Maxim Email & Phone Number
Financial Planner and Portfolio Manager @ Treff
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Maxim Location
- Calgary, AB, CA
Maxim Work
- Financial Planner and Portfolio Manager @ (August 2024 - Present)
- Portfolio Manager @ (August 2024 - Present)
- Financial Planner @ (August 2024 - Present)
- Faculty Member @ (September 2017 - Present)
- Financial Planner @ (September 2020 - August 2024)
- Subject Matter Expert @ (March 2019 - December 2023)
- Independent Financial Advisor @ Self-Employed (May 2016 - July 2020)
- Finance Instructor @ (November 2016 - December 2017)
- Supervising Agent @ (September 2014 - May 2016)
- Financial Adviser @ Zero Pollution NGO (May 2014 - August 2014)
- Analyst and Portfolio Manager @ (September 2010 - May 2014)
- Portfolio Manager @ Qilada Investments (February 2009 - September 2010)
- Financial Analyst and Assistant Portfolio Manager @ Advanced Level Trading (October 2006 - February 2009)
- Trader and Analyst @ Sarah Commercial Investments (June 2005 - October 2006)
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
- Portfolio Management
- Retail Banking
- Analysis
- Trade Finance
- Commercial Banking
- MENA
- Analytical Skills
- Banking
- Corporate Credit
- Arabic
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 4 emails and 1 mobile phone numbers on RocketReach.
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