Max Moller Location
Jacksonville, FL, US
Max Moller Work
- 2025 - now Client Success @ Masttro
- 2023 - 2025 Associate Director, Client Engagement @ SS&C Technologies
- 2021 - 2025 Sr Manager, Relationship Management @ SS&C Technologies
- 2019 - 2025 Client Service Manager, Salentica @ SS&C Technologies
- 2017 - 2025 Client Advocate @ SS&C Technologies
- 2015 - 2017 GWIM Sr Operations Officer, Team Lead @ Merrill Lynch
- 2013 - 2013 Emoney Consulting @ Onsite Planning & Consulting
- 2007 - 2013 Financial Planning and Analysis Manager @ Lincoln Financial Group
Max Moller Education
- University of North Florida
Bachelor's degree (Finance and Financial Management Services, Concentration in Investment Management)
2003 - 2007 - University of South Florida
Undergrad (Marine Biology and Biological Oceanography)
2002 - 2004
Max Moller Skills
- Microsoft Excel
- Microsoft Office
- Microsoft Word
- Long-term Care
- Investments
- Long Term Care
- Leadership
- Social Media
- Negotiation
Max Moller Summary
Max Moller, based in Jacksonville, FL, US, is currently a Client Success at Masttro. Max Moller brings experience from previous roles at SS&C Technologies. Max Moller holds a 2003 - 2007 Bachelor's degree in Finance and Financial Management Services, Concentration in Investment Management @ University of North Florida. With a robust skill set that includes Microsoft Excel, Microsoft Office, Microsoft Word, Long-term Care, Investments and more. Max Moller has 2 emails and 2 mobile phone numbers on RocketReach.
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