Max Email & Phone Number

Strategic Finance @ Shield AI

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Max Location

United States

Max Work

2026 -now Strategic Finance @
2025 -now Strategic Advisor @ Franklin Templeton SinoAm Securities Investment Management Inc.
2025 -2026 Private Equity @
2022 -2024 Corporate Development (M and A) and Strategy @
2021 -2022 Investment Banking @
2019 -2020 Investment Banking @

Max Education

London Business School
Master of Business Administration - MBA
2024-2026
University of California, Davis
Bachelor of Science (B.S.) (Leadership: Alpha Kappa Psi Business Fraternity - Vice President of Finance (2016 - 2017) Phi Gamma Delta Fraternity - Founding Father (2016 - 2017))
2014-2018
Kent School
High School Diploma

Max Skills

Market
Quantitative Data
Psi
Business Economics
Shanghai
Market Research
LPS
Finance
Tableau
Return on Investment
50M
Executive Positions
New Opportunities
Dec Alpha
Bloomberg Terminal
IRR
Men's Fashion
Reuters
Systematic
Travel
C Level
Search
Benchmarking
Revenue
Financial Statements
Public Relations
Investment Portfolios
Science
Aggregate
Statistics
Integration
Leadership
PowerPoint
Monitors
Public Speaking
Workflow
Financial Forecasting
EBITDA
Valuation
Profit
Microsoft PowerPoint
Construct
Portfolio Management
Capital Markets
Aesthetics
Entry
Bloomberg
English
Photography
Bilingual
Fundraising
Reports
Futures
Strategy
Muscle
Financial Accounting
Microsoft Office
Medicine
Microsoft Excel
Customer Service
Rois
Market Risk
Taiwan
Transitions
Private Equity
Corporate FP&A
Teamwork
Ratios
Research
Capital
Analysis
Social Media
R
Operations Research
Economics
DCF
Debt
Event Planning
Financial Modeling
Data Analysis
Chinese
Managerial Finance
Management Accounting
Modeling
Teasers
Active
Wacc
Marketing
Social Networking
Time Management
Bodybuilding
Business Intelligence
Project Planning
Hair Care
Deal Flow
Basketball
Brokers
Media
LinkedIn
Internal Audit
VAR
Roadmap
Funnel
Studio
Muscle Hypertrophy
Data Science
Real Estate Economics
Powerlifting
LBO
Portfolio
Checklists
Investments
Buy Side
Margin Improvement
Equities
Securities
Profiles
Microsoft Word
Investment Strategies
Fashion
Personal Training
Muscle Tone
Asset
China
Derivatives Trading
Financial Analysis
Lacrosse
Zoho
Budgets
Python
Financial Transactions
Due Diligence
Risk
Conceptual Modeling
Templates
Mandarin
Mergers and Acquisitions
Service Businesses
SWOT analysis
Local Service
Sponsorship
Leadership Experience

Max Summary

Max, based in United States, is currently a Strategic Finance at Shield AI. Max brings experience from previous roles at Franklin Templeton SinoAm Securities Investment Management Inc., Riviera Capital Partners, Ingram Micro and Barclays Investment Bank. Max holds a 2024 - 2026 Master of Business Administration - MBA @ London Business School. With a robust skill set that includes Market, Quantitative Data, Psi, Business Economics, Shanghai and more. Max has 1 emails and 1 mobile phone numbers on RocketReach.