Tom J. B.
- Role
- Financial Planning Specialist at Annex Wealth Management
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Tom J. B.
We\'re passionate about making financial journeys better through fiduciary advice…
Experience
Financial Planning Specialist
Aug 2020 — Present
Education
University of Wisconsin-Madison
Bachelor of Science (BS), Personal Finance, Certificate: Entrepreneurship
Skills
- Customer Service
- Microsoft Excel
- Microsoft Office
- Apache Spark
- Social Media
- Financial Services
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