David Fono

David Fono is a Project & Data Analytics Specialist at Annex Wealth Management.

As Project & Data Analytics Specialist, Dave curates and interprets Annex Wealth Management business and client data in order to improve key workflows and spot opportunities to try innovative new methodologies and improve analytical procedures.

David has over 27 years of experience in the financial services industry. Previously, David was a Regulatory Review Manager with U. S. Bancorp Fund Services and prior to U. S. Bancorp Fund Services, he was a Trust Officer and Fee Team Manager at BMO Harris/M&I Wealth Management.

David received his undergraduate degree in Business Administration from the University of Wisconsin, Milwaukee, and his MBA in Business Management from Cardinal Stritch University. He holds a Uniform Investment Advisor Law (Series 65) license with Annex Wealth Management.

David lives in Bay View with his wife, Linda and their two dogs.