Max Widmer Email & Phone Number
Portfolio Manager @ First Merchants Corporation
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Max Widmer Location
- Dublin, OH, US
Max Widmer Work
- Portfolio Manager @ (August 2023 - Present)
- Client Portfolio Manager @ (January 2013 - April 2023)
- Director - Head Investment Managemet @ (April 2009 - January 2013)
- Director - Desk Head, UBS I Key Client Coordinator, Miami @ (June 2007 - January 2009)
- VP - Portfolio Manager @ (January 2003 - May 2007)
- Director Product Management @ (June 2001 - December 2002)
- AVP - Investment Product Advisor Private Banking and Private Investments, Miami @ (November 1998 - May 2001)
Max Widmer Education
- CFA Institute
CFA Charterholder (Finance)
1998-2001 - Graduate School of Business Administration Zurich
Bachelor Business Administration
1986-1990 - FINRA Series 3, 7, 63
Max Widmer Skills
- Multi-Asset
- Global Macro L/S
- Commodities
- Communication
- Analytical Skills
- Customer Relationship Management (CRM)
- Sales
- Alternative Investments
- Asset Allocation
- Asset Management
- Bloomberg
- Business Planning
- Banking
- Capital Markets
- Derivatives
- Equities
- Investment Management
- Wealth Management Services
- Mutual Funds
- Portfolio Management
- Wealth Management
- Investments
- Fixed Income
- Securities
- Financial Risk
- Emerging Markets
- Financial Advisory
- Negotiation
- Strategy
- Investment Strategies
- Structured Products
- Management
- Hedge Funds
- Investment Banking
- Private Banking
Max Widmer Summary
- Max Widmer, based in Dublin, OH, US, is currently a Portfolio Manager at First Merchants Corporation. Max Widmer brings experience from previous roles at Invesco US, Deutsche Bank (Suisse), UBS International and Merrill Lynch. Max Widmer holds a 1998 - 2001 CFA Charterholder in Finance @ CFA Institute. With a robust skill set that includes Multi-Asset, Global Macro L/S, Commodities, Communication, Analytical Skills and more. Max Widmer has 2 emails and 5 mobile phone numbers on RocketReach.
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