Principal
Current
Nov 2023 - Present
AeroLeads people directory · profile
Max Greer Email & Phone Number
Capital Provider | Mezzanine Lending | Connector | M&A Financing | Cash Flow Management
at
Salem Investment Partners
1 work email found
@pnfp.com
1 phone found area 202
LinkedIn matched
4 data sources
Profile completeness 100%
Current company
Role
Capital Provider | Mezzanine Lending | Connector | M&A Financing | Cash Flow Management
Location
Greensboro--Winston-Salem--High Point Area, United States, United States
Company size
Who is Max Greer? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Max Greer is listed as Capital Provider | Mezzanine Lending | Connector | M&A Financing | Cash Flow Management at Salem Investment Partners, a company with 9 employees, based in Greensboro--Winston-Salem--High Point Area, United States, United States. AeroLeads shows a work email signal at pnfp.com, phone signal with area code 202, and a matched LinkedIn profile for Max Greer.
Max Greer previously worked as Principal at Salem Investment Partners and Area Manager - Middle Market Banking at Pinnacle Financial Partners. Max Greer holds Bachelor Of Science (Bs), Business Administration And Management, General from University Of North Carolina At Charlotte.
Company email context
Email format at Salem Investment Partners
This section adds company-level context without repeating Max Greer's masked contact details.
{first}.{last}@pnfp.com
86% confidence
AeroLeads found 1 current-domain work email signal for Max Greer. Compare company email patterns before reaching out.
Profile bio
About Max Greer
Max Greer is a Capital Provider | Mezzanine Lending | Connector | M&A Financing | Cash Flow Management at Salem Investment Partners. He possess expertise in credit analysis, finance, portfolio management, credit, banking and 12 more skills.
Listed skills include Credit Analysis, Finance, Portfolio Management, Credit, and 13 others.
Current workplace
Max Greer's current company
Company context helps verify the profile and gives searchers a useful next step.
Salem Investment Partners
6 roles
Max Greer work experience
A career timeline built from the work history available for this profile.
Area Manager - Middle Market Banking
As a middle market banking relationship manager, I develop advisory relationships with Senior Executives (Owners, CEOs, CFOs, COOs, Treasurers, etc) for operating companies, private equity, and family offices across the Middle Market segment. As a financial partner, I provide consultative advice on capital strategies, cash flow optimization, cash.
Apr 2021 - Nov 2023
Group Portfolio Manager
- Managed team of portfolio managers, associates, and analyst responsible for underwriting, structuring, and closing of direct and syndicated loans for large corporate clients in both the Southeast and also specialized.
Dec 2019 - Nov 2020
Senior Vice President, Portfolio Manager Team Leader
- Manage team of underwriters overseeing generalist C&I portfolio across the Southeast US, as well as the Logistics & Transportation portfolio on a national basis
- Provide leadership and representation on various internal projects on behalf of the Corporate Banking Division
Aug 2011 - Dec 2019
Business Services Officer
- Managed portfolio of middle market business clients with sales ranging from $5 million to $100 million.
- Expanded existing and prospective commercial relationships through profiling for financial needs in both credit and non-credit areas to include; cash management, insurance, institutional trust, and capital markets.
- Served as mentor to junior bankers to assist in development and pursuit of long term career goals.
Jan 2004 - Aug 2011
Management Development Program
Jul 2003 - Dec 2003
Team & coworkers
Colleagues at Salem Investment Partners
Other employees you can reach at salemip.com. View company contacts for 9 employees →
PK
Patrick Kenna
Colleague at Salem Investment Partners
Charlotte, North Carolina, United States, United States
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BR
Brandon Reiber
Colleague at Salem Investment Partners
Greensboro--Winston-Salem--High Point Area, United States
View →
PM
Phillip Martin
Colleague at Salem Investment Partners
Greensboro, North Carolina, United States, United States
View →
RB
Robert Broadway
Colleague at Salem Investment Partners
Greensboro--Winston-Salem--High Point Area, United States
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KJ
Kevin Jessup
Colleague at Salem Investment Partners
Greensboro, North Carolina, United States, United States
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JB
Jeremiah Banda
Colleague at Salem Investment Partners
Lusaka, Lusaka Province, Zambia, Zambia
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MJ
Meredith Jolly Sain
Colleague at Salem Investment Partners
Charlotte, North Carolina, United States, United States
View →
Patrick Kenna
Colleague at Salem Investment Partners
Charlotte, North Carolina, United States, United States
View →
BR
Brandon Reiber
Colleague at Salem Investment Partners
Greensboro--Winston-Salem--High Point Area, United States
View →
PM
Phillip Martin
Colleague at Salem Investment Partners
Greensboro, North Carolina, United States, United States
View →
RB
Robert Broadway
Colleague at Salem Investment Partners
Greensboro--Winston-Salem--High Point Area, United States
View →
KJ
Kevin Jessup
Colleague at Salem Investment Partners
Greensboro, North Carolina, United States, United States
View →
JB
Jeremiah Banda
Colleague at Salem Investment Partners
Lusaka, Lusaka Province, Zambia, Zambia
View →
MJ
Meredith Jolly Sain
Colleague at Salem Investment Partners
Charlotte, North Carolina, United States, United States
View →
2 education records
Max Greer education
Bachelor Of Science (Bs), Business Administration And Management, General
University Of North Carolina At Charlotte
Education record
Graduate School Of Banking At Lsu
FAQ
Frequently asked questions about Max Greer
Quick answers generated from the profile data available on this page.
What company does Max Greer work for?
Max Greer works for Salem Investment Partners.
What is Max Greer's role at Salem Investment Partners?
Max Greer is listed as Capital Provider | Mezzanine Lending | Connector | M&A Financing | Cash Flow Management at Salem Investment Partners.
What is Max Greer's email address?
AeroLeads has found 1 work email signal at @pnfp.com for Max Greer at Salem Investment Partners.
What is Max Greer's phone number?
AeroLeads has found 1 phone signal(s) with area code 202 for Max Greer at Salem Investment Partners.
Where is Max Greer based?
Max Greer is based in Greensboro--Winston-Salem--High Point Area, United States, United States while working with Salem Investment Partners.
What companies has Max Greer worked for?
Max Greer has worked for Salem Investment Partners, Pinnacle Financial Partners, Truist Securities, Bb&T Capital Markets, and Bb&T.
Who are Max Greer's colleagues at Salem Investment Partners?
Max Greer's colleagues at Salem Investment Partners include Patrick Kenna, Brandon Reiber, Phillip Martin, Robert Broadway, and Kevin Jessup.
How can I contact Max Greer?
You can use AeroLeads to view verified contact signals for Max Greer at Salem Investment Partners, including work email, phone, and LinkedIn data when available.
What schools did Max Greer attend?
Max Greer holds Bachelor Of Science (Bs), Business Administration And Management, General from University Of North Carolina At Charlotte.
What skills is Max Greer known for?
Max Greer is listed with skills including Credit Analysis, Finance, Portfolio Management, Credit, Banking, Commercial Lending, Financial Analysis, and Capital Markets.
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