Brandon Willis Email & Phone Number
Client Service Manager @ Annex Wealth Management
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Brandon Willis Location
- Delafield, WI, US
Brandon Willis Work
- Client Service Manager @ (December 2024 - Present)
- Manager of Office Operations @ (February 2024 - December 2024)
- Director Of Development @ (September 2021 - February 2024)
- Financial Advisor @ (August 2016 - February 2024)
- Sales Representative @ (June 2011 - March 2016)
Brandon Willis Education
- The American College of Financial Services 2020-2022
- University of Wisconsin–Oshkosh
Bachelor of Science (B.S.) (Criminal Justice, Political Science)
2010-2015 - Nathan Hale High School 2006-2010
Brandon Willis Skills
- Financial Planning
- Life Insurance
- Disability Insurance
- Retirement Planning
- 401(k) Retirement Savings Plans
- Investments
- Wealth Management
- Mutual Funds
- Strategic Planning
- Leadership
- Time Management
- Customer Service
- Teamwork
- Long Term Care Insurance
- Retirement Solutions
- Saving for Education
- Behavioral Finance
- Communication
- Organizational Development
- Business Coaching
- Leadership Development
- Strategic Planning for Growth
Brandon Willis Summary
- Brandon Willis, based in Delafield, WI, US, is currently a Client Service Manager at Annex Wealth Management. Brandon Willis brings experience from previous roles at Austin Plumbing, Heating, Air & Electric, Northwestern Mutual and Beer Capitol Distributing Co., Inc.. Brandon Willis holds a 2020 - 2022 The American College of Financial Services. With a robust skill set that includes Financial Planning, Life Insurance, Disability Insurance, Retirement Planning, 401(k) Retirement Savings Plans and more. Brandon Willis has 2 emails and 3 mobile phone numbers on RocketReach.
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