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Jacob Galante

Client Services Manager at Annex Wealth Management

  • LinkedIn

Email Email: j****@annexwealth.com

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

Finance student at the University of Wisconsin - Milwaukee, and on track to graduate this coming May 2020 by pursuing a Bachelor in Business Administration - Finance.I am actively seeking...

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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

Susan Felton

Client Services Manager

Amanda Ploetz

Client Services Manager

Heather Shutta

Lead Client Service Manager

Todd Voit

Chief Investment Strategist

Kathy Croak

Client Service Manager

Brian Bartholomew

Supervisor- Client Operations & Client Service Manager at Annex Wealth Management

Frequently Asked Questions Regarding Jacob Galante

Answer: Jacob Galante works for Annex Wealth Management as Client Services Manager

Answer: Jacob Galante’s role in Annex Wealth Management is Client Services Manager

Answer: Jacob Galante's email address is j***@gmail.com

Answer: Jacob Galante's business email address is j****@annexwealth.com

Answer: Jacob Galante’s direct phone number is (***)-***-****

Answer: Jacob Galante works in the industry of: Investment Management

Answer: Jacob Galante is the current Client Services Manager at Annex Wealth Management.... Read More

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

Answer: Annex Wealth Management's Client Services Manager is Jacob Galante

Answer: Jacob Galante contact details:

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

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