Max S. Troiani Email and Phone Number
Max S. Troiani work email
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Max S. Troiani personal email
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Skills: Investment Research/Analysis/Strategy ● Investment Portfolio Management ● Equity ResearchFinancial Services Consulting ● Private Banking/Client/Relationship ManagementSkills Profile:I am an agile recent grad with internship experience in investments and equity research coupled with a recently completed Bachelor of Science in Economics/Finance and a certificate in finance from a world-class institution. I have recently joined TerraPact as a Senior Associate, Real Estate Acquisitions. My strength is that I am skilled at learning on the fly, mastering financial modeling using Excel, analyzing financial statements, working effectively with all stakeholders and engaging clients constructively.Noteworthy Achievement:I served as a leader of my college investment group aptly named Bentley Investment Group where I helped manage a $950K investment account. Additionally, I facilitated educational training utilizing Bloomberg and FactSet fundamentals to systematically evaluate market trends, monitor portfolio names, screen equities (XOM, ECL) and examine price fluctuations of commodities (Oil, NG).Additionally, I held two successful internships in investment banking and financial consulting with first-class organizations--experiences that provided ample growth and development opportunities.
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Director, Real Estate AcquisitionsTerrapact Aug 2023 - PresentBrentwood, Tennessee, Us -
Senior Associate, Real Estate AcquistionsTerrapact Apr 2022 - Aug 2023Brentwood, Tennessee, Us -
Residential Real Estate AnalystAcdm Partners Jun 2021 - Apr 2022Networked to earn consulting assignment working with a real estate investor on a high-profile project turnaround. Created and maintained a dynamic pro forma cash flow model analyzing the sources and uses of funding, construction draw schedule, unit absorption and equity returns for a 150-unit residential development property. Assisted with zoning and utility issues while managing relationships with developers, residents, and other stakeholders.
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Investment Banking Summer AnalystCovington Associates May 2019 - Jun 2019Boston, Ma, UsAnalyzed industry trends, performed competitive market research and modeled forward-looking, three-statement financials to create pitch books with key quantitative and qualitative findings for companies valued between $100-200M—well poised for sell-side M&A transactions in healthcare. Supported engagement efforts with client company management in the conduct of comprehensive due diligence assessing value proposition, strategic priorities, operational feasibility, sustainable market opportunity and business alignment with the goal of identifying scalable growth areas. -
Financial Consulting InternRdg+Partners May 2018 - Aug 2018Rochester, New York, UsPerformed valuation techniques and synthesized qualitative considerations in investment recommendation memos for C-suite team use in conveying business opportunities as part of the M&A advisory process for clients generating $5-7M in revenue. Authored a credit policy for use by key client.
Max S. Troiani Skills
Max S. Troiani Education Details
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Bentley UniversityEconomics-Finance -
Unc Kenan-Flagler Business SchoolGraduate Certificate Of Finance
Frequently Asked Questions about Max S. Troiani
What company does Max S. Troiani work for?
Max S. Troiani works for Terrapact
What is Max S. Troiani's role at the current company?
Max S. Troiani's current role is Director, Real Estate Acquisitions with TerraPact.
What is Max S. Troiani's email address?
Max S. Troiani's email address is tr****@****ail.com
What schools did Max S. Troiani attend?
Max S. Troiani attended Bentley University, Unc Kenan-Flagler Business School.
What skills is Max S. Troiani known for?
Max S. Troiani has skills like Competitor, Communication.
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