Max Wilber Email & Phone Number
Senior Product Manager | Tax-aware Reporting @ Charles Schwab
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Max Wilber Location
- Denver, CO, US
Max Wilber Work
- Senior Product Manager | Tax-aware Reporting @ (September 2021 - Present)
- Senior Business Systems Analyst | Associate Vice President @ (February 2013 - September 2019)
- Custom Solutions Engineer @ (July 2011 - February 2013)
- Business Systems Analyst @ (November 2008 - July 2011)
- Quantitative Financial Research Analyst @ Thomson Reuters Lipper (October 2007 - September 2008)
Max Wilber Education
- University of Colorado Boulder
Bachelor of Science — BS (Applied Mathematics)
2004-2008 - University of Colorado Boulder
Graduate Certificate (Artificial Intelligence)
2026
Max Wilber Skills
- Agile Project Management
- Application Programming Interfaces (API)
- Artificial Intelligence (AI)
- Backlog Management
- Benchmarking
- Computational Finance
- Cross-functional Team Leadership
- Data Architecture
- Data Integration
- Data Modeling
- Data Quality
- Direct Indexing
- Distributed Systems
- Enterprise Architecture
- Extract, Transform, Load (ETL)
- FinTech
- Financial Data
- Financial Modeling
- Financial Technology
- GitHub Copilot
- Machine Learning
- Microsoft SQL Server
- Non-Functional Requirements
- Performance Measurement
- Performance Reporting
- Platform Strategy
- Portfolio Accounting
- Portfolio Analytics
- Product Management
- Product Road Mapping
- Product Strategy
- Python (Programming Language)
- Quantitative Analytics
- Quantitative Finance
- Quantitative Research
- R (Programming Language)
- Regulatory Compliance
- Requirements Analysis
- SQL
- Solution Architecture
- Stakeholder Management
- Statistical Analysis
- Supervised Learning
- Systems Analysis
- Tax-aware Investing
- Technical Product Management
- Technical Writing
- Unsupervised Learning
- User Story Development
- Wealth Management
Max Wilber Summary
- Max Wilber, based in Denver, CO, US, is currently a Senior Product Manager | Tax-aware Reporting at Charles Schwab. Max Wilber brings experience from previous roles at Wells Fargo, SS&C Advent and Thomson Reuters Lipper. Max Wilber holds a 2004 - 2008 Bachelor of Science — BS in Applied Mathematics @ University of Colorado Boulder. With a robust skill set that includes Agile Project Management, Application Programming Interfaces (API), Artificial Intelligence (AI), Backlog Management, Benchmarking and more. Max Wilber has 5 emails and 3 mobile phone numbers on RocketReach.
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