Max Berger Email & Phone Number
Senior Wealth Advisor @ Diversified, LLC
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Max Berger Location
- Philadelphia, PA, US
Max Berger Work
- 2024 -now Senior Wealth Advisor @
- 2023 -2024 Wealth Advisor @
- 2021 -2023 Associate Planner @
- 2019 -2021 Product Manager @
- 2016 -2019 Internal Account Executive @
- 2015 -2016 Area Leader - University City @
- 2015 -2015 City Launcher @
- 2014 -2014 Business Process Management Intern @
- 2013 -2013 Research Analyst Intern @
- 2001 -2013 Counselor @
Max Berger Education
- Villanova School of Business
Master of Business Administration - MBA
2020-2024 - S.I. Newhouse School of Public Communications at Syracuse University
Bachelor of Science (B.S.) (Public Relations, Advertising, and Applied Communication)
2011-2015 - Syracuse University - Martin J. Whitman School of Management
Bachelor of Science (BS) (Finance, General)
2011-2015
Max Berger Skills
- Microsoft Word
- PowerPoint
- Social Media
- Microsoft Office
- Microsoft Excel
- Teamwork
- Customer Service
- Research
- Public Speaking
- Photoshop
- Event Planning
- English
- Time Management
- Leadership
- Public Relations
- Social Networking
- Marketing
- Youth Leadership
- Fishing
- Acting
- Team Leadership
- Business Development
- Lead Generation
- Financial Services
- Project Management
- Services
Max Berger Summary
- Max Berger, based in Philadelphia, PA, US, is currently a Senior Wealth Advisor at Diversified, LLC. Max Berger brings experience from previous roles at Diversified, LLC and SEI. Max Berger holds a 2020 - 2024 Master of Business Administration - MBA @ Villanova School of Business. With a robust skill set that includes Microsoft Word, PowerPoint, Social Media, Microsoft Office, Microsoft Excel and more. Max Berger has 3 emails on RocketReach.
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Top Diversified, LLC Employees
Max Berger
Senior Wealth Advisor
Philadelphia, PA, US
Josh Cohen
Director of Operations
United States
John Anderson
Head of Advisor Growth and Engagement
Bryn Mawr, PA, US
Peter Hackenbrack
Financial Advisor
Wayne, PA, US
Andrew Rosen
Executive Chairman
Wilmington, DE, US
Nicklaus Areddy
Partner
Ann Arbor, MI, US
Tyler McGuire
Senior Wealth Advisor CFP®, at Diversified, LLC
Birmingham, AL, US
David Levy
Senior Partner and Senior Wealth Advisor
Philadelphia, PA, US
Irvin Rosenzweig
Director and Business Development
Wayne, PA, US
Clark Schweitzer
Financial Advisor
Philadelphia, PA, US
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