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Max Levine Email & Phone Number
Financial Planning Consultant
at
Shift Financial Group
1 work email found
@fidelity.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Planning Consultant
Location
Boston, Massachusetts, United States
Company size
Who is Max Levine? Overview
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Quick answer
Max Levine is listed as Financial Planning Consultant at Shift Financial Group, a with 3 employees, based in Boston, Massachusetts, United States. AeroLeads shows a work email signal at fidelity.com and a matched LinkedIn profile for Max Levine.
Max Levine previously worked as Wealth Management Advisor at Woodstock Wealth Management, Inc. and Investment Solutions Representative at Fidelity Investments. Max Levine holds Bachelors, Business Management And Entrepreneurial Studies from Unh Peter T. Paul College Of Business And Economics.
Company email context
Email format at Shift Financial Group
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{first}.{last}@fidelity.com
86% confidence
AeroLeads found 1 current-domain work email signal for Max Levine. Compare company email patterns before reaching out.
Profile bio
About Max Levine
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.
Listed skills include Teamwork, Business To Business, Account Management, Social Media, and 39 others.
Current workplace
Max Levine's current company
Company context helps verify the profile and gives searchers a useful next step.
Shift Financial Group
9 roles
Max Levine work experience
A career timeline built from the work history available for this profile.
Wealth Management Advisor
Investment Solutions Representative
Jun 2022 - Sep 2024
High Net Worth Financial Representative
May 2022 - Jun 2022
Mutual Fund, Equities, And Options Trader
Dec 2021 - Jun 2022
Customer Relationship Advocate
Apr 2021 - May 2022
Senior Real Estate Technology Consultant
Promoted 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.
Nov 2019 - Oct 2020
Named Account Executive
Acted 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.
Oct 2018 - Nov 2019
Marketing And Events Manager
Managed 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.
Jun 2016 - Aug 2019
4 education records
Max Levine education
Bachelors, Business Management And Entrepreneurial Studies
Unh Peter T. Paul College Of Business And Economics
General Education
Lawrence Academy
Education record
Lexington High School
Business
Dale Carnegie Training
FAQ
Frequently asked questions about Max Levine
Quick answers generated from the profile data available on this page.
What company does Max Levine work for?
Max Levine works for Shift Financial Group.
What is Max Levine's role at Shift Financial Group?
Max Levine is listed as Financial Planning Consultant at Shift Financial Group.
What is Max Levine's email address?
AeroLeads has found 1 work email signal at @fidelity.com for Max Levine at Shift Financial Group.
Where is Max Levine based?
Max Levine is based in Boston, Massachusetts, United States while working with Shift Financial Group.
What companies has Max Levine worked for?
Max Levine has worked for Shift Financial Group, Woodstock Wealth Management, Inc., Fidelity Investments, Konica Minolta Business Solutions U.S.A., Inc., and 6One7 Productions.
How can I contact Max Levine?
You can use AeroLeads to view verified contact signals for Max Levine at Shift Financial Group, including work email, phone, and LinkedIn data when available.
What schools did Max Levine attend?
Max Levine holds Bachelors, Business Management And Entrepreneurial Studies from Unh Peter T. Paul College Of Business And Economics.
What skills is Max Levine known for?
Max Levine is listed with skills including Teamwork, Business To Business, Account Management, Social Media, Sales, Outside Sales, Customer Service, and Strategic Planning.
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