Max Novak Email & Phone Number
Co-Founder and Financial Planner @ Novak Financial Partners
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Max Novak Location
- Carbondale, IL, US
Max Novak Work
- Co-Founder and Financial Planner @ (April 2025 - Present)
- Director of Client Success @ (May 2025 - Present)
- Director of Membership @ (April 2022 - April 2025)
- Client Service Manager @ Moneta Group (November 2019 - April 2022)
- Associate Vice President @ (February 2018 - September 2019)
- Product Expert @ (August 2016 - February 2018)
Max Novak Education
- Southern Illinois University, Carbondale
Master of Business Administration (M.B.A.)
2014-2016 - Southern Illinois University, Carbondale
Bachelor of Business Administration (B.B.A.) (Business Administration and Management, General)
2012-2014
Max Novak Skills
- Customer Service
- Marketing
- PowerPoint
- Social Media
- Research
- Social Media Marketing
- Project Management
- Sales
- Real Estate
- Event Planning
- Microsoft Excel
- Salesforce.com
- Leadership
- Time Management
- Teamwork
- Social Networking
Max Novak Summary
- Max Novak, based in Carbondale, IL, US, is currently a Co-Founder and Financial Planner at Novak Financial Partners. Max Novak brings experience from previous roles at Domain Money, Facet, Moneta Group and Personal Capital. Max Novak holds a 2014 - 2016 Master of Business Administration (M.B.A.) @ Southern Illinois University, Carbondale. With a robust skill set that includes Customer Service, Marketing, PowerPoint, Social Media, Research and more. Max Novak has 3 emails and 2 mobile phone numbers on RocketReach.
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