Max Rooney Email & Phone Number
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Max Rooney Location
- Burlington, VT, US
Max Rooney Work
- Senior Wealth Advisor | SVP @ (December 2021 - Present)
- LPL Financial Planner @ Wilmington Advisors @ M&T (December 2021 - Present)
- Financial Consultant @ (April 2021 - December 2021)
- Wealth Management Advisor @ (August 2014 - April 2021)
- Financial Advisor @ (May 2007 - July 2014)
- Residential Advisor @ (August 2006 - May 2008)
Max Rooney Education
- Yale School of Management
Investment Management (Theory, and Practice)
2017-2018 - University of Vermont
Bachelor of Science (Business Administration- Management Concentration and Economics Minor)
2006-2009 - Keene High School
General HS Diploma
2001-2005 - The American College of Financial Services
Financial Planning Certificate (ongoing education)
Max Rooney Skills
- Financial Planning
- Wealth Management
- Holistic Financial Planning
- Certified Financial Planner
- Investment Strategies
- Retirement Income Strategies
- Financial Services
- Private Wealth Management
- Family Wealth Management
- Retirement Plan Consulting
- Insurance
- Investments
- Retirement Planning
- Strategic Financial Planning
- Trusting Relationships
- Long-term Care
- Life Insurance
- Disability Insurance
- Employee Benefits
- Retirement
- Financial Planners
- Financial Analysis
- Securities
- Leadership
- Mutual Funds
- Risk Management
- Series 63
- Series 6
- Finance
- Estate Planning
- Long Term Care Insurance
- IRAs
- Wealth Accumulation
- 401k
- Financial Advisory
- Asset Allocation
- Term Life Insurance
- Wealth
- Portfolio Management
- Asset Management
- Sales
- Management
- Marketing
- Planning
- Long Term Care
- Student Affairs
Max Rooney Summary
- Max Rooney, based in Burlington, VT, US, is currently a LPL Financial Planner at Wilmington Advisors @ M&T. Max Rooney brings experience from previous roles at Wilmington Trust, Fidelity Investments, TIAA and Northwestern Mutual. Max Rooney holds a 2017 - 2018 Investment Management in Theory, and Practice @ Yale School of Management. With a robust skill set that includes Financial Planning, Wealth Management, Holistic Financial Planning, Certified Financial Planner, Investment Strategies and more. Max Rooney has 2 emails and 1 mobile phone numbers on RocketReach.
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