Maxwell Halberstadt Email & Phone Number

Born and raised in Indianapolis, IN - I am a Midwesterner at heart, living and working in Philadelphia, PA for a Financial Services Firm; Professional Capital Services. PCS is a daily-valuation Recordkeeper, also offering Third Party Administration Services. with a primary focus on 401(k) Plans.As the Director of Advisor Effectiveness, I manage the Internal Sales Desk & Advisor Services Team. I promote best practices in providing the highest level of support for our Firm's Financial Advisor, Investment Management, and TPA partners, while ultimately building and designing the best Retirement Plan Solution to meet their Plan Sponsor's needs.Having received my Eagle Scout rank at the age of 17, I represent the 12 principles of the Scout Law, and surround myself with individuals who I find do the same. I am a very trusting person, and hold others to the high-level of respect and regard as I would expect others to of me.In my spare time, I love to travel and be outdoors. Cycling and basketball remain my two favorite hobbies, while all sports, and competition in general, fascinate me. I pride myself on my eclectic music taste and a deep appreciation for Art & Architectural/Product Design.

Listed skills include Microsoft Excel, Microsoft Powerpoint, Customer Service, Microsoft Word, and 7 others.

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  Indiana University Bloomington

  Psychology