Max Hancock Email and Phone Number
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Max Hancock personal email
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I am extremely passionate about helping others work towards their financial goals while providing honest and trustworthy advice. My passion derives from having the ability to help my clients make decisions that will not only have a positive impact for them and their family, but also for the legacy they will leave behind. Honest, appropriate, and knowledgeable advice is needed in this industry and that is what I strive to provide for each of my clients.
Vanguard
View- Website:
- vanguard.com
- Company email:
- privacy@vanguard.com
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Ultra High Net Worth ConsultantVanguard Jan 2023 - PresentValley Forge, Pa, UsAssist ultra high net worth clients ($5 million+) with investment management strategies. Main focuses include estate planning, charitable giving, gifting, educating beneficiaries, and providing a high level of service to clients with complex financial needs.
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High Net Worth Client ConsultantVanguard Dec 2020 - Dec 2022Valley Forge, Pa, Us
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Financial AdvisorEdward Jones Mar 2018 - Dec 2020St. Louis, Mo, UsEdward Jones is a financial services company that focuses on you, the individual investor. We have offices nestled in the community with one financial advisor there dedicated to servicing that particular community. This branch-office model allows us to discuss individual investments on a one to one, relationship oriented basis and partners me with my clients for the long term to help them stay on track with their goals. With over 13,000 offices in all 50 states, we are here to find out what is important to you, and help you achieve it using our established investment process. -
Financial Advisor TraineeEdward Jones Nov 2017 - Feb 2018St. Louis, Mo, UsStudy and pass licensing exams (Series 7, Series 66, Life and Health Insurance Producer). Shadow successful veteran advisors, go through online training with role play scenarios, and various other training methods to help prepare me to build my own practice.
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National Sales: Franchise Account DirectorYelp Oct 2015 - Oct 2017Promoted to our national franchise team in October 2015. Responsibilities:- Work with C-level executives and franchisees from corporations such as UPS, State Farm, RE/MAX, Amerisource Bergen, Regis, Farmers Insurance, SERVPRO etc-Work directly with Yelp National Sales Executives and digital marketing representatives to strategically sell customized Yelp advertising programs to their franchisees and develop their brand across the site.-Host informational webinars, and travel to specific client conventions to present and educate franchise group
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Senior Account DirectorYelp Apr 2013 - Oct 2015Local Account Executives sell Yelp advertising products to businesses with 1-9 locations. Responsibilities: -Handle sales process from initial prospecting call to closing-Utilize Salesforce CRM software to vet qualified leads and manage a productive pipeline of 200-300 local businesses-Maintain a $24k monthly quota
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Leadership Development ProgramYelp Jan 2015 - Mar 20153 month intensive management training. Responsible for assisting new hires in ramping up, reading management theory books, assigned homework, and role play scenarios all while maintaining my account executive role and quota.
Max Hancock Skills
Max Hancock Education Details
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Northern Arizona UniversityFinance -
Casa Grande Union High School
Frequently Asked Questions about Max Hancock
What company does Max Hancock work for?
Max Hancock works for Vanguard
What is Max Hancock's role at the current company?
Max Hancock's current role is Investment Management | Retirement | Life Insurance | Estate Planning.
What is Max Hancock's email address?
Max Hancock's email address is mt****@****nau.edu
What is Max Hancock's direct phone number?
Max Hancock's direct phone number is +152023*****
What schools did Max Hancock attend?
Max Hancock attended Northern Arizona University, Casa Grande Union High School.
What skills is Max Hancock known for?
Max Hancock has skills like Leadership, Sales, Marketing, Life Insurance, Investments, Health Insurance, Financial Services, Financial Analysis, Capital Structure, Marketing Communications, Customer Service, Customer Satisfaction.
Who are Max Hancock's colleagues?
Max Hancock's colleagues are Jae Lee, Lydia Salmon, Cfp®, Sean Domzalski, Christine Casey, Mba, Thomas Marinucci, Lisa Santos, Quentin Barnes.
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