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Max Beckman Email & Phone Number
Incoming Wealth Service Associate
at
Principal Asset Management
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✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Incoming Wealth Service Associate
Location
Iowa City, Iowa, United States
Who is Max Beckman? Overview
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Quick answer
Max Beckman is listed as Incoming Wealth Service Associate at Principal Asset Management, based in Iowa City, Iowa, United States. AeroLeads shows a matched LinkedIn profile for Max Beckman.
Max Beckman previously worked as Equity Research Analyst at The Krause Fund and Collegiate Ambassador at Monster Energy. Max Beckman holds Bachelor Of Business Administration - Bba, Finance from The University Of Iowa Tippie College Of Business.
Company email context
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Principal Asset Management
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Profile bio
About Max Beckman
I thrive on tackling challenges head-on and working collaboratively within teams. I find great fulfillment in pushing myself beyond my comfort zone. I'm always eager to embrace new opportunities that allow me to learn, adapt, and contribute in meaningful ways.
Current workplace
Max Beckman's current company
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7 roles
Max Beckman work experience
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Equity Research Analyst
Collegiate Ambassador
Current
Sep 2024 - Present
Finance Clerk
CurrentCompiled detailed financial information into quarterly and annual reports for endowment funds valued at over $1.52B, and monitored portfolio and market trendsConsulted with investment and development teams regarding unique and potential gift operations including securities, real estate, and life insuranceFacilitated daily revenue functions, handling the.
May 2024 - Present
Lead Trademark Licensing Intern
CurrentReviewed and critiqued 5,000+ submitted licensee artwork to ensure adherence to the University of Iowa's intellectual property brand standardsAssessed and documented invoices, $8.2M in royalty reports, and administrative fees for a diverse pool of over 500 global businesses, leveraging Excel PivotTables and VLOOKUPImplemented process improvements to.
Aug 2022 - Present
Manager
University Of Iowa Baseball
Partnered with 15+ staff to analyze player data, evaluate team performance, and identify areas for enhancements, integrating methodologies for a competitive edgeLeveraged advanced technologies and camera systems to capture high-quality footage, implementing statistical and data analysis methods to contribute to performance improvement
Aug 2023 - Jan 2024
Nascar Practicum
Collaborated directly with NASCAR executives in the development of strategic promotional campaigns aimed at increasing attendance and TV viewership of the NASCAR Chicago Street Race within the Gen Z demographicHeaded meetings with executives from the Big Ten Conference and Children's Miracle Network to craft brand recommendations designed to garner buy-in.
Jun 2023 - Jul 2023
2 education records
Max Beckman education
Bachelor Of Business Administration - Bba, Finance
High School Diploma
Iowa City Liberty High School
FAQ
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What company does Max Beckman work for?
Max Beckman works for Principal Asset Management.
What is Max Beckman's role at Principal Asset Management?
Max Beckman is listed as Incoming Wealth Service Associate at Principal Asset Management.
Where is Max Beckman based?
Max Beckman is based in Iowa City, Iowa, United States while working with Principal Asset Management.
What companies has Max Beckman worked for?
Max Beckman has worked for Principal Asset Management, The Krause Fund, Monster Energy, University Of Iowa Center For Advancement, and University Of Iowa.
How can I contact Max Beckman?
You can use AeroLeads to view verified contact signals for Max Beckman at Principal Asset Management, including work email, phone, and LinkedIn data when available.
What schools did Max Beckman attend?
Max Beckman holds Bachelor Of Business Administration - Bba, Finance from The University Of Iowa Tippie College Of Business.
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