Jacob Galante

Jacob Galante is a finance professional with a Bachelor of Business Administration degree from the University of Wisconsin-Milwaukee, earned in 2020. Jacob currently serves as a Client Services Manager and previously held the title of Client Operations Specialist at Annex Wealth Management, beginning in January 2022. Prior experience includes roles as a Client Operations Associate at Fisher Investments from June 2020 to December 2021, and as a Credit Analyst at Westbury Bank from January 2018 to May 2020, where responsibilities included analyzing financial statements and preparing annual reviews. Jacob's career began in customer service as a Customer Service Representative at Westbury Bank, where customer transactions and assistance were key duties.