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Amy Bremmer
Work history
Annex Wealth Management
Wealth ManagerCurrent (about 4 years)Annex Wealth Management
Associate Wealth ManagerJun 2020 - Mar 2021 (9 months)Annex Wealth Management
Client Services ManagerMay 2015 - Jun 2020 (about 5 years)Global View Capital Advisors
Financial AssistantJul 2012 - May 2015 (almost 3 years)JP Morgan Chase
Client Service Associate Private Wealth ManagementApr 2010 - May 2012 (about 2 years)Thrivent Financial for Lutherans
Financial AdvisorSep 2009 - Apr 2010 (7 months)Infosoft Group
Account ExecutiveMay 2009 - Sep 2009 (4 months)EMTEQ
Account ManagerSep 2006 - Apr 2009 (over 2 years)Aurora Health Care
Patient Access SpecialistApr 2000 - Nov 2006 (over 6 years)
Contact Information
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LinkedInlinkedin.com/in/amybremmer
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Description
Annex Wealth Management delivers comprehensive, custom-tailored wealth management services to each client. Our fiduciary commitment and fee-only compensation help nurture a relationship rooted in trust.
Company phone+12627866363
Company websiteannexwealth.com
LocationBrookfield, Wisconsin, United States, 17950 W Corporate Dr
Industryfinancial services
Employees150
Founded at2001
Annual revenue18M
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