Financial Advisor
Current-Assists in managing client portfolios-Provides investment insights-Tax reduction strategies-Holistic financial and retirement planing
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Max Hoffman is listed as Financial Advisor at Equitable Advisors at Equitable Advisors, a company with 3118 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.
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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.
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Columbia, Maryland, United States
-Assists in managing client portfolios-Provides investment insights-Tax reduction strategies-Holistic financial and retirement planing
Timonium, Maryland, United States
-Provide general administrative support to managers and owners-Write and edit documents and prepare communication and email correspondence-Organize and file incoming invoices
Staunton, Virginia, United States
Assisted customers with opening closing accounts, processing Loan payments, and handling transactions.
Germantown, Maryland, United States
-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
Gaithersburg, Maryland, United States
Handled and sorted outbound packages at the Gaithersburg warehouse.
Gaithersburg, Maryland, United States
Managed and Operated pools in the Gaithersburg, Maryland area.
Other employees you can reach at equitable.com. View company contacts for 3118 employees →
Kristiani M. Humphries, Csm
Colleague at Equitable Advisors
Los Angeles County, California, United States, United States
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JM
Justin Maritato
Colleague at Equitable Advisors
United States, United States
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Alexandra Estrada Preciado
Colleague at Equitable Advisors
United States, United States
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JL
Jeremy Lea
Colleague at Equitable Advisors
San Francisco Bay Area, United States
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JP
Joseph Pires
Colleague at Equitable Advisors
Middletown, New York, United States, United States
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JR
Joe Rubano
Colleague at Equitable Advisors
Greater Boston, United States
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SM
Sam Millmier
Colleague at Equitable Advisors
Kalamazoo, Michigan, United States, United States
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HG
Hailey Goodhue
Colleague at Equitable Advisors
Hawaii, United States, United States
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TM
Tim Mackie, Chfc, Clu
Colleague at Equitable Advisors
New Orleans, Louisiana, United States, United States
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KH
Kristopher Ho
Colleague at Equitable Advisors
San Francisco Bay Area, United States
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Activities and Societies: Kappa Delta Rho
Activities and Societies: Football team, Honors Symphonic Band, Swim Team
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Max Hoffman works for Equitable Advisors.
Max Hoffman is listed as Financial Advisor at Equitable Advisors at Equitable Advisors.
Max Hoffman is based in Damascus, Maryland, United States while working with Equitable Advisors.
Max Hoffman has worked for Equitable Advisors, Porter Buckley Construction Group, Frontier Community Bank, Montgomery County Parks Foundation Inc, and Ups.
Max Hoffman's colleagues at Equitable Advisors include Kristiani M. Humphries, Csm, Justin Maritato, Alexandra Estrada Preciado, Jeremy Lea, and Joseph Pires.
You can use AeroLeads to view verified contact signals for Max Hoffman at Equitable Advisors, including work email, phone, and LinkedIn data when available.
Max Hoffman holds Bachelor Of Business Administration - Bba, Finance, General from James Madison University.
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