Max Gruber Email & Phone Number

Provo, Utah, United States

Greater Salt Lake City Area

• Managed 15 associates/analysts to ensure daily trades settled via wire payments, risk mitigated and client expectations met. Developed team members through feedback and coaching. Created a relationship-based culture.
• Successfully executed settlement of 20 Investment Banking deals totaling $17B+.
• Improved processing time by 90% through workflow change and system enhancements.
• Reduced credit cost by $2M+ through strategic timing of payment flow.
• Enhanced fraud prevention protocol for global FX settlement team consisting of client education and added internal controls.
• Coached and mentored 20 colleagues who were later promoted to next corporate level

Greater Salt Lake City Area

• Managed team of 15 associates and analysts whose focus was the timely and flawless execution of outgoing wire payments, security movements, incoming cash reconciliation and payment instruction authentication private.
• Reduced manual entry and review 60% by developing and marketing scalable asset transfer workflows.
• Prevented fraudulent activity by implementing systematic controls and educating clients on best practices.

Greater Salt Lake City Area

• Managed team of 6 associates and analysts responsible for global billing function of client accounts. Calculated, collected and booked quarterly management and annual custody fees.
• Spearheaded 6-month project to develop/launch new billing system alongside in-house technology team.
• Reduced time to process fees by 80%.

Greater Salt Lake City Area

• Client facing team who worked with global sales teams to offer and support a new suite of banking products.
• Recruited to be member of inaugural Private Banking team.
• Specialized in balance sheet, cash sweep vehicles, FDIC and security-backed loans.

Greater Los Angeles Area

• Analyst on sales team that managed over $5B in assets for private families, corporations, pension plans, endowments and non-profit organizations.
• Created original, detailed models to report client investment activity, asset allocation, performance and risk.
• Drafted unique business development presentations and marketing documents for senior management.
• Helped win more than $800M in new assets.