Max Dean Email & Phone Number
Managing Director, Wealth Management @ Bespoke Capital
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Max Dean Location
- Atlanta, GA, US
Max Dean Work
- 2013 -now Managing Director, Wealth Management @
- 2009 -2013 Lead Financial Analyst @
- 2007 -2008 Research Associate @ Jefferies & Company
Max Dean Education
- Yale School of Management
CPWA (Wealth Management)
2018-2020 - New York University - Leonard N. Stern School of Business
(Finance, Derivatives, Commodities)
2008-2008 - University of Oklahoma - Price College of Business
MBA (Finance and Entrepreneurship)
2007-2008 - Indiana University - Kelley School of Business
BS (- Captain of Varsity Wrestling Team - President of the Indiana Student Athlete Advisory Committee - Kelley School of Business Honors Program - Mitte Scholarship Society)
- Lakota West HS
Max Dean Skills
- Alternative Investments
- Family Meetings
- Advanced Estate Planning
- Tax-Mitigation Strategies
- Risk Management
- Portfolio Management
- Fixed Income Analysis
- Retirement Planning
- College Savings Plans
- Insurance
Max Dean Summary
- Max Dean, based in Atlanta, GA, US, is currently a Managing Director, Wealth Management at Bespoke Capital. Max Dean brings experience from previous roles at AT&T Mobility and Jefferies & Company. Max Dean holds a 2018 - 2020 CPWA in Wealth Management @ Yale School of Management. With a robust skill set that includes Alternative Investments, Family Meetings, Advanced Estate Planning, Tax-Mitigation Strategies, Risk Management and more. Max Dean has 2 emails and 3 mobile phone numbers on RocketReach.
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