David Fono's Location
Milwaukee, WI, US
David Fono's Work
- Project and Data Analytics Specialist @ Annex Wealth Management
- Compliance Specialist @ Annex Wealth Management
- Business Line Regulatory Review Manager, Vice President @ US Banccorp
- Officer and Fee Team Manager @ BMO Transportation Finance
- Financial Analyst III @ U.S. Bank
- Broker Dealer Back Office Specialist @ EVEREN CLEARING 1 LLC
David Fono's Education
- Cardinal Stritch University
Master of Business Administration (Finance)
2002 - 2005 - Cannon Financial
CSOP (Certified Securities Operations Professional)
2005 - 2010 - UW-Milwaukee
Bachelors of Business Admin (Operations Management - Service)
1983 - 1997
David Fono's Skills
- Financial Analysis
- Process Improvement
- Financial Services
- Budgets
- Finance
- Financial Reporting
- Accounting
- Budgeting
- Strategic Planning
- Customer Service
David Fono's Summary
David Fono, based in Milwaukee, WI, US, is currently a Project and Data Analytics Specialist at Annex Wealth Management, bringing experience from previous roles at Annex Wealth Management, US Banccorp, BMO Harris Bank and US Bank. David Fono holds a 2002 - 2005 Master of Business Administration in Finance @ Cardinal Stritch University. With a robust skill set that includes Financial Analysis, Process Improvement, Financial Services, Budgets, Finance and more, David Fono contributes valuable insights to the industry. David Fono has 3 emails on RocketReach.
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