With work experience over 13 years, Joann Bell is currently working at Annex Wealth Management which is based in 104 as a Client Service Manager. This professional has gained certifications in : Investment Company/Variable Contracts Products (Series 6), Series 63, and Wisconsin Insurance License. This expert is located in Pewaukee, Wisconsin. To contact Joann, you can look for their phone or email or find exhaustive info by requesting access to the person's further details.
Name variants:
Joanna Bell
Last updated May 26, 2024
Contact Information
Last Update
Jun 23, 2022
Email
jb**@annexwealth.com, jo**@hotmail.com
Location
Pewaukee, WI
Company
Workplace
Client Service Manager
Elm Grove, WI
Industry
Investment Management, Security Broker/Dealer, Accountant, Financial Advisor, Investment Advice
Colleagues
Work History
Client Service Manager
12700 west Bluemound Rd, Elm Grove, WI 53122
from 2015
Client Services Specialist
675 north Barker Rd SUITE 220, Brookfield, WI 53045
May 2014 — 2015
Occupations
Executive
Manager
Service Manager
Accountant
Finance and Accounting Specialist
Operations Manager
Service Operations Expert
Accounting Bookkeeper
Bookkeeper
Skills
Securities
Customer Service
Financial Advisory
Leadership
Management
Finance
Sales
Public Speaking
Microsoft Office
Trading