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Annex Wealth Management Employee Directory

Financial ServicesWisconsin, United States51-200 Employees

Annex Wealth Management has about 186 employees across 2 continents, most of them in North America. By country, the largest groups are United States Of America (97%) and Bangladesh (3%). Banking and Community & Social Services make up over half of the profiles with a known department. Annex Wealth Management's workforce spans 15 departments.

Find Annex Wealth Management employees' phone numbers or email addresses

Annex Wealth Management Global Highlights

Location
Employees

North America
212

Minus sign iconPlus sign icon
  • United States Of America
    212

Asia
6

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  • Bangladesh
    6

Africa
1

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  • Egypt
    1

North America accounts for 97% of Annex Wealth Management's workforce, followed by Asia (3%).

Annex Wealth Management's Leadership

  • Chief Financial Officer at Annex Wealth Management
    M. C.
    Chief Financial Officer
    Mobile Phone
  • Branch Director, Appleton Office at Annex Wealth Management
    J. D.
    Branch Director, Appleton Office
    Mobile Phone
  • Associate Event Manager at Annex Wealth Management
    J. H.
    Associate Event Manager
    Mobile Phone
  • Associate Wealth Manager at Annex Wealth Management
    T. P.
    Associate Wealth Manager
    Mobile Phone
  • Associate Wealth Manager at Annex Wealth Management
    G. B.
    Associate Wealth Manager
    Mobile Phone
  • Client Services Manager at Annex Wealth Management
    K. A.
    Client Services Manager
    Mobile Phone
  • Client Services Manager at Annex Wealth Management
    V. C.
    Client Services Manager
    Mobile Phone
  • Wealth Manager at Annex Wealth Management
    A. K.
    Wealth Manager
    Mobile Phone

Annex Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Finance
  • Legal
  • Entrepreneurship
  • Other
  • Analytics
  • Information Technology

Banking is the largest department at 79% of profiles with a known department, followed by Community & Social Services (6%) and Finance (3%).

Contact profiles from Annex Wealth Management

Name
Title
Contact
Location
Last Update
  • Chief Financial Officer at Annex Wealth Management
    M. C.
    Chief Financial Officer
    Mobile Phone
    Nov 12, 2024
  • Branch Director, Appleton Office at Annex Wealth Management
    J. D.
    Branch Director, Appleton Office
    Mobile Phone
    Oct 22, 2024
  • Associate Event Manager at Annex Wealth Management
    J. H.
    Associate Event Manager
    Mobile Phone
    Jun 27, 2026
  • Associate Wealth Manager at Annex Wealth Management
    T. P.
    Associate Wealth Manager
    Mobile Phone
    Apr 15, 2026
  • Associate Wealth Manager at Annex Wealth Management
    G. B.
    Associate Wealth Manager
    Mobile Phone
    Jun 29, 2026
  • Client Services Manager at Annex Wealth Management
    K. A.
    Client Services Manager
    Mobile Phone
    Sep 09, 2026
  • Client Services Manager at Annex Wealth Management
    V. C.
    Client Services Manager
    Mobile Phone
    Sep 14, 2026
  • Wealth Manager at Annex Wealth Management
    A. K.
    Wealth Manager
    Mobile Phone
    Oct 18, 2024
  • Wealth Manager at Annex Wealth Management
    A. B. S. C.
    Wealth Manager
    Mobile Phone
    Jul 30, 2024
  • Associate Wealth Manager at Annex Wealth Management
    S. G.
    Associate Wealth Manager
    Mobile Phone
    Oct 21, 2024

Frequently Asked Questions

What are the largest departments at Annex Wealth Management?

Minus sign iconPlus sign iconBanking is the largest department at 79% of profiles with a known department, followed by Community & Social Services (6%) and Finance (3%). Annex Wealth Management's workforce spans 15 departments.

Where are Annex Wealth Management's employees located?

Minus sign iconPlus sign iconAnnex Wealth Management has about 186 employees across 2 continents, most of them in North America. North America accounts for 97% of Annex Wealth Management's workforce, followed by Asia (3%). By country, the largest groups are United States Of America (97%) and Bangladesh (3%).

How many employees does Annex Wealth Management have currently?

Minus sign iconPlus sign iconAnnex Wealth Management has approximately 186 employees as of October 2026. These team members are located across 3 continents, including North America, Asia and Africa.

Who are Annex Wealth Management's key employees and leadership?

Minus sign iconPlus sign icon

As of October 2026, Annex Wealth Management's key employees include:

  • Chief Financial Officer: M. C.
  • Branch Director, Appleton Office: J. D.
  • Associate Event Manager: J. H.
  • Associate Wealth Manager: T. P.
  • Associate Wealth Manager: G. B.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

What is Annex Wealth Management's most common email format?

Minus sign iconPlus sign iconAnnex Wealth Management employees' email format typically follows the pattern of FLast@annexwealth.com. Trying to find reliable and up-to-date employee contact data? Find more Annex Wealth Management email formats with LeadIQ.

What is Annex Wealth Management known for?

Minus sign iconPlus sign iconAnnex Wealth Management operates in the Financial Services industry. You can contact Annex Wealth Management's main corporate office by phone at
+1-262-786-****
. Explore Annex Wealth Management's company overview page for more information.

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