Max Mcgee
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Max Mcgee Email & Phone Number

Client Service Associate at Truist Investment Services, Inc., Truist Wealth at Truist Wealth
Location: Charlotte, North Carolina, United States 5 work roles 2 schools
1 work email found @truist.com 1 phone found area 704 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email m****@truist.com
Direct phone (704) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Client Service Associate at Truist Investment Services, Inc., Truist Wealth
Location
Charlotte, North Carolina, United States

Who is Max Mcgee? Overview

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Quick answer

Max Mcgee is listed as Client Service Associate at Truist Investment Services, Inc., Truist Wealth at Truist Wealth, based in Charlotte, North Carolina, United States. AeroLeads shows a work email signal at truist.com, phone signal with area code 704, and a matched LinkedIn profile for Max Mcgee.

Max Mcgee previously worked as Client Service Associate, Truist Investment Services, Inc. at Truist Wealth and Investment Brokerage Operations Representative at Bb&T. Max Mcgee holds Bachelor'S Degree, Economics, Finance, Gpa 3.3; Dean'S List Spring Of 2013, 2014, 2016 from University Of North Carolina At Wilmington.

Company email context

Email format at Truist Wealth

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{first}.{last}@truist.com
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AeroLeads found 1 current-domain work email signal for Max Mcgee. Compare company email patterns before reaching out.

Profile bio

About Max Mcgee

ECONOMICS AND FINANCE PROFESSIONAL▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬► Ambitious financial industry intern and BS, Finance and Economics offering a blend of developing real-world leadership competencies with growing financial acumen.► Areas of knowledge include linear thought processes and collaborative problem solving as well as a growing understanding of supply and demand, financial charting and modeling, and various global financial markets.► Beneficiary of Cameron Business School's Executive Network mentee program, being mentored and guided by a successful retired banking entrepreneur regarding financial industry topics such as employment, economic landscape, and developing opportunities.PROFICIENCY: SAS, MS Office, Database Management, Spreadsheets

Listed skills include Customer Service, Financial Analysis, Financial Modeling, Business Administration, and 13 others.

Current workplace

Max Mcgee's current company

Company context helps verify the profile and gives searchers a useful next step.

Truist Wealth
Truist Wealth
Client Service Associate at Truist Investment Services, Inc., Truist Wealth
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5 roles · 15 years

Max Mcgee work experience

A career timeline built from the work history available for this profile.

Client Service Associate, Truist Investment Services, Inc.

Current

Charlotte, North Carolina, United States

Due to industry regulations, I am unable to accept recommendations and endorsements. TIS will not accept purchase or sale orders via LinkedIn or its messaging system. Truist Investment Services, Inc., member FINRA/SIPC, is a wholly owned non-bank subsidiary of Truist Financial Corporation. Securities and insurance products or annuities sold, offered or.

Feb 2021 - Present

Investment Brokerage Operations Representative

Charlotte, North Carolina Area

Jul 2018 - Feb 2021

Inventory Analyst

Charlotte, North Carolina Area

-Utilize market information to determine John Deere market share across regions and counties.-Produce variety of reports including late rental payments, unsigned contracts and machines out on loan.-Organize cost-efficient transportation in delivery and return of equipment.-Communicate with other branches to help salesman meet customer needs.-Manage.

May 2017 - Feb 2018

Key Attendant

Wilmington, North Carolina Area

► Provide administrative and operational management assistance for this busy car wash, with supervisory duties including customer relationship management, equipment maintenance, and quality control.► Greet customers and oversee the entire car wash process from initial sale to resource management and handling of customer queries, complaints, and damage.

May 2014 - May 2016

Head Lifeguard

Charlotte Swim Club Management

Huntersville, NC

► Managed all lifeguard responsibilities including supervising pool activities, administering first aid, and performing water rescues. ► Train and coach new lifeguards to exemplify the attributes of alertness, diligence, and to understand and enforce facility policies and procedures.

2011 - 2013 ~2 yrs
2 education records

Max Mcgee education

Bachelor'S Degree, Economics, Finance, Gpa 3.3; Dean'S List Spring Of 2013, 2014, 2016

Kappa Sigma Fraternity (Former Historian); Travel: Germany, France, Belgium, Netherlands, Czech Republic, and Luxembourg Cameron Business.

FAQ

Frequently asked questions about Max Mcgee

Quick answers generated from the profile data available on this page.

What company does Max Mcgee work for?

Max Mcgee works for Truist Wealth.

What is Max Mcgee's role at Truist Wealth?

Max Mcgee is listed as Client Service Associate at Truist Investment Services, Inc., Truist Wealth at Truist Wealth.

What is Max Mcgee's email address?

AeroLeads has found 1 work email signal at @truist.com for Max Mcgee at Truist Wealth.

What is Max Mcgee's phone number?

AeroLeads has found 1 phone signal(s) with area code 704 for Max Mcgee at Truist Wealth.

Where is Max Mcgee based?

Max Mcgee is based in Charlotte, North Carolina, United States while working with Truist Wealth.

What companies has Max Mcgee worked for?

Max Mcgee has worked for Truist Wealth, Bb&T, James River Equipment, Splash N Dash Car Wash, and Charlotte Swim Club Management.

How can I contact Max Mcgee?

You can use AeroLeads to view verified contact signals for Max Mcgee at Truist Wealth, including work email, phone, and LinkedIn data when available.

What schools did Max Mcgee attend?

Max Mcgee holds Bachelor'S Degree, Economics, Finance, Gpa 3.3; Dean'S List Spring Of 2013, 2014, 2016 from University Of North Carolina At Wilmington.

What skills is Max Mcgee known for?

Max Mcgee is listed with skills including Customer Service, Financial Analysis, Financial Modeling, Business Administration, Research Skills, Intercultural Communication, Collaborative Problem Solving, and Operations Management.

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