Logan Kepler
Wealth Management Assistant at Annex Wealth Management
Based in Milwaukee, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Milwaukee
Industry
Financial Services
Company size
171
Contact information
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l•••••••@annexwealth.com
Phone
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Background
About Logan Kepler
I am currently a Wealth management Assistant at Annex Wealth Management. In this role, I work with wealth managers to ensure that our clients have the best experience possible. I graduated from the University of Wisconsin-Madison with a degree in Personal Finance. In my time there, I was able to build a great foundation of knowledge that has helped me greatly in my young professional career. In the past, I have had multiple different roles, such as-Working as a bagger at a grocery store and doing various tasks around the store as asked -Being a member of a team at a moving company, actively helping customers have a comfortable move to their next location -Landscaping with other crew members to make our various client's properties look wonderful -Worked on multiple group projects relevant to work in personal finance
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