Dylan Lyons Email & Phone Number
Client Service Manager @ Annex Wealth Management
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Dylan Lyons Location
- Milwaukee, WI, US
Dylan Lyons Work
- Client Service Manager @ (April 2021 - Present)
- Client Service Associate @ (January 2019 - April 2021)
- Wine and Spirits Associate @ (February 2017 - May 2018)
- Account Advisor @ (May 2015 - September 2016)
- Server @ (July 2014 - May 2016)
- Bag Room Attendant @ Ozaukee Country Club (May 2008 - August 2013)
- Caddie @ Ozaukee Country Club (May 2005 - August 2013)
Dylan Lyons Education
- University of Minnesota-Twin Cities
Bachelor of Applied Economics (General)
2011-2015 - Homestead High School 2008-2011
Dylan Lyons Skills
- Microsoft Office
- Teamwork
- Microsoft Word
- PowerPoint
- Social Media
- Decisiveness
- Microsoft Excel
- Social Networking
- Conflict Resolution
- Problem Solving
- Customer Service
- Efficiency
Dylan Lyons Summary
- Dylan Lyons, based in Milwaukee, WI, US, is currently a Client Service Manager at Annex Wealth Management. Dylan Lyons brings experience from previous roles at Annex Wealth Management, Sendik's Food Market, Receivables Control Corp and Mintahoe Catering & Events. Dylan Lyons holds a 2011 - 2015 Bachelor of Applied Economics in General @ University of Minnesota-Twin Cities. With a robust skill set that includes Microsoft Office, Teamwork, Microsoft Word, PowerPoint, Social Media and more. Dylan Lyons has 1 emails and 1 mobile phone numbers on RocketReach.
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Top Annex Wealth Management Employees
Brian Melter
Senior Director, Head of Client Experience
Milwaukee, WI, US
Tom Parks
Director of Retirement Plan Services
Milwaukee, WI, US
Dave Spano
CFP®, President
Elm Grove, WI, US
Mark Beck
Chief Growth Officer
Brookfield, WI, US
Greg Batiansila
Director of Marketing
Jackson, WI, US
Deanne Phillips
Managing Director of Client and Community Engagement
Milwaukee, WI, US
Keith Butler
Wealth Manager
Milwaukee, WI, US
Amy Kiiskila
Director of Wealth Strategy
Milwaukee, WI, US
Andrew Eichel
Wealth Manager
Milwaukee, WI, US
Fred Coleman
Regional Director
Milwaukee, WI, US
Naomi Ackley
Chief Compliance Officer
Waukesha, WI, US
Aleksandar Sesum
Director of Information Technology
Milwaukee, WI, US
Gregory Vidmar
Wealth Manager
Milwaukee, WI, US
Jackie Sklenar
Director of Client Engagement
Pewaukee, WI, US
Jim Blahnik
Director of IT
Milwaukee, WI, US
Austin Grandinetti
Wealth Manager
Milwaukee, WI, US
Jack Hauser
Director of Data Analytics
Elm Grove, WI, US
Ondine Wallinger
Director of Human Resources
New Berlin, WI, US
Eric Strom
Director of Financial Planning
Milwaukee, WI, US
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