Max Levine Email and Phone Number
Max Levine work email
- Valid
Max Levine personal email
Resilient, decisive, empathetic, and detail oriented licensed financial professional. Skilled in financial and strategic planning, sales, communication, and investing. Passionate about the stock market, and helping others achieve financial independence.
Shift Financial Group
View- Website:
- shiftfp.io
- Employees:
- 3
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Financial Planning ConsultantShift Financial GroupBoston, Ma, Us
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Wealth Management AdvisorWoodstock Wealth Management, Inc. Oct 2024Woodstock, Georgia, Us -
Investment Solutions RepresentativeFidelity Investments Jun 2022 - Sep 2024Boston, Ma, Us -
High Net Worth Financial RepresentativeFidelity Investments May 2022 - Jun 2022Boston, Ma, Us
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Mutual Fund, Equities, And Options TraderFidelity Investments Dec 2021 - Jun 2022Boston, Ma, Us
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Customer Relationship AdvocateFidelity Investments Apr 2021 - May 2022Boston, Ma, Us
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Senior Real Estate Technology ConsultantKonica Minolta Business Solutions U.S.A., Inc. Nov 2019 - Oct 2020Ramsey, Nj, UsPromoted to Senior Real Estate Technology Consultant in order to spearhead Konica Minolta’s new nationwide Real Estate Sales & Technology Program. Used CRM, and Microsoft Office software to build and maintain a large pipeline of over 1,000 accounts throughout Massachusetts. Kept an open dialogue with C-suite executives to secure new business meetings and sales. Expanded account offerings for existing clientele. Extensive daily use of cold calling and prospecting skills. Consistent collaboration with members of my team, Konica Minolta, and all of their technology partners. -
Named Account ExecutiveKonica Minolta Business Solutions U.S.A., Inc. Oct 2018 - Nov 2019Ramsey, Nj, UsActed as a trusted advisor to my customers, and displayed my willingness to go the extra mile for them in order to achieve their goals. Worked increase efficiencies and/or decrease expenses wherever possible. Displayed extensive product knowledge of over 190 products, services, SAAS Models, and other IT solutions across a multitude of verticals. Regularly exceeded sales goals.
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Marketing And Events Manager6One7 Productions Jun 2016 - Aug 2019Managed and promoted a wide variety of events in the city of Boston, MA. Consistently displayed my networking ability in order to fill event spaces of 500+ people. Maintained a list of high profile clientele. Used and expanded my social media marketing skills on a daily basis. Demonstrated my outgoing personality, leadership ability, and communication skills while interacting with clients and collaborating with my team to maximize efficiency, and attain the best results possible. Always exhibited self-motivation and trustworthiness.
Max Levine Skills
Max Levine Education Details
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Unh Peter T. Paul College Of Business And EconomicsBusiness Management And Entrepreneurial Studies -
Lawrence AcademyGeneral Education
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Lexington High School
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Dale Carnegie TrainingBusiness
Frequently Asked Questions about Max Levine
What company does Max Levine work for?
Max Levine works for Shift Financial Group
What is Max Levine's role at the current company?
Max Levine's current role is Financial Planning Consultant.
What is Max Levine's email address?
Max Levine's email address is ma****@****ity.com
What schools did Max Levine attend?
Max Levine attended Unh Peter T. Paul College Of Business And Economics, Lawrence Academy, Lexington High School, Dale Carnegie Training.
What skills is Max Levine known for?
Max Levine has skills like Teamwork, Business To Business, Account Management, Social Media, Sales, Outside Sales, Customer Service, Strategic Planning, Marketing, Direct Sales, Microsoft Office, Communication.
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