Current Position:
Client Service Manager at Annex Wealth ManagementExperience:
14 yearsLocation:
Delafield, Wisconsin, United StatesDec 2024 - Current
Feb 2024 - Dec 2024
Sep 2021 - Feb 2024
Aug 2016 - Feb 2024
Jun 2011 - Mar 2016
The American College of Financial Services
Bachelor of Science (B.S.) at University of Wisconsin-Oshkosh
Nathan Hale High School
Name: Annex Wealth Management
Speciality: Fiduciary, Finance, Retirement, Savings, Financial advice, 401k, Investment, Advisor, Technology, Trust, Team
Location: Brookfield, Wisconsin, United States
Employees: 100-200
HQ Phone: 262-786-6363
Description: Annex is a fast-growing registered investment advisor founded with the goal of serving the complete financial needs of family, individual and business clients. We’ve earned a rep...
What is Brandon Willis's minimum period of employment in the companies?
Brandon Willis's minimum period of employment in various companies is 10 months.What is Brandon Willis's average duration of employment for different companies?
On average, Brandon Willis works for one company for 3 years 11 monthsWhat industries has Brandon Willis worked in?
Brandon Willis works in the Financial Services. Previously, Brandon Willis worked in the Facilities Services, and Wholesale.What positions has Brandon Willis held before?
Previously, Brandon Willis worked as a Manager of Office Operations, and Director Of Development, and Financial Advisor, and Sales Representative.How do I contact Brandon Willis?
Brandon Willis's email address is w*******n@annexwealth.com, phone number is +1-***-***-8627. Sign up to get contact details.Who is the President/CEO/Director of the Annex Wealth Management?
The President/CEO/Director of the Annex Wealth Management is Fred ColemanWho are Brandon Willis's peers at other companies?
Brandon Willis's peers at other companies are Christi Kay and Angelene Velasco and Mark EzellFind email for 850M+ professionals