Natalie Tennessen
Compliance Associate 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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Compliance Associate
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Aug 2022 - Present
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Davidson Kempner Capital Management
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United States
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Investment Management
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300 - 400 Employee
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Tax Intern
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May 2022 - Jun 2022
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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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Intern
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Jun 2021 - Dec 2021
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Envestnet Institute On Campus
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United States
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Financial Services
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1 - 100 Employee
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Envestnet Certified
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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
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Team Africa Ventures
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South Africa
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Venture Capital and Private Equity Principals
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1 - 100 Employee
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Business Analyst
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Jan 2020 - Mar 2020
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Starbucks
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United States
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Retail
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700 & Above Employee
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Barista
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Aug 2019 - Jan 2020
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Jacobson Rost
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United States
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Advertising Services
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1 - 100 Employee
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Intern
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Jun 2019 - Jun 2019
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Education
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University of Wisconsin-Milwaukee
Bachelor of Science - BS, Accounting -
Fordham Gabelli School of Business
Bachelor of Science - BS, Global Business, Concentrations in Finance and Economics
Community
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