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Maxwell Davis Email & Phone Number
Private Wealth Management Intern
at
myCIO Wealth Partners
LinkedIn matched
3 data sources
Profile completeness 86%
Current company
Role
Private Wealth Management Intern
Location
Philadelphia, Pennsylvania, United States
Who is Maxwell Davis? Overview
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Quick answer
Maxwell Davis is listed as Private Wealth Management Intern at myCIO Wealth Partners, based in Philadelphia, Pennsylvania, United States. AeroLeads shows a matched LinkedIn profile for Maxwell Davis.
Maxwell Davis previously worked as Investment Strategist at Glenmede and Co-Founder at Zen Investments. Maxwell Davis holds Finance, General, Sophomore from Drexel University'S Lebow College Of Business.
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Email format at myCIO Wealth Partners
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myCIO Wealth Partners
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Profile bio
About Maxwell Davis
I am a Finance and Business Analytics double Major, and division 1 basketball player, trying to maximize my potential in both areas. I am aspiring to work in wealth management, portfolio management, or S and T. I am currently a sophomore, and I am looking for opportunities to learn as much as I can.Drexel Current GPA 3.97Brooklyn Technical High School 94 GPA 1510 SAT (National Honors Society)
Current workplace
Maxwell Davis's current company
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4 roles
Maxwell Davis work experience
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Investment Strategist
Working with the investment strategy team at Glenmede for my first co-op with Drexel University (will begin in the spring co-op cycle in April of 2024)
Jan 2024 - Sep 2024
Co-Founder
Zen Investments
-Mentoring students on how to successfully locate motivated sellers, negotiate on property value, and get fix-and-fliphomes under contract below market value-Demonstrated how to market and attract investors for a property-Utilized characteristics of confidence, charisma, and professionalism to market a program to several clients
Jun 2023 - Jan 2024
Research Analyst
-Researched the EV market for innovation, supply chain, and competitive analysis between players-Completed a stock write up conducting research on Ferrari (RACE) stock, providing a buy recommendation that resulted in an accurate prediction-Analyzed performance statistics and company data such as P/E, growth rates, and dividend yield for quality of.
Feb 2023 - Apr 2023
2 education records
Maxwell Davis education
Finance, General, Sophomore
Education record
FAQ
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What company does Maxwell Davis work for?
Maxwell Davis works for myCIO Wealth Partners.
What is Maxwell Davis's role at myCIO Wealth Partners?
Maxwell Davis is listed as Private Wealth Management Intern at myCIO Wealth Partners.
Where is Maxwell Davis based?
Maxwell Davis is based in Philadelphia, Pennsylvania, United States while working with myCIO Wealth Partners.
What companies has Maxwell Davis worked for?
Maxwell Davis has worked for Mycio Wealth Partners, Glenmede, Zen Investments, and Davis Capital Advisors, Llc.
How can I contact Maxwell Davis?
You can use AeroLeads to view verified contact signals for Maxwell Davis at myCIO Wealth Partners, including work email, phone, and LinkedIn data when available.
What schools did Maxwell Davis attend?
Maxwell Davis holds Finance, General, Sophomore from Drexel University'S Lebow College Of Business.
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