B

Brandon Willis's
email & phone

Current Position:

Client Service Manager at Annex Wealth Management

Experience:

14 years

Location:

Delafield, Wisconsin, United States

How to contact Brandon Willis

emailw*******n@annexwealth.com
phone+1-***-***-8627
LinkedIn
Skype

Work Experience

Client Service Manager at Annex Wealth Management

Dec 2024 - Current

Manager of Office Operations at Austin Plumbing, Heating, Air & Electric

Feb 2024 - Dec 2024

Director Of Development at Northwestern Mutual

Sep 2021 - Feb 2024

Financial Advisor at Northwestern Mutual

Aug 2016 - Feb 2024

Sales Representative at Beer Capitol Distributing, LLC

Jun 2011 - Mar 2016

Brandon Willis started working in 2011, then the employee has changed 3 companies and 4 jobs. On average, Brandon Willis works for one company for 3 years 3 months.

Education

The American College of Financial Services

Bachelor of Science (B.S.) at University of Wisconsin-Oshkosh

Nathan Hale High School

Current Company Information Annex Wealth Management

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...

Frequently Asked Questions

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 months

What 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 Coleman

Who are Brandon Willis's peers at other companies?

Brandon Willis's peers at other companies are Christi Kay and Angelene Velasco and Mark Ezell
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Brandon Willis Namesakes

Name
Company
Position
B
Wilmar Oilfield
Operator
B
ESG Team
Vice President
B
Distribution Operations and Logistics Specialist
B
Business Access Advisor
B
Vice President, Business Unit CIO Enterprise Insurance Services
B
Integrative Genetics & Genomics PhD Student
B
Strateg-E[Kollektiv]
CEO, Performer

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