AeroLeads people directory · profile
David S. Fono Email & Phone Number
Project and Data Analytics Specialist
at
Annex Wealth Management
1 work email found
@annexwealth.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Project and Data Analytics Specialist
Location
Milwaukee, Wisconsin, United States
Company size
Who is David S. Fono? Overview
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Quick answer
David S. Fono is listed as Project and Data Analytics Specialist at Annex Wealth Management, a with 166 employees, based in Milwaukee, Wisconsin, United States. AeroLeads shows a work email signal at annexwealth.com and a matched LinkedIn profile for David S. Fono.
David S. Fono previously worked as Project & Data Analytics Specialist at Annex Wealth Management and Compliance Specialist at Annex Wealth Management. David S. Fono holds Master Of Business Administration, Finance from Cardinal Stritch University.
Company email context
Email format at Annex Wealth Management
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{first_initial}{last}@annexwealth.com
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AeroLeads found 1 current-domain work email signal for David S. Fono. Compare company email patterns before reaching out.
Profile bio
About David S. Fono
FINANCE | COMPLIANCE | DATA ANALYTICS Accomplished financial and data analyst and compliance officer with expertise in budgeting and forecasting; financial analysis; management reporting; process improvement; writing, implementing, testing and maintenance of policies and procedures, customer focus, management, account reconciliation, compliance oversight, risk analysis and assessment, research support, data analysis and audit.
Listed skills include Financial Analysis, Process Improvement, Financial Services, Budgets, and 16 others.
Current workplace
David S. Fono's current company
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Annex Wealth Management
7 roles
David S. Fono work experience
A career timeline built from the work history available for this profile.
Project & Data Analytics Specialist
Compliance Specialist
Mar 2021 - Apr 2022
Business Line Regulatory Review Manager, Vice President
Us Banccorp
USBancorp Fund Services – Regulatory Support Services, VP, BL Regulatory Review ManagerSupport both the USBFS and the investment advisory client’s Chief Compliance Officers with their respective compliance programs. Assist in the compliance review and risk assessment of the Multiple Series Trust (“MST”) compliance programs. • Responsible for conducting compliance testing of Custody business line to ensure compliance with mutual fund regulations and business line procedures• Provide written reports, summarizing findings and recommendations relating to the testing• Review the compliance programs of the MST investment advisory clients• Conduct annual on-site due diligence visits and maintain regular communications with the MST CCOs.
May 2014 - Jan 2021
Officer/Fee Team Manager
Budgeting, Financial Analysis, Reconciliation, project management, employee management
Jul 2003 - May 2014
Financial Analyst Iii
Responsible for financial support for Private Client Group business line with $320 million in non-interest income, $4 billion in loan balances, $5 billion in deposit balances, and $140 million in non-interest expense. Provided and researched variance analysis for monthly, quarterly, and annual results to forecast and plan. Participated in budget and monthly forecasts through financial modeling and use of Microsoft Access, Excel, and Hyperion Essbase.• Instrumental in creation of monthly forecast and annual budget to guide revenue growth for the Private Client Group’s trust and banking business.• Created, maintained, and analyzed High Level Trust Fee Accrual on a quarterly basis, which contributed to more accurate accounting of trust revenue flow.• Created various ad hoc financial reports for business line management to serve as a source of explanation for variances in revenue and expense results to support forecast and plan.• Modified and maintained trust revenue reporting tool to facilitate managements understanding of revenue flow and fluctuations on a monthly, quarterly, and annual basis.
Feb 1998 - Mar 2003
Broker Dealer Back Office Specialist
Monitored buy-ins, trade settlement, and securities lending. Assisted with vault audits.
Jun 1994 - Feb 1998
3 education records
David S. Fono education
Master Of Business Administration, Finance
Cardinal Stritch University
Csop, Certified Securities Operations Professional
Cannon Financial
Bachelors Of Business Admin, Operations Management - Service
University Of Wisconsin-Milwaukee
FAQ
Frequently asked questions about David S. Fono
Quick answers generated from the profile data available on this page.
What company does David S. Fono work for?
David S. Fono works for Annex Wealth Management.
What is David S. Fono's role at Annex Wealth Management?
David S. Fono is listed as Project and Data Analytics Specialist at Annex Wealth Management.
What is David S. Fono's email address?
AeroLeads has found 1 work email signal at @annexwealth.com for David S. Fono at Annex Wealth Management.
Where is David S. Fono based?
David S. Fono is based in Milwaukee, Wisconsin, United States while working with Annex Wealth Management.
What companies has David S. Fono worked for?
David S. Fono has worked for Annex Wealth Management, Us Banccorp, Bmo Harris Bank, Us Bank, and Everen Clearing 1 Llc.
How can I contact David S. Fono?
You can use AeroLeads to view verified contact signals for David S. Fono at Annex Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did David S. Fono attend?
David S. Fono holds Master Of Business Administration, Finance from Cardinal Stritch University.
What skills is David S. Fono known for?
David S. Fono is listed with skills including Financial Analysis, Process Improvement, Financial Services, Budgets, Finance, Financial Reporting, Accounting, and Budgeting.
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