Maxim Email & Phone Number

Financial Planner and Portfolio Manager @ Treff

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Maxim Location

Calgary, AB, CA

Maxim Work

2024 - now Financial Planner and Portfolio Manager @ Treff
2024 - now Portfolio Manager @ Palos Wealth Management Inc.
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2024 - now Financial Planner @ Customplan Financial Advisors Inc.
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2017 - now Faculty Member @ Southern Alberta Institute of Technology (SAIT)
2020 - 2024 Financial Planner @ Investors Group
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2019 - 2023 Subject Matter Expert @ Advocis
2016 - 2020 Independent Financial Advisor @ Self-Employed
2016 - 2017 Finance Instructor @ Lambton College in Toronto
2014 - 2016 Supervising Agent @ American Income Life Insurance Company AO
2014 - 2014 Financial Adviser @ Zero Pollution NGO

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Maxim Education

Memorial University of Newfoundland
Master of Business Administration (M.B.A.)
2014 - 2016
University of Jordan
BA Finance (Mainly Finance & Accounting)
2006 - 2010
Moscow State Institute of International Relations (University) MFA Russia (MGIMO
NA (Economics/ Politics)
2009 - 2009

Maxim Skills

Corporate Finance
Credit Analysis
Finance

Russian
Credit Risk
Financial Analysis
Investments
Management
Credit
Loans

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Maxim Summary

Maxim, based in Calgary, AB, CA, is currently a Financial Planner and Portfolio Manager at Treff. Maxim brings experience from previous roles at Palos Management Inc., Customplan Financial Advisors Inc., Southern Alberta Institute of Technology (SAIT) and IG Wealth Management. Maxim holds a 2014 - 2016 Master of Business Administration (M.B.A.) @ Memorial University of Newfoundland. With a robust skill set that includes Corporate Finance, Credit Analysis, Finance, Russian, Credit Risk and more. Maxim has 5 emails on RocketReach.

Maxim Emails

Found 5 emails

Maxim Phone Numbers

Found 2 phone numbers

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