Melissa Montguire
Lead Client Service Manager at Annex Wealth Management
Email:
m****@annexwealth.com
Phone Number: (***)-***-****
Experienced Investment Associate with a demonstrated history of working in the banking industry. Skilled in Customer Service, Sales, Microsoft Office, Financial Services, and Management. ...
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ANNEX WEALTH MANAGEMENT
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Headquarters: 12700 W Bluemound Rd Ste 200, Brookfield, Wisconsin, 53122, United States
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Industry Investment Management
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Website annexwealth.com
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HQ Phone +18*********
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Description
Annex is a fast-growing registered investment advisor founded with the goal of serving the complete financial needs of family, individual and business clients. Weve earned a reputation for ex...Read More
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Employees 51-200
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Revenue 10 Million to 25 Million
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Answer: Melissa Montguire works for Annex Wealth Management as Lead Client Service Manager
Answer: Melissa Montguire’s role in Annex Wealth Management is Lead Client Service Manager
Answer: Melissa Montguire's email address is m***@gmail.com
Answer: Melissa Montguire's business email address is m****@annexwealth.com
Answer: Melissa Montguire’s direct phone number is (***)-***-****
Answer: Melissa Montguire works in the industry of: Investment Management
Answer: Melissa Montguire is the current Lead Client Service Manager at Annex Wealth Management.... Read More
Answer: Melissa Montguire works Annex Wealth Management located at W Bluemound Rd Ste 200, Brookfield, , 53122, Wisconsin, 12700, United States
Answer: Annex Wealth Management's Lead Client Service Manager is Melissa Montguire
Answer: Melissa Montguire contact details:
- Phone number : (***)-***-****
- Email : m****@annexwealth.com
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