Jake Knox Email & Phone Number
Wealth Manager @ Annex Wealth Management
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Jake Knox Location
- Milwaukee, WI, US
Jake Knox Work
- 2025 -now Wealth Manager @
- 2022 -2024 Associate Wealth Manager @
- 2021 -2022 Credit Review Specialist @
- 2019 -2021 Peer Financial Educator @
Jake Knox Education
- University of Wisconsin-Whitewater
Bachelor's degree (Finance)
2017-2021
Jake Knox Skills
- Customer Service
- Management
- Leadership
- Inventory Management
- Microsoft Word
- Microsoft Excel
- Microsoft PowerPoint
- Training
- Problem Solving
- Communication
- Public Speaking
Jake Knox Summary
- Jake Knox, based in Milwaukee, WI, US, is currently a Wealth Manager at Annex Wealth Management. Jake Knox brings experience from previous roles at Annex Wealth Management, U.S. Bank and University of Wisconsin-Whitewater. Jake Knox holds a 2017 - 2021 Bachelor's degree in Finance @ University of Wisconsin-Whitewater. With a robust skill set that includes Customer Service, Management, Leadership, Inventory Management, Microsoft Word and more. Jake Knox has 2 emails and 3 mobile phone numbers on RocketReach.
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Top Annex Wealth Management Employees
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
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
Gregory Vidmar
Wealth Manager
Milwaukee, WI, US
Jackie Sklenar
Director of Client Engagement
Pewaukee, WI, US
Michael Mihm
Senior Wealth Manager
Brookfield, WI, US
Jim Blahnik
Director of IT
Milwaukee, WI, US
Matthew Morzy
Director of Research
Milwaukee, WI, US
Eric Strom
Director of Financial Planning
Milwaukee, WI, US
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