial security through personal financial analysis and recommendations of insurance products •Developed a strong understanding of many different insurance products and how they benefitted individual clients •Helped clients achieve financial security through personal financial analysis and recommendations of insurance products •Developed a strong understanding of many different insurance products and how they benefitted individual clients

  • Univita Health Inc
    • United States
    • Hospitals and Health Care
    • 200 - 300 Employee
    • Summer Actuarial Intern
      • May 2011 - Aug 2011

      •Assisted actuaries with preparation of rate increase filings, •Prepared schedules of lives and premium inforce, •Created spreadsheet to verify accuracy of premium rate tables •Completed ad hoc projects •Assisted actuaries with preparation of rate increase filings, •Prepared schedules of lives and premium inforce, •Created spreadsheet to verify accuracy of premium rate tables •Completed ad hoc projects

Education

  • University of Wisconsin-Madison
    Bachelor's degree, Personal Finance
    2010 - 2015
  • Marquette University High School
    High School
    2006 - 2010

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