Director of Client Engagement
Jackie Sklenar is Director of Client Engagement at Annex Wealth Management.
As Director of Client Engagement, Jackie is responsible for developing and strengthening client relationships in partnership with Wealth Managers to ensure that prospects and clients are engaged with us and Know The Difference. She will train and mentor Wealth Managers and maintain our strong growth and stability with clients as well as enhance the client experience through empowerment and education.
Jackie also meets with prospective clients, working to secure the client relationship and then oversee those relationships for the long-term. Wealth Managers conduct initial portfolio reviews with clients to determine or validate current investment objectives; prepare recommendations of appropriate investment models and allocations developed by Annex Wealth Management’s Financial Planning team; and engage in business development to deliver results.
Jackie has over 30 years of financial services experience working directly with clients and advisors. Prior to joining Annex, Jackie held management roles at several financial institutions, including Northwestern Mutual and Baird.
Jackie earned her Bachelor of Business Administration in Finance from the University of Wisconsin – Whitewater. She holds the State of Wisconsin Life and Health Insurance Licenses and has passed the following exams: General Securities Representative (Series 7), Uniform Securities Agent State Law (Series 63), Uniform Combined State Law (Series 66), General Securities Sales Supervisor (Series 8), General Securities Principals (Series 24), Uniform Investment Advisor Law (Series 65), and the Chartered Mutual Fund Counselor Exam.
Jackie lives in Pewaukee with her husband Jeff and their three children. She enjoys spending her free time with family, traveling, and enjoying the great outdoors.