Terry Conner Email & Phone Number
Client Operations Specialist @ Annex Wealth Management
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Terry Conner Location
- Milwaukee, WI, US
Terry Conner Work
- 2021 - now Client Operations Specialist @
- 2018 - 2021 Consumer Banking Rep @
- 2016 - 2018 Real Estate Evaluator @
- 2016 - 2016 Referral Coordinator @
- 2013 - 2016 Relocation Associate @
- 2012 - 2013 Marketing Program Coordinator 2 @
- 2007 - 2012 Inside Sales Representative @
- 2006 - 2007 Account Manager @ BNC Mortgage, Inc
- 2005 - 2005 Account Manager @
- 2004 - 2005 Underwriter @
- 2003 - 2004 Loan Processor @
- 2002 - 2003 Office Assisant @
- 1999 - 2002 Loan by Phone operator, CSA I and CSA II @
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
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
Mark Pent
Branch Director
Madison, WI, US
Amy Kiiskila
Director of Wealth Strategy
Milwaukee, WI, US
Jim Blahnik
Director of IT
Milwaukee, WI, US
Matthew Morzy
Director of Research
Milwaukee, WI, US
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