Terry Conner Email & Phone Number
Client Operations Specialist @ Annex Wealth Management
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Terry Conner Location
- Milwaukee, WI, US
Terry Conner Work
- Client Operations Specialist @ (November 2021 - Present)
- Consumer Banking Rep @ (June 2018 - November 2021)
- Real Estate Evaluator @ (October 2016 - June 2018)
- Referral Coordinator @ (August 2016 - October 2016)
- Relocation Associate @ (August 2013 - August 2016)
- Marketing Program Coordinator 2 @ (January 2012 - June 2013)
- Inside Sales Representative @ (June 2007 - January 2012)
- Account Manager @ BNC Mortgage, Inc (January 2006 - June 2007)
- Account Manager @ (January 2005 - January 2005)
- Underwriter @ (January 2004 - January 2005)
- Loan Processor @ (January 2003 - January 2004)
- Office Assisant @ (January 2002 - January 2003)
- Loan by Phone operator, CSA I and CSA II @ (January 1999 - January 2002)
Terry Conner Education
- Alverno College
Bachelor's degree (Business Managment with Support in Professional Communications)
Terry Conner Summary
- Terry Conner, based in Milwaukee, WI, US, is currently a Client Operations Specialist at Annex Wealth Management. Terry Conner brings experience from previous roles at First Midwest Bank, BMO Harris Bank and WHR Group Employee Relocation. Terry Conner holds a Bachelor's degree in Business Managment with Support in Professional Communications @ Alverno College. Terry Conner has 2 emails and 2 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
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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
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Ondine Wallinger
Director of Human Resources
New Berlin, WI, US
Eric Strom
Director of Financial Planning
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