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Amanda Ploetz

Client Services Manager at Annex Wealth Management

  • LinkedIn

Email Email: a****@annexwealth.com

phone noPhone Number: (***)-***-****

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ANNEX WEALTH MANAGEMENT

ANNEX WEALTH MANAGEMENT

  • description Description
    Annex is a fast-growing registered investment advisor founded with the goal of serving the complete financial needs of family, individual and business clients. Weve earned a reputation for ex...

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  • Employees count Employees 51-200
  • Revenue Revenue 10 Million to 25 Million
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Annex Wealth Management Org Chart and Mapping

Employees

Brian Bartholomew

Supervisor- Client Operations & Client Service Manager at Annex Wealth Management

Erin Sanderson

Customer Service Manager

Diane Tillman

Administrative Assistant

Heather Shutta

Lead Client Service Manager

Nikki Trudell

Client Service Specialist

Frequently Asked Questions Regarding Amanda Ploetz

Answer: Amanda Ploetz works for Annex Wealth Management as Client Services Manager

Answer: Amanda Ploetz’s role in Annex Wealth Management is Client Services Manager

Answer: Amanda Ploetz's email address is a***@gmail.com

Answer: Amanda Ploetz's business email address is a****@annexwealth.com

Answer: Amanda Ploetz’s direct phone number is (***)-***-****

Answer: Amanda Ploetz works in the industry of: Investment Management

Answer: Amanda Ploetz works Annex Wealth Management located at W Bluemound Rd Ste 200, Brookfield, , 53122, Wisconsin, 12700, United States

Answer: Annex Wealth Management's Client Services Manager is Amanda Ploetz

Answer: Amanda Ploetz contact details:

  • Phone number  :  (***)-***-****
  • Email  :  a****@annexwealth.com

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