← Meet the Team
Katy Losiniecki
Katy Losiniecki is the Marketing Systems Administrator at Annex Wealth Management.
As the Marketing Systems Administrator, Katy is responsible for managing and maintaining data and integrations across multiple platforms used by the Marketing Team. Her collaboration with cross-functional teams and optimization of designated tools reinforces alignment with the firm’s strategy and goals.
Katy received a Bachelor of Business Administration in Marketing from the University of Wisconsin – Whitewater. Since then, she has held many different positions within marketing in a wide variety of industries including manufacturing, advertising, and relocation.
Katy lives in Waukesha with her husband. They enjoy boating, traveling, and spending time with family and friends.
Unleash the Power of What's Next
After decades of planning and preparation, Annex Wealth Management has established a way of doing business that promises the same warm, personal, one-on-one interaction to all clients. Using leading-edge technology, analytics and review, our staff of skilled professionals constantly seeks to confidently deliver an elite, full-service wealth management experience.
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