AeroLeads people directory · profile
Jack Hauser, Cfp® Email & Phone Number
Project and Data Analytics Manager
at
Annex Wealth Management
1 work email found
@annexwealth.com
1 phone found area 414
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Project and Data Analytics Manager
Location
Elm Grove, Wisconsin, United States
Company size
Who is Jack Hauser, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Jack Hauser, Cfp® is listed as Project and Data Analytics Manager at Annex Wealth Management, a company with 166 employees, based in Elm Grove, Wisconsin, United States. AeroLeads shows a work email signal at annexwealth.com, phone signal with area code 414, and a matched LinkedIn profile for Jack Hauser, Cfp®.
Jack Hauser, Cfp® previously worked as Project & Data Analytics Manager at Annex Wealth Management and Data Analyst at Annex Wealth Management. Jack Hauser, Cfp® holds Bachelor'S Degree, Personal Finance from University Of Wisconsin-Madison.
Company email context
Email format at Annex Wealth Management
This section adds company-level context without repeating Jack Hauser, Cfp®'s masked contact details.
*@annexwealth.com
71% confidence
AeroLeads found 1 current-domain work email signal for Jack Hauser, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Jack Hauser, Cfp®
Jack Hauser, Cfp® is a Project and Data Analytics Manager at Annex Wealth Management. He possess expertise in microsoft excel, powerpoint, microsoft word, financial analysis, teamwork and 5 more skills.
Listed skills include Microsoft Excel, Powerpoint, Microsoft Word, Financial Analysis, and 6 others.
Current workplace
Jack Hauser, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Annex Wealth Management
9 roles
Jack Hauser, Cfp® work experience
A career timeline built from the work history available for this profile.
Project & Data Analytics Manager
Current
Mar 2022 - Present
Data Analyst
Aug 2020 - Mar 2022
Financial Planning Specialist
Jun 2017 - Aug 2020
Marketing Coordinator
Sep 2016 - Jun 2017
Global Data Manager
Jul 2015 - Sep 2016
Manager
University Avenue Liquor
Feb 2014 - May 2015
Financial Reprsentative
- Helped clients achieve financial security through personal financial analysis and recommendations of insurance products
- Developed a strong understanding of many different insurance products and how they benefitted individual clients
May 2012 - Apr 2013
Summer Actuarial Intern
- Assisted actuaries with preparation of rate increase filings,
- Prepared schedules of lives and premium inforce,
- Created spreadsheet to verify accuracy of premium rate tables
- Completed ad hoc projects
May 2011 - Aug 2011
2 education records
Jack Hauser, Cfp® education
Bachelor'S Degree, Personal Finance
High School
FAQ
Frequently asked questions about Jack Hauser, Cfp®
Quick answers generated from the profile data available on this page.
What company does Jack Hauser, Cfp® work for?
Jack Hauser, Cfp® works for Annex Wealth Management.
What is Jack Hauser, Cfp®'s role at Annex Wealth Management?
Jack Hauser, Cfp® is listed as Project and Data Analytics Manager at Annex Wealth Management.
What is Jack Hauser, Cfp®'s email address?
AeroLeads has found 1 work email signal at @annexwealth.com for Jack Hauser, Cfp® at Annex Wealth Management.
What is Jack Hauser, Cfp®'s phone number?
AeroLeads has found 1 phone signal(s) with area code 414 for Jack Hauser, Cfp® at Annex Wealth Management.
Where is Jack Hauser, Cfp® based?
Jack Hauser, Cfp® is based in Elm Grove, Wisconsin, United States while working with Annex Wealth Management.
What companies has Jack Hauser, Cfp® worked for?
Jack Hauser, Cfp® has worked for Annex Wealth Management, Nassco Inc., University Avenue Liquor, Northwestern Mutual, and Univita Health Inc.
How can I contact Jack Hauser, Cfp®?
You can use AeroLeads to view verified contact signals for Jack Hauser, Cfp® at Annex Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Jack Hauser, Cfp® attend?
Jack Hauser, Cfp® holds Bachelor'S Degree, Personal Finance from University Of Wisconsin-Madison.
What skills is Jack Hauser, Cfp® known for?
Jack Hauser, Cfp® is listed with skills including Microsoft Excel, Powerpoint, Microsoft Word, Financial Analysis, Teamwork, Insurance, Social Networking, and Mathematics.
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