Natalie Tennessen

Compliance Associate at Annex Wealth Management
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Contact Information
us****@****om
(386) 825-5501
Location
Milwaukee, Wisconsin, United States, US

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Experience

    • United States
    • Investment Management
    • 100 - 200 Employee
    • Compliance Associate
      • Aug 2022 - Present

    • United States
    • Investment Management
    • 300 - 400 Employee
    • Tax Intern
      • May 2022 - Jun 2022

    • United States
    • Investment Management
    • 100 - 200 Employee
    • Intern
      • Jun 2021 - Dec 2021

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Envestnet Certified
      • Feb 2021 - Apr 2021

      · Broad-based training in asset and wealth management with an emphasis on managed solutions · Learned the essential language of investment management as well as its ever-changing products and technologies · Broad-based training in asset and wealth management with an emphasis on managed solutions · Learned the essential language of investment management as well as its ever-changing products and technologies

    • South Africa
    • Venture Capital and Private Equity Principals
    • 1 - 100 Employee
    • Business Analyst
      • Jan 2020 - Mar 2020

    • United States
    • Retail
    • 700 & Above Employee
    • Barista
      • Aug 2019 - Jan 2020

    • United States
    • Advertising Services
    • 1 - 100 Employee
    • Intern
      • Jun 2019 - Jun 2019

Education

  • University of Wisconsin-Milwaukee
    Bachelor of Science - BS, Accounting
    2023 - 2025
  • Fordham Gabelli School of Business
    Bachelor of Science - BS, Global Business, Concentrations in Finance and Economics
    2020 - 2022

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