Max Petrie Email & Phone Number
Retirement Plan Consultant and Relationship Manager, Accredited Investment Fiduciary @ KAF Wealth Management
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Max Petrie Location
- Braintree, MA, US
Max Petrie Work
- 2002 -now Retirement Plan Consultant and Relationship Manager, Accredited Investment Fiduciary @
- 2002 -now Client Services Manager @ KAF Financial Advisors, Tom Hoffman
- 2000 -2002 Online Services Specialist @
- 1999 -2002 Retirement Plan Specialist and Online Services Specialist @
- 1999 -2000 Retirement Specialist @
- 1999 -1999 Intern @ G. Edwards & Sons, Inc
Max Petrie Education
- University of Pittsburgh Katz Graduate School of Business
Accredited Investment Fiduciary (Fiduciary Best Practices)
2007-2007 - Union College
BA (Double: Economics & Spanish)
1995-1999 - Francis Ouimet 1995-1999
- Hingham High School 1991-1995
Max Petrie Skills
- Retirement Planning
- Retirement
- Series 63
- 401k
- Asset Allocation
- Pensions
- Customer Retention
- Customer Service
- Problem Solving
- Series 6
- 403 b
- Retirement Plan Consulting
- Qualified Retirement Plans
- Fiduciary Services
- Long-term Customer Relationships
- Retirement Plan Design
- Portfolio Management
- Finance
- Financial Advisory
- Qualified Retirement
- Mutual Funds
- Long Term Customer
- Sales
- Retirement Plan
- Investments
- Long Term Customer Relationships
- Wealth Management
- Microsoft Office
- Strategic Planning
- Banking
- Project Management
Max Petrie Summary
- Max Petrie, based in Braintree, MA, US, is currently a Retirement Plan Consultant and Relationship Manager, Accredited Investment Fiduciary at KAF Wealth Management. Max Petrie brings experience from previous roles at KAF Financial Advisors, Tom Hoffman and Fidelity Investments. Max Petrie holds a 2007 - 2007 Accredited Investment Fiduciary in Fiduciary Best Practices @ University of Pittsburgh Katz Graduate School of Business. With a robust skill set that includes Retirement Planning, Retirement, Series 63, 401k, Asset Allocation and more. Max Petrie has 3 emails and 1 mobile phone numbers on RocketReach.
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