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Jason enjoys fishing, skiing and cheering on his daughters’ sporting events and also serves as a law enforcement officer. Before Annex Wealth Management, Jack worked in data analytics and marketing. As Branch Director, Denis is responsible for the growth and stability of the Appleton branch. As an Office Administrator, Linda answers calls from current and potential clients, coordinates meetings, maintains client files and handles many administrative duties. Brenda enjoys spending time with her husband, cheering at her daughters’ sporting events and multiple outdoor recreational activities. Before Annex Wealth Management, Stephanie served as a fundraising director and special event manager for … Read more

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Headquartered in Zurich, Switzerland, we have a global reach with operations in about 50 countries and employ more than 45,000 people from over 150 different nations. Embodying entrepreneurial spirit, Credit Suisse delivers holistic financial solutions to our clients, including innovative products and specially tailored advice. Simply put, asset management firms manage funds for individuals and companies. They make well-timed investment decisions on behalf of their clients to grow their finances and portfolio. Jenny was an intern at Annex where her primary role was supporting the financial planning team.

WEALTH MANAGEMENT COMPANIES

Wealth management solutions include preserving, accumulating, or transferring wealth. RBC Wealth Management … Read more

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Sell-side analysts work for financial services agents who sell bonds, stocks and other investments. They analyze the quality of specific securities and track the performance of securities within specific portfolios to evaluate if it’s time to sell. We are looking for a financial analyst who can forecast future revenue and expenditures ato help predict future results and drive process and policy improvements. Your primary job will be to provide analytical support, perform financial reporting and forecasting, and analyze financial data.

  • Acting as a business partner with Accounting, G&A, and sales and marketing managers, you will perform financial accounting, analysis, and
… Read more