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)
1999
Terry Conner Skills
- Access
- Account Management
- Banking
- Call Center
- Call Centers
- Customer Satisfaction
- Customer Service
- Financial Analysis
- Insurance
- Loan Origination
- Loans
- Management
- Microsoft Excel
- Microsoft Office
- Microsoft Word
- Mortgage
- Mortgage Banking
- Mortgage Lending
- Retail
- Sales
- Salesforce.com
- Underwriting
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. With a robust skill set that includes Access, Account Management, Banking, Call Center, Call Centers and more. Terry Conner has 2 emails and 2 mobile phone numbers on RocketReach.
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Top Annex Wealth Management Employees
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Milwaukee, WI, US
Amy Kiiskila
Director of Wealth Strategy
Milwaukee, WI, US
Jackie Sklenar
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Eric Strom
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