Max Martin
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Max Martin Email & Phone Number

Investment Operations Specialist at Diversified Trust
Location: Austin, Texas, United States 7 work roles 2 schools
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✓ Verified Jun 2026 3 data sources Profile completeness 86%

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Current company
Role
Investment Operations Specialist
Location
Austin, Texas, United States
Company size

Who is Max Martin? Overview

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Quick answer

Max Martin is listed as Investment Operations Specialist at Diversified Trust, a company with 20505 employees, based in Austin, Texas, United States. AeroLeads shows a matched LinkedIn profile for Max Martin.

Max Martin previously worked as Financial Services Professional at Charles Schwab and Financial Analyst at Fort Health. Max Martin holds Bachelor'S Degree, Finance And Business Analytics, Senior from Indiana University Bloomington.

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Diversified Trust

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Profile bio

About Max Martin

Dynamic finance professional with a strong foundation in operational efficiency and a commitment to continuous growth within the financial services industry. Recently achieved the SIE, Series 7, and Series 63 certifications through Charles Schwab’s rigorous training program, further expanding my expertise in securities and investment strategiesWith experience in financial modeling, data optimization, and process improvement, I specialize in synthesizing complex datasets, leveraging predictive analytics, and utilizing machine learning techniques to drive strategic decision-making and enhance operational performance. At Fort Health and Sapient Capital LLC, I honed my skills in advanced Excel, data visualization, and statistical analysis, delivering impactful insights that streamlined financial processes and boosted efficiency.Now, at Charles Schwab, I am focused on building strong relationships, navigating the financial landscape, and continuing to deepen my knowledge of investment products and market strategies. Passionate about using data-driven solutions to solve complex business challenges, I am excited to apply my expanding skillset as I continue to grow and develop as a finance professional.

Current workplace

Max Martin's current company

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Diversified Trust
Diversified Trust
Investment Operations Specialist
Nashville, TN, US
Website
Employees
20505
AeroLeads page
7 roles

Max Martin work experience

A career timeline built from the work history available for this profile.

Financial Services Professional

Current

Austin, Texas, United States

Jul 2024 - Present

Financial Analyst

  • Developed and maintained complex financial models in Excel to analyze and forecast financial performance
  • Optimized spreadsheet formulas and utilized array formulas to minimize calculation time and improvemodel performance
  • Conducted regular model reviews and optimizations to identify and eliminate inefficiencies, improvingmodel performance and accuracy
Jul 2023 - May 2024

Finance And Operations Analyst Intern

Indianapolis, Indiana, United States

  • Managed, prepped, and linked thousands of client accounts in excel for internal and external use
  • Optimized database efficiency through the use of advanced logical formulas, macros, and complex lookups
  • Employed external tools such as Addepar and Arch to create custom portfolios for both client and advisor use
  • Created automated auditing systems to ensure live data validation
May 2023 - Aug 2023

Administrative Assistant

Fishers, Indiana, United States

  • Utilized Excel to manage patient schedules, records, and employee shifts
  • Organized dental equipment before use in the operating rooms
  • Collaborated with the front office to ensure day-to-day operations went smoothly
May 2022 - Jun 2022

Head Counselor

11325 Fall Creek Rd Indianapolis, IN 46256 United States

  • The Indianapolis Sailing Camp is seven separate weeks of camp over the summer in which campers from 8-16 learn, compete, and train. Campers learn everything from the basics to more advanced concepts so that they can.
  • Manage thirty or more kids each week for eight hours a day, fostering an engaging and educative environment
  • Lead as a head counselor in organizing activities, races, and education
  • Responsible for maintaining a plethora of sailboats on and off the water to ensure safety and smooth sailing
  • Enhanced a multi-level educational process to more efficiently train campers and incorporate valuable experience drawn from activities and lectures
Jun 2017 - Aug 2021

Global Mama'S Case Competition Finalist

  • Global Mama's is a fair trade retailer which employs and empowers African women and strives to create prosperity for their families. Founded in 2003, its mission is to create eco-friendly, handcrafted, high-quality.
  • Runner-up in the Global Mama's 2020 case competition
  • Created and presented a comprehensive two-prong marketing and eco-friendly packaging plan
  • Coordinated as a team to develop and brainstorm innovative ideas
  • Developed a marketing plan utilizing hashtags and QR codes on strategic posts and websites projected to yield up to a 126% growth rate
Aug 2020 - Dec 2020
Team & coworkers

Colleagues at Diversified Trust

Other employees you can reach at schwab.com. View company contacts for 20505 employees →

2 education records

Max Martin education

Bachelor'S Degree, Finance And Business Analytics, Senior

Dedicated and driven student in the Kelley School of Business

FAQ

Frequently asked questions about Max Martin

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

What company does Max Martin work for?

Max Martin works for Diversified Trust.

What is Max Martin's role at Diversified Trust?

Max Martin is listed as Investment Operations Specialist at Diversified Trust.

Where is Max Martin based?

Max Martin is based in Austin, Texas, United States while working with Diversified Trust.

What companies has Max Martin worked for?

Max Martin has worked for Diversified Trust, Charles Schwab, Fort Health, Sapient Capital, and Martin Dentistry.

Who are Max Martin's colleagues at Diversified Trust?

Max Martin's colleagues at Diversified Trust include Peter Knezevich Ii, Cfp®, Sal Di Benedetto, John Kang, Ros Carpio, and Santosh Kumar Ananthula.

How can I contact Max Martin?

You can use AeroLeads to view verified contact signals for Max Martin at Diversified Trust, including work email, phone, and LinkedIn data when available.

What schools did Max Martin attend?

Max Martin holds Bachelor'S Degree, Finance And Business Analytics, Senior from Indiana University Bloomington.

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