Max Trachten Email & Phone Number
Associate Financial Planner @ Kreitler Financial
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Max Trachten Location
- New Haven, CT, US
Max Trachten Work
- 2026 -now Associate Financial Planner @
- 2021 -2026 Investment Operations Associate | Financial Professional @
- 2020 -2020 Event Services Specialist (Game Day) @
- 2020 -2020 Transition Consultant @
- 2019 -2019 Private Wealth Management Associate @
- 2017 -2019 Admin Support, Summer Reception, and Business Development Intern @
- 2018 -2018 Financial Representative @
- 2017 -2017 Student Shadow @
- 2016 -2016 Lacrosse Camp Coach @ Camp Laurelwood
Max Trachten Education
- Indiana University Bloomington
Bachelor's Degree (Sport Management & Financial Literacy)
2017-2021 - Amity Regional High School
High School Graduate (High School/Secondary Diplomas and Certificates)
2013-2017
Max Trachten Summary
- Max Trachten, based in New Haven, CT, US, is currently a Associate Financial Planner at Kreitler Financial. Max Trachten brings experience from previous roles at Barnum Financial Group, Boston Cannons, Wells Fargo Advisors and Morgan Stanley. Max Trachten holds a 2017 - 2021 Bachelor's Degree in Sport Management & Financial Literacy @ Indiana University Bloomington. Max Trachten has 2 emails and 1 mobile phone numbers on RocketReach.
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