Maxwell Moore Email & Phone Number
Portfolio Manager @ Birch Wealth Management
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Maxwell Moore Location
- New York, NY, US
Maxwell Moore Work
- Portfolio Manager @ (March 2026 - Present)
- Equity Research Analyst @ (January 2026 - March 2026)
- Senior Associate, Equity Research @ (August 2022 - January 2026)
- Equity Research Associate @ (January 2020 - March 2022)
- Junior Account Manager @ (November 2017 - January 2020)
- Operations Processing Analyst @ (November 2015 - May 2017)
- Project Supervisor @ (July 2015 - September 2016)
- UMass sports contributor for Hustle Belt Blog on SB Nation @ Hustle Belt (February 2014 - September 2015)
Maxwell Moore Education
- University of Massachusetts at Amherst - Isenberg School of Management
Bachelor of Business Administration - BBA (Finance and Economics)
2013-2017
Maxwell Moore Skills
- Microsoft Office
- Management
- Microsoft Word
- Project Management
- Social Media
- Microsoft Excel
- Social Networking
- Communication
- Thrive In A Fast Paced Environment
- Public Speaking
- Google Apps
- Critical Thinking
- Editing
- Deadline Oriented
- Sports
- Strategic Planning
- Analysis
- Organizational Effectiveness
- Sales
- Report Writing
Maxwell Moore Summary
- Maxwell Moore, based in New York, NY, US, is currently a Portfolio Manager at Birch Wealth Management. Maxwell Moore brings experience from previous roles at Citi and Manning & Napier. Maxwell Moore holds a 2013 - 2017 Bachelor of Business Administration - BBA in Finance and Economics @ University of Massachusetts at Amherst - Isenberg School of Management. With a robust skill set that includes Microsoft Office, Management, Microsoft Word, Project Management, Social Media and more. Maxwell Moore has 2 emails and 2 mobile phone numbers on RocketReach.
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