David S. Fono

David S. Fono is a seasoned professional in project and data analytics with extensive experience in compliance and financial analysis. Currently serving as a Project & Data Analytics Specialist at Annex Wealth Management since March 2021, David has previously held significant roles at US Bancorp, where responsibilities included managing regulatory reviews and providing compliance support as a Vice President. Prior to US Bancorp, David worked at BMO Harris Bank as an Officer and Fee Team Manager, focusing on budgeting and project management. Early career experience includes positions at US Bank as a Financial Analyst III and at EVEREN CLEARING 1 LLC as a Broker Dealer Back Office Specialist. David holds a Master of Business Administration in Finance from Cardinal Stritch University and a Bachelor's degree in Business Administration, specializing in Operations Management, from the University of Wisconsin-Milwaukee. Additionally, David is a Certified Securities Operations Professional.