Natalie Tennessen

Compliance Associate at Annex Wealth Management

Natalie Tennessen is a Compliance Associate at Annex Wealth Management since August 2022, bringing experience from their previous role as a Tax Intern at Davidson Kempner Capital Management in 2022 and as an Intern at Annex Wealth Management in 2021. Additionally, Natalie completed training as an Envestnet Certified professional, focusing on asset and wealth management. Earlier experiences include serving as a Business Analyst for Team Africa Ventures, a Barista at Starbucks, and an Intern at Jacobson Rost. Natalie holds a Bachelor of Science in Global Business with concentrations in Finance and Economics from Fordham Gabelli School of Business and is currently pursuing a Bachelor of Science in Accounting at the University of Wisconsin-Milwaukee.

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