Maxwell Green
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Maxwell Green Email & Phone Number

Client Experience Resolutions Manager at Adhesion Wealth Advisor Solutions
Location: Charlotte, North Carolina, United States 12 work roles 1 school
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Current company
Adhesion Wealth Advisor Solutions
Role
Client Experience Resolutions Manager
Location
Charlotte, North Carolina, United States
Company size
59 employees

Who is Maxwell Green? Overview

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Quick answer

Maxwell Green is listed as Client Experience Resolutions Manager at Adhesion Wealth Advisor Solutions, a with 59 employees, based in Charlotte, North Carolina, United States. AeroLeads shows a matched LinkedIn profile for Maxwell Green.

Maxwell Green previously worked as Client Experience Resolutions Manager | Lean Six Sigma, Project Management at Assetmark and Client Support Specialist at Adhesion Wealth Advisor Solutions. Maxwell Green studied at Borough Of Manhattan Community College.

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Adhesion Wealth Advisor Solutions

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Profile bio

About Maxwell Green

At Adhesion, I've helped cultivate a client experience ecosystem where operational excellence meets unmatched support. My role as Client Experience Resolutions Manager leverages my expertise in CRM and Lean Six Sigma to spearhead initiatives that refine our service delivery and issue resolution processes. These efforts are pivotal in achieving our mission of simplifying the client journey and enhancing advisor support.The transition from setvice specialist to leadership and process ownership responsibilities have allowed me to deepen our understanding of client needs, translating into strategic improvements across our platform. We've harnessed feedback to drive tangible enhancements, ensuring a streamlined experience for clients and fostering a culture of continuous improvement within our team.

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Maxwell Green's current company

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Adhesion Wealth Advisor Solutions
Adhesion Wealth Advisor Solutions
Client Experience Resolutions Manager
Charlotte, NC, US
Website
adhesionwealth.com
Employees
59
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12 roles

Maxwell Green work experience

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Client Experience Resolutions Manager | Lean Six Sigma, Project Management

Assetmark

Charlotte, Nc

Transaction Coordinator

Better

United States

Apr 2021 - Apr 2022

Wealth Management Client Associate

Merrill Lynch

Charlotte, North Carolina Area

Feb 2020 - Dec 2020

Assistant Manager

Argo Tea
Oct 2011 - Feb 2014

Shift Supervisor

Starbucks
Jun 2009 - Oct 2011
Team & coworkers

Colleagues at Adhesion Wealth Advisor Solutions

Other employees you can reach at adhesionwealth.com. View company contacts for 59 employees →

BL Brett Lenz Brett Lenz Colleague at Adhesion Wealth Advisor SolutionsCharlotte, North Carolina, United States View → RM Robb Melancon Robb Melancon Colleague at Adhesion Wealth Advisor SolutionsCharlotte, North Carolina, United States View → CC Crystine Cleland Crystine Cleland Colleague at Adhesion Wealth Advisor SolutionsCharlotte, North Carolina, United States View → JB Jack Barber Jack Barber Colleague at Adhesion Wealth Advisor SolutionsMinneapolis, Minnesota, United States View → DP Derek Petersen Derek Petersen Colleague at Adhesion Wealth Advisor SolutionsGreater Phoenix Area, United States View → JS Jimmie Stufflebeem Jimmie Stufflebeem Colleague at Adhesion Wealth Advisor SolutionsDes Moines, Iowa, United States View → CH Chloe Hawk Chloe Hawk Colleague at Adhesion Wealth Advisor SolutionsCornelius, North Carolina, United States View → LR Lauren Reyes, Cpm® Lauren Reyes, Cpm® Colleague at Adhesion Wealth Advisor SolutionsCharlotte, North Carolina, United States View → CL Chris Logan Chris Logan Colleague at Adhesion Wealth Advisor SolutionsCharlotte, North Carolina, United States View → TV Tai Vu Tai Vu Colleague at Adhesion Wealth Advisor SolutionsCharlotte, North Carolina, United States View →
1 education record

Maxwell Green education

FAQ

Frequently asked questions about Maxwell Green

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

What company does Maxwell Green work for?

Maxwell Green works for Adhesion Wealth Advisor Solutions.

What is Maxwell Green's role at Adhesion Wealth Advisor Solutions?

Maxwell Green is listed as Client Experience Resolutions Manager at Adhesion Wealth Advisor Solutions.

Where is Maxwell Green based?

Maxwell Green is based in Charlotte, North Carolina, United States while working with Adhesion Wealth Advisor Solutions.

What companies has Maxwell Green worked for?

Maxwell Green has worked for Adhesion Wealth Advisor Solutions, Assetmark, Better, Merrill Lynch, and Bank Of America.

Who are Maxwell Green's colleagues at Adhesion Wealth Advisor Solutions?

Maxwell Green's colleagues at Adhesion Wealth Advisor Solutions include Brett Lenz, Robb Melancon, Crystine Cleland, Jack Barber, and Derek Petersen.

How can I contact Maxwell Green?

You can use AeroLeads to view verified contact signals for Maxwell Green at Adhesion Wealth Advisor Solutions, including work email, phone, and LinkedIn data when available.

What schools did Maxwell Green attend?

Maxwell Green studied at Borough Of Manhattan Community College.

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