Max Studley Email and Phone Number
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Experienced Insurance Advisor with a demonstrated history of working in the financial services industry. Skilled in Customer Service, Insurance, Account Management, Sales, and Time Management. Strong sales professional with a Bachelor's degree focused in Major: Sport Management, Business Administration Minor from Towson University.|COMPLIANCE:2018-16936|
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Capital Development And Investor RelationsMillenniumNew York, Ny, Us -
DirectorUbs Feb 2022 - PresentWeehawken, New Jersey, United StatesInsured Solutions Group - Manage 10 General Agents and over 120 insurance sales specialists cover all lines of insurance including but not limited to Life, Disability, Long Term Care, Property & Casualty, COLI, Medicare Supplement, etc. - Oversee production for all Point of Sale and maintain branch coverage map - Regularly host branch, market and division town halls to promote insurance and the importance of Financial Advisors incorporating insurance within their practice - Generate and distribute insurance metric reports to the field detailing revenue by branch and where there are gaps in point of sale coverage - Assisted with the rollout of General Agencies and Private Placement Life Insurance - Expanded the UBS International Insurance Platform by offering complex insurance strategies - Promote a holistic insurance platform to our Financial Advisors and Field Leadership - Represent UBS at industry events and network with institutional competitors - Responsible for the UBS ticketing system to ensure seamless insurance transactions -
Associate DirectorUbs Feb 2019 - Feb 2022Weehawken, New Jersey -
Financial RepresentativeNational Financial Network Jun 2015 - Feb 2019After graduating from Towson University with a degree in Sport Management and Business Administration which included studies in macro economic planning, Max interned at various private equity firms. Incorporating the financial and organizational skills he acquired, Max joined National Financial Network in 2015 and now holds licenses in Life, Accident, and Health in 23 states.Max shares his knowledge and insight of the various insurance products available to provide financial stability and protection to several marketplaces. His focus is helping those within the dental profession, business owners, professionals, individuals, and most significantly families. Max has positioned himself as an integral part of an expanding organization.By coordinating, integrating, implementing, new technological programs with his team, Max hopes to provide existing and prospective clients with an efficient means of obtaining information of the vast array of insurance products that currently exist.Financial Representative, The Guardian Life Insurance Company of America (Guardian). New York, NY. National Financial Network, LLC is not an affiliate or subsidiary of Guardian. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof.
Max Studley Skills
Max Studley Education Details
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Major: Sport Management, Business Administration Minor
Frequently Asked Questions about Max Studley
What company does Max Studley work for?
Max Studley works for Millennium
What is Max Studley's role at the current company?
Max Studley's current role is Capital Development and Investor Relations.
What is Max Studley's email address?
Max Studley's email address is ms****@****ail.com
What is Max Studley's direct phone number?
Max Studley's direct phone number is +151668*****
What schools did Max Studley attend?
Max Studley attended Towson University.
What skills is Max Studley known for?
Max Studley has skills like Customer Service, Insurance, Sales, Sales Management, Account Management, Time Management, Disability Insurance, Life Insurance, Health Insurance, Structured Settlements.
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