Terry Conner

Terry Conner is a seasoned professional in client operations and financial services with extensive experience across multiple organizations. Currently serving as a Client Operations Specialist at Annex Wealth Management since November 2021, responsibilities include managing client account paperwork, onboarding new clients, and resolving inquiries. Previous roles encompass positions at First Midwest Bank as a Consumer Banking Rep, BMO Harris Bank as a Real Estate Evaluator, and WHR Group Employee Relocation as both a Referral Coordinator and Relocation Associate. Additional experience includes sales and marketing support at MGIC, account management at BNC Mortgage, and various roles in lending and customer service at Paragon Home Lending and Bank One. Terry Conner holds a Bachelor's degree in Business Management with a focus on Professional Communications from Alverno College.