Fred Coleman
Regional Director Wealth Management
- Role
- Regional Director at Annex Wealth Management
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
Experience
Regional Director
Sep 2025 — Present
Education
University of Wisconsin - Milwaukee
Bachelor of Business Administration (B.B.A.), Finance
2008 — 2013
University of Wisconsin-Whitewater
Accounting
2007 — 2008
University of Wisconsin-Milwaukee
Bachelor of Business Administration (B.B.A.), Finance, General
2008 — 2013
College for Financial Planning
Certified Financial Planner Education, Financial Planning and Services
2019 — 2020
Skills
- Mutual Funds
- Ta2000
- Budgets
- Finance
- Financial Operations
- Financial Services
- Social Media
- Powerpoint
- Microsoft Excel
- Analysis
- Salesforce.com
- Accounting
- Trading Systems
- Economics
- Financial Analysis
- Trading
- Fiserv
- Financial Risk
- Microsoft Word
- Financial Modeling
- Customer Service
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