Max Michelson Email & Phone Number
Director - Treasury Capital Markets, Balance Sheet Strategy @ Charles Schwab
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Max Michelson Location
- Chicago, IL, US
Max Michelson Work
- Director - Treasury Capital Markets, Balance Sheet Strategy @ (August 2025 - Present)
- SVP, Senior Portfolio Manager - Bank Securities Portfolio @ (February 2022 - August 2025)
- VP, Portfolio Manager, Specialist @ (February 2020 - March 2022)
- 2nd VP - Senior Interest Rate Flow Manager @ (September 2016 - February 2020)
- Funds Distribution (Associate) @ (August 2015 - August 2016)
- Institutional Fixed Income Sales and Trading Analyst @ (June 2013 - July 2015)
- Applied Investment Management @ (January 2012 - May 2013)
- Intern @ Cimarron Alternative Investment Funds (May 2012 - August 2012)
- Intern @ (June 2010 - August 2011)
Max Michelson Education
- Marquette University
Bachelor of Business Administration (B.B.A.) (Finance)
2009-2013
Max Michelson Skills
- Asset Management
- Asset and Liability Management (ALM)
- Bloomberg
- Bloomberg Terminal
- Capital Markets
- Communication
- DCF
- Debt Financing
- Equity Research
- Finance
- Financial Leadership
- Fixed Income
- Fixed Income Strategies
- Hedge Funds
- Investment Management
- Investment Strategies
- Investments
- Marketing
- Microsoft Excel
- Microsoft Office
- Microsoft Word
- Mutual Funds
- Portfolio Management
- Presentations
- Sales
- Salesforce.com
- Series 63
- Series 7
- Social Networking
- Treasury Management
- Valuation
- trading
Max Michelson Summary
- Max Michelson, based in Chicago, IL, US, is currently a Director - Treasury Capital Markets, Balance Sheet Strategy at Charles Schwab. Max Michelson brings experience from previous roles at Northern Trust Corporation and Guggenheim Partners. Max Michelson holds a 2009 - 2013 Bachelor of Business Administration (B.B.A.) in Finance @ Marquette University. With a robust skill set that includes Asset Management, Asset and Liability Management (ALM), Bloomberg, Bloomberg Terminal, Capital Markets and more. Max Michelson has 3 emails and 1 mobile phone numbers on RocketReach.
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