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 @
- 2024 -now Portfolio Manager @
- 2024 -now Financial Planner @
- 2017 -now Faculty Member @
- 2020 -2024 Financial Planner @
- 2019 -2023 Subject Matter Expert @
- 2016 -2020 Independent Financial Advisor @ Self-Employed
- 2016 -2017 Finance Instructor @
- 2014 -2016 Supervising Agent @
- 2014 -2014 Financial Adviser @ Zero Pollution NGO
- 2010 -2014 Analyst and Portfolio Manager @
- 2009 -2010 Portfolio Manager @ Qilada Investments
- 2006 -2009 Financial Analyst and Assistant Portfolio Manager @ Advanced Level Trading
- 2005 -2006 Trader and Analyst @ Sarah Commercial Investments
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 5 emails on RocketReach.
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