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Maxwell Periu Email & Phone Number

Wealth Associate at Wilmington Trust
Location: Boca Raton, Florida, United States 4 work roles 3 schools
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✓ Verified May 2026 3 data sources Profile completeness 86%

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Current company
Wilmington Trust
Role
Wealth Associate
Location
Boca Raton, Florida, United States
Company size
2030 employees

Who is Maxwell Periu? Overview

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Quick answer

Maxwell Periu is listed as Wealth Associate at Wilmington Trust, a company with 2030 employees, based in Boca Raton, Florida, United States. AeroLeads shows a matched LinkedIn profile for Maxwell Periu.

Maxwell Periu previously worked as Wealth Client Associate at Wilmington Trust and Client Relations and Investment Manager at Omar Periu International Inc. Maxwell Periu holds Bachelor Of Business Administration - Bba, Wealth Management from University Of Florida.

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Email format at Wilmington Trust

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Wilmington Trust

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Profile bio

About Maxwell Periu

As an ambitious graduate with a Bachelor's degree in Wealth Management from Heavener School of Business at the University of Florida, I am looking for new career opportunities.What sets me apart is that while attending school, I also gained strong financial acumen working in a Client Relations and Investment position for 6 years. This experience has given me countless insights into investments, business management, market trends, and consumer behavior. My academic and business insights have and continue to prepare me for a career in financial advising, through which I can ultimately provide practical advice to future clients backed by evidence-based investment strategies.My five-year plan includes developing a career as a financial advisor for high-profile clients in Boca Raton, Florida. My education at the University of Florida will continue to build my skillset and prepare me for a long-term career in financial advising. By utilizing the skills I have developed, I aim to form meaningful, long-lasting connections, helping others invest efficiently and successfully build wealth. Don't hesitate to get in touch with me at maxwellperiu77@gmail.com to discuss career opportunities.

Current workplace

Maxwell Periu's current company

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Wilmington Trust
Wilmington Trust
Wealth Associate
Boca Raton, FL, US
Website
wilmingtontrust.com
Employees
2030
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4 roles

Maxwell Periu work experience

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

Wealth Client Associate

Current
Wilmington Trust

Palm Beach, Florida, United States

Aug 2024 - Present

Client Relations And Investment Manager

Omar Periu International Inc

Boca Raton, Florida, United States

  • Identify, evaluate, and execute over 20 plus potential investment opportunities,
  • Manage business asset portfolio, gaining knowledge in Wealth Management.
  • Support over 700 clients as a Liaison regarding meetings and business services, providing effective communication skills.
  • Develop and review proposals for over 100 businesses and clients, ensuring tailored solutions and high-quality service.
  • Create and meticulously analyze more than 50 contracts, ensuring compliance and satisfaction for businesses and clients.Accomplishments:
  • Developed multiple 100+ PowerPoint slides for 200+ speeches, conventions, and meetings.
Jan 2018 - Aug 2024

Financial And Insurance Services Intern

Php Agency, Inc.

Boca Raton, Florida, United States

  • Conducted prospecting for new business and scheduled client appointments for brokers.
  • Managed social media marketing for 50-plus hours,
  • Completed 3 office training sessions per week, developing skills in insurance and gaining knowledge of the financial services industry.
  • Shadowed Senior Brokers for over 70 additional hours to build meaningful business relationships and form a career in sales.Accomplishments:
  • Contributed to a 10% increase in client appointments through effective social media marketing strategies, demonstrating a keen understanding of digital marketing's role in client acquisition.
  • Received commendation from senior brokers for exceptional client analysis and presentation support.
Jul 2023 - Aug 2023
Team & coworkers

Colleagues at Wilmington Trust

Other employees you can reach at wilmingtontrust.com. View company contacts for 2030 employees →

MW Michael Wass Michael Wass Colleague at Wilmington Trust Wilmington, Delaware, United States, United States View → RB Ray Brown Ray Brown Colleague at Wilmington Trust Wilmington, Delaware, United States, United States View → TG Tonia Gamble Kennedy Tonia Gamble Kennedy Colleague at Wilmington Trust Wilmington, Delaware, United States, United States View → JY Joseph Yasik Joseph Yasik Colleague at Wilmington Trust Newark, Delaware, United States, United States View → WS Wendy Speece Wendy Speece Colleague at Wilmington Trust Harrisburg, Pennsylvania, United States, United States View → BT Brian Talecki Brian Talecki Colleague at Wilmington Trust Broomall, Pennsylvania, United States, United States View → MP Margarita Phillips Margarita Phillips Colleague at Wilmington Trust Clayton, Delaware, United States, United States View → JE Jordon Eyles Jordon Eyles Colleague at Wilmington Trust London Area, United Kingdom, United Kingdom View → HK Helen Knight Helen Knight Colleague at Wilmington Trust Greater Philadelphia, United States View → RS Richard Scott Richard Scott Colleague at Wilmington Trust Stroudsburg, Pennsylvania, United States, United States View →
3 education records

Maxwell Periu education

Bachelor Of Business Administration - Bba, Wealth Management

University Of Florida

Coursework: Financial Planning and Analysis, Risk Management and Insurance, Estate Tax Planning

Education record

Boca Raton Community High School

Activities and Societies: Varsity Swimming, Bobcat Buddies, Distributive Education Clubs of America (DECA) AICE Diploma with Merit, Boca.

FAQ

Frequently asked questions about Maxwell Periu

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

What company does Maxwell Periu work for?

Maxwell Periu works for Wilmington Trust.

What is Maxwell Periu's role at Wilmington Trust?

Maxwell Periu is listed as Wealth Associate at Wilmington Trust.

Where is Maxwell Periu based?

Maxwell Periu is based in Boca Raton, Florida, United States while working with Wilmington Trust.

What companies has Maxwell Periu worked for?

Maxwell Periu has worked for Wilmington Trust, Omar Periu International Inc, and Php Agency, Inc..

Who are Maxwell Periu's colleagues at Wilmington Trust?

Maxwell Periu's colleagues at Wilmington Trust include Michael Wass, Ray Brown, Tonia Gamble Kennedy, Joseph Yasik, and Wendy Speece.

How can I contact Maxwell Periu?

You can use AeroLeads to view verified contact signals for Maxwell Periu at Wilmington Trust, including work email, phone, and LinkedIn data when available.

What schools did Maxwell Periu attend?

Maxwell Periu holds Bachelor Of Business Administration - Bba, Wealth Management from University Of Florida.

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