Emma Sapiro

Supervisor - Marketing Team at Annex Wealth Management

Role: Supervisor - Marketing Team at Annex Wealth Management
Location: Brookfield, WI, US
LinkedIn followers: 500 followers

Advertising & MarketingView LinkedIn profile

About Emma Sapiro

Experienced professional with a demonstrated history of working in the investment…

Experience

Supervisor - Marketing Team
Annex Wealth Management
Jul 2023 — Present · Elm Grove, WI, US

Education

University of Wisconsin-Stout
BS Business Administration
2012 — 2016
University of Wisconsin-Stout
Bachelor of Science (BS)
2012 — 2016

Skills

Customer Service
Outlook
Microsoft Office
Social Media
Leadership
Business Writing
Critical Thinking
Research
Powerpoint
Microsoft Excel
Teamwork
Organization Skills
Communication
Microsoft Word
Public Speaking
Time Management

Contact information

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Work email
•••••@annexwealth.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Annex Wealth Management

Financial Services · 191 employees · Brookfield, Wisconsin, United States

Annex is a fast-growing registered investment advisor founded with the goal of serving the complete financial needs of family, individual and business clients. We’ve earned a reputation for excellence in our industry by providing comprehensive and objective services. We strive to understand the nature and special circumstances of each of our clients, focusing on their personal financial situation, and providing ongoing management and solutions. We believe that integrity, customer service and hard work are the foundations for everything else we do. We are committed to working with our clients as a fiduciary providing independent and unbiased advice. In doing so, we strive to provide objective, creative and focused planning. We educate and explain in order to help our clients understand their financial situation and assist in the decision-making process.

annexwealth.com

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