Brian Bartholomew Email & Phone Number
Director of Integration @ Annex Wealth Management
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Brian Bartholomew Location
- Madison, WI, US
Brian Bartholomew Work
- Director of Integration @ (August 2026 - Present)
- Manager - Client Operations and Client Service Manager @ (January 2025 - August 2026)
- Supervisor- Client Operations and Client Service Manager at Annex Wealth Management @ (August 2022 - January 2025)
- Client Service Manager @ (January 2020 - January 2025)
- Client Service Manager and Lead Client Operations Specialist @ (April 2021 - August 2022)
- Associate Advisor @ RSM US LLP (August 2016 - December 2019)
- Client Relationship Coordinator @ (February 2015 - April 2016)
- IRA and Qualified Plan Specialist @ (March 2013 - December 2014)
- Collateral Coordinator @ (April 2008 - March 2013)
- Trust Representative @ M&I Support Services (March 2007 - March 2008)
- Sales Representative @ M&I Marshall & Ilsley Bank (August 2006 - March 2007)
Brian Bartholomew Education
- University of Wisconsin-Madison
Bachelor's (Political Science, Economics)
2001-2006
Brian Bartholomew Skills
- Banking
- Capital Markets
- Securities
- Loans
- Financial Modeling
- Financial Analysis
- Equities
- Retirement Planning
- PowerPoint
- Microsoft Excel
- Risk Management
- Due Diligence
- Microsoft Office
- Social Media
- Options
- Customer Service
- Strategic Planning
- Data Analysis
- Microsoft Word
- Marketing
- Fundraising
Brian Bartholomew Summary
- Brian Bartholomew, based in Madison, WI, US, is currently a Director of Integration at Annex Wealth Management. Brian Bartholomew brings experience from previous roles at Annex Wealth Management. Brian Bartholomew holds a 2001 - 2006 Bachelor's in Political Science, Economics @ University of Wisconsin-Madison. With a robust skill set that includes Banking, Capital Markets, Securities, Loans, Financial Modeling and more. Brian Bartholomew has 2 emails and 3 mobile phone numbers on RocketReach.
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Director of Information Technology
Milwaukee, WI, US
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Pewaukee, WI, US
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