Max Jackson Email and Phone Number
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I am a goal oriented and passionate investment banking professional working at KeyBanc Capital Markets in San Francisco, CA as a member of the Utilities, Power & Renewable Energy team. KeyBanc capital markets, a subsidiary of KeyBanc Corp., offers a wide range of investment services and strategies to individual, business, and institutional investors. Prior to KeyBanc, I worked as an investment banking professional at MVP Capital followed by Fifth Third Securities, both nationwide investment bank and/or commercial banks, as a member of their respective renewable energy teams.Prior to my work in as an investment banker, I spent four years at Deloitte in their audit practice where I provided assurance services to both private in public companies with over $1B in revenue in Retail, Green Tech and Financial Services industries. I hold a Bachelor's degree from the University of California, Los Angeles where I majored in Business-Economics and minored in both Environmental Systems in Society and Accounting. I currently am a licensed CPA and hold Series 63 and 79 certifications.
Ballast Rock
View- Website:
- ballastrock.com
- Employees:
- 11
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Managing Director - Portfolio ManagerBallast RockSan Francisco, Ca, Us
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Vice PresidentKeybanc Capital Markets Mar 2023 - PresentCleveland, Oh, Us -
AssociateKeybanc Capital Markets May 2021 - Mar 2023Cleveland, Oh, Us
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Investment Banking AssociateFifth Third Securities Aug 2020 - May 2021Us -
Investment Banking AnalystFifth Third Securities Aug 2019 - Aug 2020Us
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Investment Banking AnalystMvp Capital, Llc Jun 2018 - Aug 2019San Francisco, Ca, Us -
Audit SeniorDeloitte Aug 2014 - May 2018Worldwide, OoPreforming and planning financial statement audits and quarterly reviews. Working both individually and in a team environment to conduct financial statement audit and assessments of internal controls in accordance with the standards of the Public Company Accounting Oversight Board and the SEC. As part of and alongside this process my responsibilities include:-Analyzing client operations and business processes to develop unique risk profiles in order to design and implement audit procedures to effectively identify operational and accounting risks which are mostly likely to result in material misstatement of financial statements.-Developing innovative audit approaches to provide audits more reliably and efficiently in the complex financial statement sections such as Revenue, Goodwill Valuation, and Debt Covenant compliance.-Managing multiple teams of up to 10 staff members, placed domestically and internationally, by providing detailed instructions to generate deliverables as well as guidance to help expand their personal knowledge and facilitate growth, reviewing all their product output upon completion. Additionally, managing up to partners by escalating keys issues as appropriate. -
Finance And Marketing AssistantJurlique Nov 2013 - Aug 2014Adelaide, South Australia, AuHandling all accounting relating to the recording and treatment of payables. Organizing vendor payments and wages to employees. Receiving and processing expense reportsAssisting the marketing team in performing market research as well as preparation of promotional materials to further popularize the Jurlique Brand -
Legal AssisstantLaw Offices Of Lawrence S. Cohen Nov 2011 - Jun 2013UsPerformed legal research, new client vetting as well as prepared, filed and continually maintained patent and trademark applications with the US patent and trademark office.
Max Jackson Skills
Max Jackson Education Details
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UclaBusiness/Managerial Economics -
Redwood High School, Tuhsd
Frequently Asked Questions about Max Jackson
What company does Max Jackson work for?
Max Jackson works for Ballast Rock
What is Max Jackson's role at the current company?
Max Jackson's current role is Managing Director - Portfolio Manager.
What is Max Jackson's email address?
Max Jackson's email address is mj****@****tal.com
What is Max Jackson's direct phone number?
Max Jackson's direct phone number is (216)-689*****
What schools did Max Jackson attend?
Max Jackson attended Ucla, Redwood High School, Tuhsd.
What are some of Max Jackson's interests?
Max Jackson has interest in Economic Empowerment.
What skills is Max Jackson known for?
Max Jackson has skills like Photoshop, Microsoft Office, Teamwork, Microsoft Word, Powerpoint, Research, Microsoft Excel, Social Media, English, Public Speaking, Marketing, Communication.
Who are Max Jackson's colleagues?
Max Jackson's colleagues are Simon O'shea, Ian Garcia, Thomas Carroll, Davis Leath.
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