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Heather Shutta

Lead Client Service Manager at Annex Wealth Management

  • LinkedIn

Email Email: h****@annexwealth.com

phone noPhone Number: (***)-***-****

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ANNEX WEALTH MANAGEMENT

ANNEX WEALTH MANAGEMENT

  • description 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. Weve earned a reputation for ex...

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  • Employees count Employees 51-200
  • Revenue Revenue 10 Million to 25 Million
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Annex Wealth Management Org Chart and Mapping

Employees

Kevin Trecek

Associate Wealth Manager

Courtney Mielke

Client Service Associate

Diane Tillman

Administrative Assistant

Melissa Montguire

Lead Client Service Manager

Kenneth Symes

Branch Director and Wealth Manager

Jonathan Friedl

Salesforce Administrator

Simon Rech

Compliance Specialist

Melanie Funk

Client Operations Specialist

Frequently Asked Questions Regarding Heather Shutta

Answer: Heather Shutta works for Annex Wealth Management as Lead Client Service Manager

Answer: Heather Shutta’s role in Annex Wealth Management is Lead Client Service Manager

Answer: Heather Shutta's email address is h***@gmail.com

Answer: Heather Shutta's business email address is h****@annexwealth.com

Answer: Heather Shutta’s direct phone number is (***)-***-****

Answer: Heather Shutta works in the industry of: Investment Management

Answer: Heather Shutta works Annex Wealth Management located at W Bluemound Rd Ste 200, Brookfield, , 53122, Wisconsin, 12700, United States

Answer: Annex Wealth Management's Lead Client Service Manager is Heather Shutta

Answer: Heather Shutta contact details:

  • Phone number  :  (***)-***-****
  • Email  :  h****@annexwealth.com

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