Max Will Email & Phone Number

Denver, CO, US

Denver County, Colorado, United States

Institutional client relationship manager, US Mid-West. Responsible for sourcing, developing and managing client relationships in the region, including public and private pension plans, insurance companies, endowments, foundations, and ultra-high net worth family offices.

Denver, Colorado, United States

Institutional client relationship professional, US Mid-West. Responsible for sourcing, developing and managing client relationships in the region, including public and private pension plans, insurance companies, endowments, foundations, and ultra-high net worth family offices.

Denver, Colorado, United States

Investment associate within the private equity partnerships team at Partners Group. Focused on middle-market private equity primaries, secondaries (traditional LP and single-asset continuation funds), and minority & joint co-investments

Denver, Colorado

Greater Denver Area

Analyst for an actively managed Large Cap Core Equity Portfolio. Responsibilities include: Buy-side equity research, financial modeling, investment thesis development, and ongoing coverage of existing and prospective holdings with a focus on the consumer, energy and communications sectors.

Greater Denver Area

Development program within the banking industry focused on the investments side, rotations included Investment Research, Relationship Management Associate, and Equity Research Analyst.

College Of Business - Colorado State University

• Created and implemented aggregate portfolio international investment theses through economic research
• Performed DCF Valuation for prospective securities to better align portfolio with investment thesis
• Responsible for extensive market and sector research focused on the Healthcare Sector and current holdings
• Spearheaded initiative to implement sustainability requirements into the Summit Fund’s Investment Policy Statement
• Compiled research on the Summit Fund’s Sustainability Initiatives as they relate to Colorado State University’s goals
• Presented research to the CSU Endowment Board of Directors and Governors

-Worked with a team of interns that generated well over $5 million in sales-Made 100+ daily follow-up calls to Financial Advisors, creating interest for follow-up meetings-Participated in meetings and conference calls with (9) investment franchise Portfolio Managers-Supported sales desk initiatives, campaigns and database efforts-Provided database.

Working under the mentorship of industry leading talent, I became familiar with both the equity and bond markets, listened to and evaluated company earnings calls, updated quarterly and annual financial data through Microsoft Excel, became Bloomberg software platform certified, and performed ongoing research on a specific company which culminated in a.

General golf course maintenance which included greens-mowing, tee-box mowing, horticulture and landscaping, spot watering, and various other responsibilities.

Education record

Finance And Financial Management Services, Chinese

Activities and Societies: National Society of Collegiate Scholars, Sigma Alpha Lambda

Education record

Activities and Societies: National Chinese Honor Society, AP Scholar with Honors, Varsity Cross Country, Varsity Track