AeroLeads people directory · profile
Max Hoffman Email & Phone Number
Client Support Specialist I
at
Fidelity Investments
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
Client Support Specialist I
Location
Damascus, Maryland, United States
Company size
Who is Max Hoffman? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Max Hoffman is listed as Client Support Specialist I at Fidelity Investments, a with 83148 employees, based in Damascus, Maryland, United States. AeroLeads shows a matched LinkedIn profile for Max Hoffman.
Max Hoffman previously worked as Financial Advisor at Equitable Advisors and Office Assistant at Porter Buckley Construction Group. Max Hoffman holds Bachelor Of Business Administration - Bba, Finance, General from James Madison University.
Company email context
Email format at Fidelity Investments
This section adds company-level context without repeating Max Hoffman's masked contact details.
Fidelity Investments
Review company-level records connected to Max Hoffman before choosing the right outreach path.
Profile bio
About Max Hoffman
Greetings! I'm Max Hoffman, a recent graduate from James Madison University with a Bachelor's degree in Finance. Throughout my academic journey, I've gained a solid understanding of financial principles, and my internship experience at Frontier Community Bank further solidified my passion for the field.During my internship, I had the opportunity to immerse myself in various aspects of the finance industry, gaining practical experience and honing my skills. This hands-on experience taught me the importance of attention to detail, effective communication, and problem-solving – all crucial qualities for success in finance.Now equipped with both academic knowledge and practical experience, I'm eager to contribute to the finance industry and make a positive impact. Whether it's analyzing financial data, developing investment strategies, or providing personalized financial advice, I'm committed to delivering results and driving success.If you're seeking a dedicated and motivated finance professional, I would welcome the opportunity to connect and discuss how my skills and experiences align with your needs. Let's explore how we can work together to achieve our goals in the world of finance.
Current workplace
Max Hoffman's current company
Company context helps verify the profile and gives searchers a useful next step.
Fidelity Investments
7 roles
Max Hoffman work experience
A career timeline built from the work history available for this profile.
Financial Advisor
-Assists in managing client portfolios-Provides investment insights-Tax reduction strategies-Holistic financial and retirement planing
Office Assistant
-Provide general administrative support to managers and owners-Write and edit documents and prepare communication and email correspondence-Organize and file incoming invoices
Jan 2024 - Oct 2024
Banking Intern
Assisted customers with opening closing accounts, processing Loan payments, and handling transactions.
May 2023 - Jan 2024
Camp Director
-Responsible for supervising Day camp activities ages 6-14 and overall daily operations of the camp-Trained and supervised junior camp staff-Enforced program rules and youth camp standards
Jun 2022 - Aug 2022
Aug 2020 - Jan 2021
Jun 2018 - Aug 2019
Team & coworkers
Colleagues at Fidelity Investments
Other employees you can reach at fidelity.com. View company contacts for 83148 employees →
RT
Robert Terrasi
Colleague at Fidelity InvestmentsRaynham, Massachusetts, United States
View →
CR
Chandan R
Colleague at Fidelity InvestmentsBengaluru, Karnataka, India
View →
KG
Karen Garrett
Colleague at Fidelity InvestmentsDerry, New Hampshire, United States
View →
OF
Owen Findley
Colleague at Fidelity InvestmentsCary, North Carolina, United States
View →
MR
Mckay Robbins
Colleague at Fidelity InvestmentsReno, Nevada, United States
View →
DS
Daria Shkut, Cfa
Colleague at Fidelity InvestmentsUnited States
View →
JS
Jonah Sonntag
Colleague at Fidelity InvestmentsDayton, Ohio, United States
View →
TS
Tim Sheridan
Colleague at Fidelity InvestmentsUnited States
View →
MK
Mukund Kumar
Colleague at Fidelity InvestmentsCary, North Carolina, United States
View →
SA
Sowmya Arumalla
Colleague at Fidelity InvestmentsDurham, North Carolina, United States
View →
Robert Terrasi
Colleague at Fidelity InvestmentsRaynham, Massachusetts, United States
View →
CR
Chandan R
Colleague at Fidelity InvestmentsBengaluru, Karnataka, India
View →
KG
Karen Garrett
Colleague at Fidelity InvestmentsDerry, New Hampshire, United States
View →
OF
Owen Findley
Colleague at Fidelity InvestmentsCary, North Carolina, United States
View →
MR
Mckay Robbins
Colleague at Fidelity InvestmentsReno, Nevada, United States
View →
DS
Daria Shkut, Cfa
Colleague at Fidelity InvestmentsUnited States
View →
JS
Jonah Sonntag
Colleague at Fidelity InvestmentsDayton, Ohio, United States
View →
TS
Tim Sheridan
Colleague at Fidelity InvestmentsUnited States
View →
MK
Mukund Kumar
Colleague at Fidelity InvestmentsCary, North Carolina, United States
View →
SA
Sowmya Arumalla
Colleague at Fidelity InvestmentsDurham, North Carolina, United States
View →
2 education records
Max Hoffman education
Bachelor Of Business Administration - Bba, Finance, General
High School Diploma, 3.9
Damascus High School
FAQ
Frequently asked questions about Max Hoffman
Quick answers generated from the profile data available on this page.
What company does Max Hoffman work for?
Max Hoffman works for Fidelity Investments.
What is Max Hoffman's role at Fidelity Investments?
Max Hoffman is listed as Client Support Specialist I at Fidelity Investments.
Where is Max Hoffman based?
Max Hoffman is based in Damascus, Maryland, United States while working with Fidelity Investments.
What companies has Max Hoffman worked for?
Max Hoffman has worked for Fidelity Investments, Equitable Advisors, Porter Buckley Construction Group, Frontier Community Bank, and Montgomery County Parks Foundation Inc.
Who are Max Hoffman's colleagues at Fidelity Investments?
Max Hoffman's colleagues at Fidelity Investments include Robert Terrasi, Chandan R, Karen Garrett, Owen Findley, and Mckay Robbins.
How can I contact Max Hoffman?
You can use AeroLeads to view verified contact signals for Max Hoffman at Fidelity Investments, including work email, phone, and LinkedIn data when available.
What schools did Max Hoffman attend?
Max Hoffman holds Bachelor Of Business Administration - Bba, Finance, General from James Madison University.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Max Hoffman you were looking for.
Max Hoffman
1 email domain
Max Hoffman
2 email domains
Max Hoffman
2 email domains
Max Hoffman
4 email domains