Max Kelly

Max Kelly Email and Phone Number

Assistant Vice President at Fiduciary Trust Company International @ Fiduciary Trust International
new york, new york, united states
Max Kelly's Location
Oceanport, New Jersey, United States, United States
About Max Kelly

Max Kelly is a Assistant Vice President at Fiduciary Trust Company International at Fiduciary Trust International.

Max Kelly's Current Company Details
Fiduciary Trust International

Fiduciary Trust International

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Assistant Vice President at Fiduciary Trust Company International
new york, new york, united states
Website:
fiduciarytrust.com
Employees:
328
Max Kelly Work Experience Details
  • Fiduciary Trust International
    Assistant Vice President, Senior Investment Associate
    Fiduciary Trust International Nov 2023 - Present
    New York, New York, United States
    View
  • Fiduciary Trust Company International
    Assistant Vice President, Investment Associate
    Fiduciary Trust Company International Oct 2021 - Nov 2023
    Greater New York City Area
    View
  • Fiduciary Trust International
    Investment Associate
    Fiduciary Trust International Jun 2018 - Oct 2021
    View
  • K2 Advisors
    Product Content Specialist
    K2 Advisors Dec 2016 - Jun 2018
    Stamford, Ct
    View
  • Franklin Templeton Investments
    Futures Associate
    Franklin Templeton Investments Jul 2014 - Dec 2016
    Greater New York City Area
    Member of highly-selective, multi-year rotational training program designed to gain experience in business-critical areas of company operations. Rotations included the following:• Global non-US Equity Research• High Net Worth Investment Management• Manager Research and Due Diligence• Asset Allocation • Business Analyst• Relationship Management
    View
  • Fiduciary Trust Company International
    Tax Intern
    Fiduciary Trust Company International Feb 2014 - Apr 2014
    Greater New York City Area
    • Assisted with the input and analysis of client financials for the purpose of tax preparation of high net worth individuals.
    View
  • Fiduciary Trust Company International
    Investor Services Intern
    Fiduciary Trust Company International Jun 2013 - Aug 2013
    New York, Ny
    • Collaborated with investor services’ relationship managers to analyze their books of business and client fee structure.• Assisted investor services Vice President with projects related to on boarding a relationship containing over 150 accounts.• Collaborated with intern class to create and present a project to all senior management.
    View

Max Kelly Education Details

Frequently Asked Questions about Max Kelly

What company does Max Kelly work for?

Max Kelly works for Fiduciary Trust International

What is Max Kelly's role at the current company?

Max Kelly's current role is Assistant Vice President at Fiduciary Trust Company International.

What schools did Max Kelly attend?

Max Kelly attended Coastal Carolina University, Christian Brothers Academy.

Who are Max Kelly's colleagues?

Max Kelly's colleagues are Larry Ostrager, Cpa, Michael Cabanas, Patricia Cardini, Sirrita Clayton, Donald Servan, Cfa, Tony Castro, Maggie Leahy.

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