Annex Wealth Management has appointed Melissa Case, a former controller at R.A. Smith National, as its new CFO.
In her new role, Case will be responsible for overseeing all areas of the firm’s financial operations and accounting.
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Prior to joining Annex Wealth Management, Case most recemtly served as controller for R.A. Smith National in Brookfield. She joined R.A. Smith National in 2000.
David Spano, president and CEO of Annex Wealth Management, said: "Case joins our team with over 12 years of experience in finance and accounting. She brings to Annex Wealth Management well-rounded expertise in budgeting, forecasting, financial reporting, and mergers and acquisitions.
"Case’s proven leadership abilities will be a tremendous asset to our continued growth and success. We are pleased to welcome her to our team," Spano added.
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