Max Whittaker Email & Phone Number
Financial Planning Associate @ Beacon Private Wealth Management
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Max Whittaker Location
- Denver, CO, US
Max Whittaker Work
- 2024 -now Financial Planning Associate @
- 2023 -2024 Student Portfolio Manager - Reiman Fund and Marsico Fund @
- 2023 -2023 Staff Accountant @
- 2022 -2022 Venture Capital Analyst @
Max Whittaker Education
- University of Denver
Master of Science - MS (Finance)
2023-2024 - University of Denver
Bachelor of Science - Business Administration (Finance)
2019-2023 - Marist Catholic High School 2015-2019
Max Whittaker Summary
- Max Whittaker, based in Denver, CO, US, is currently a Financial Planning Associate at Beacon Private Wealth Management. Max Whittaker brings experience from previous roles at University of Denver - Daniels College of Business, Ultimus LeverPoint Private Fund Solutions and Rockies Venture Club. Max Whittaker holds a 2023 - 2024 Master of Science - MS in Finance @ University of Denver. Max Whittaker has 1 emails and 1 mobile phone numbers on RocketReach.
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