Annamarie Halfman

Branch Director

We found the following information about Annamarie Halfman at Annex Wealth Management, where Annamarie Halfman has worked as a Branch Director since 2015. Annamarie's total work experience is over 21 years, during which time they had at least four jobs at different places to develop professional skills. Annamarie Halfman currently is located in Oshkosh, Wisconsin. You can contact with Annamarie by looking for phone or email or find additional information by requesting access to this expert's further details.
Name variants:
Annamarie Halfman
Last updated Jun 29, 2024

Contact Information

Last Update
Jun 23, 2022
Location
Oshkosh, WI

Workplace

Annex Wealth Management
Branch Director

Elm Grove, WI

Industry

Investment Management, Security Broker/Dealer, Accountant, Financial Advisor, Investment Advice

Work History

Branch Director

12700 west Bluemound Rd, Elm Grove, WI 53122
from Mar 2015

Regional Vice President

Newark, NJ
Jan 1, 1999 — Jan 2015

Vice President

May 1997 — Jan 1999

Regional Sales Manager Internal Wholesaler

Jan 1994 — May 1997

Occupations

Executive
Director
Accountant
Finance and Accounting Specialist
Regional Vice President
Operations Manager
Accounting Bookkeeper
Bookkeeper
Vice President
Chief Executive

Skills

Alternative Investments
Wealth Management
Series 63
Iras
Strategic Financial
Investments
Asset Management
Variable Annuities
Series 6
Retirement
Asset Allocation
Financial Services
Retirement Planning
Securities
Mutual Funds

FAQs about Annamarie Halfman

What is the profession of Annamarie Halfman?

This professional's job is Branch Director

What are the main profession of This expert?

These person's professions are Executive and Director

Where is Annamarie Halfman located?

Annamarie is currently located in Oshkosh, Wisconsin.

How many companies did Annamarie Halfman work at?

The professional worked at four jobs.

What is professional industry that Annamarie Halfman is connected to?

Annamarie works in Financial Services industry.

What are professional skills of Annamarie Halfman?

Annamarie Halfman has skills in the following areas: Alternative Investments, Wealth Management, Series 63, Iras, Strategic Financial, Investments, Asset Management, Variable Annuities, Series 6, and Retirement.
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