Max Widmer Location
- Dublin, OH, US
Max Widmer Work
- 2023 -now Portfolio Manager @
- 2013 -2023 Client Portfolio Manager @
- 2009 -2013 Director - Head Investment Managemet @
- 2007 -2009 Director - Desk Head, UBS I Key Client Coordinator, Miami @
- 2003 -2007 VP - Portfolio Manager @
- 2001 -2002 Director Product Management @
- 1998 -2001 AVP - Investment Product Advisor Private Banking and Private Investments, Miami @
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.
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Looking for a different Max Widmer?
Find contact details for 700 million professionals.
Others Named Max Widmer
Max Widmer
Gemeindeschreiber
Zürich, ZH, CH
Max Widmer
Fachexperte Planung und Steuerung
Switzerland
Top First Merchants Corporation Employees
Dave Decraene
Managing Director - Sponsor Finance
Indianapolis, IN, US
Curt Stephenson
President and CEO
Muncie, IN, US
Douglas White
First Vice President and Senior Wealth Manager
Muncie, IN, US
Terri Matchett
President and CEO
Muncie, IN, US
Tom Ross
Managing Director
South Bend, IN, US
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5 free lookups.
Search the #1 Contact Database
Get contact details of over 700M profiles across 60M companies - all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension.
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API.
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co