Angela Wingo

Angela Wingo is a Lead Client Operations Specialist at Annex Wealth Management.

As Lead Client Operations Specialist, Angela manages and supervises processes and procedures for our Operations Team. She serves as a key resource for operational requests across Annex Wealth Management while providing leadership and guidance to team members. This includes facilitating money movement requests, creating and opening new accounts, new client onboarding, and supplemental paperwork to update current client accounts.

Before joining Annex, Angela worked as an operations specialist at UMB Fund Services and, before that as a registered client service associate for another financial firm.

Angela graduated from DeVry Keller Graduate School of Management with a Master of Business Administration degree.

Angela lives in Milwaukee with her husband, Frederick. In her spare time, she enjoys traveling and spending time with friends and family.