Episodios

  • EP 8 | From Intern To CEO
    Aug 23 2024

    CEO Dave Spano shares the story of Annex, his vision for the company's future, and answers the interns' questions about success.

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    30 m
  • EP 7 | Wealth Management 101
    Aug 16 2024

    Mike Kirk, Wealth Manager and Associate Director of Growth, shares his methods of how to effectively maintain relationships with clients and learns a little more about where the interns see themselves following their time at Annex.

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    24 m
  • EP 6 | Life Lessons
    Aug 9 2024

    The interns chat with Director of Marketing, Greg Batiansila, and discuss important life advice to be remembered as they pursue their future careers.

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    20 m
  • EP 5 | Real Talk: Where We Are And How We Got Here
    Aug 2 2024

    The Annex interns give an update on how they have adjusted during their two months on the team. Hear how each of them ended up at Annex and their advice on the most important things to remember when applying for internships.

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    19 m
  • EP 4 | Perfecting Professionalism
    Jul 26 2024

    Hear from Annex's Director of Human Resources and what she looks for when going about the hiring process.

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    13 m
  • EP 3 | Shifting Gears: Insights For College And Career
    Jul 19 2024

    Financial Planning Manager, Eric Strom, discusses his shift in career paths and shares the best financial practices college students should consider.

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    20 m
  • EP 2 | Conversation With A Former Intern
    Jul 12 2024

    Hear from one of Annex's Financial Planning Specialists and her journey from being an intern to becoming a full time employee.

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    19 m
  • EP 1 | First Impressions
    Jul 12 2024

    Meet Annex Wealth Management's summer interns and hear about their first impressions and experiences learning the ropes of working in a corporate environment.

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    21 m
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