Before joining Annex Wealth Management, he worked for US Bank Global Fund Services as a mutual fund specialist assisting clients with their investment accounts, managing projects, and onboarding new hires. Troy has over 18 years of customer service experience in the financial industry. Before joining Annex Wealth Management, he worked for US Bank Global Fund Services as a mutual fund specialist assisting clients with their investment accounts, as well as a senior mentor and trainer for his peers. Martie has nearly 20 years of experience in the financial services industry.
Our Hybrid business provides companies with flexible equity and debt solutions at scale and invests in all market environments. Our Yield business spans the financing universe across public and private markets, providing innovative lending and capital solutions for growth. The Middle East’s Top 30 Asset Management Companies had a total of $316 billion in assets under management in 2021, compared to $265 billion in 2020. We have practical experience of dealing with the opportunities and real-life challenges that wealth management can bring.
Closing the gap: Leadership perspectives on promoting women in financial services
Justin has over 17 years of experience in the IT industry working in various industries including financial, legal firms, recruitment firms and software companies. He has spent much of that time helping to educate customers on products and services, as well as providing internal IT support to employees, focusing on customer service. Before Annex Wealth Management, Bryan held management positions at Scottrade and TD Ameritrade. He worked in the areas of financial education, investment strategies, financial planning, and service with clients and staff.