Professional Experience

Voya Financial is a Fortune 500 company serving 14.7 million individual, workplace, and institutional clients. As a Wealth Management Consultant, Max delivered holistic retirement and investment strategies to high-net-worth clients with $500K+ in investable assets.

• Managed client relationships representing $50M+ in assets
• Opened 40+ new accounts and generated $4M in new investment sales
• Handled 35+ daily client interactions and pre-scheduled financial-planning appointments
• Recommended multi-manager UMA portfolios with asset allocations tailored to each client's risk tolerance, time horizon, and liquidity needs
• Utilized strategies from Voya Investment Management, T. Rowe Price, American Funds, PIMCO, Fidelity, BlackRock, Morningstar, Sage, Symmetry, and Vanguard

Merrill Lynch is one of the world's largest wealth management firms, a division of Bank of America. Max spent nearly four years here, earning an internal promotion from Investment Consultant on the Premium Team to Financial Advisor in Wealth Management — a competitive advancement recognizing top client performance.

• Led advisory relationships with high-net-worth families, overseeing $10M+ in assets under management
• Earned internal promotion from Investment Consultant (Premium Team) to Financial Advisor in Wealth Management
• Selected for the 2025 Forbes | SHOOK Top Advisor Summit — an invitation-only event for the nation's top advisors
• Chosen to host high-net-worth clients in Bank of America's exclusive suite at Fenway Park
• Advised affluent clients with $250,000+ in investable assets across the Premium Team

Fidelity Investments manages $12+ trillion in assets and serves millions of workplace retirement plan participants. As a Workplace Planning Consultant, Max delivered financial planning consultations to employees at Fidelity's corporate client companies, helping them optimize their retirement savings and investment strategies.

• Delivered 25 high-impact financial planning consultations per week
• Achieved 250% of annual planning goals — 2.5x the target
• Guided employees through retirement readiness, asset allocation, and contribution optimization
• Served participants across multiple corporate client accounts

Tranzact is one of the nation's leading Medicare insurance distribution companies, connecting seniors with Medicare Advantage, Supplement, and Part D plans. Max joined the Choice Team and quickly rose to the top of the entire company.

• Awarded Sales Agent of the Year — ranked No. 1 companywide
• Selected for President's Club by the CEO — the highest individual sales honor at Tranzact
• Consistently led the Choice Team in monthly and annual sales volume
• Specialized in Medicare Advantage and Supplement plan consultations for seniors

CyberCoders is one of the nation's top technology and executive recruiting firms. As part of Boston's Finest Team, Max placed high-caliber talent at venture-backed startups and established companies across engineering, finance, and C-suite roles.

• Achieved 220% of annual sales goal
• Placed candidates in engineering, finance, and C-suite roles at venture-backed startups
• Built and managed a full-cycle recruiting desk from sourcing to close
• Developed deep relationships with hiring managers and candidates across the Boston tech ecosystem

eHealth is the nation's first and largest online health insurance marketplace. During the Annual Enrollment Period (AEP) — the most competitive sales window of the year — Max ranked No. 1 in the Boston office and finished in the top 1% of all sales representatives nationally.

• Ranked No. 1 in the Boston office during Annual Enrollment Period (AEP)
• Completed 350 Medicare sales during AEP
• Finished in the top 1% of all sales representatives nationally
• Specialized in Medicare Advantage and Supplement plan consultations