Financial Consultant

Maxwell Braun

Bellevue, WA *********@*****.*** 510-***-****

Summary

Passion for helping consumers and businesses increase productivity and make better decisions to reach objectives. Focused on opportunities that emphasize quantitative and empirical evidence to drive decision making.

Professional Experience

Equitable Advisors LLC. Bellevue, WA

Financial Consultant (June 2019 - Present)

• Help dozens of employees build, preserve and grow retirement savings

• Develop cash flow analyses and retirement forecasts to assure clients will outlive their assets

• Educate state employees about their unique benefits and how they can be protected, utilized and optimized in planning and transitioning

• Unstructured calendar that requires advisors to build out their own schedule and drive production Graduate Hotel Seattle. Seattle, WA

Front Desk Staff (January 2019 - June 2019)

• Schedule on-site events, often with short notice

• Acted as an assistant to internal departments by connecting contacts to appropriate parties United Parcel Service. Oakland, CA

Package Handler/Supervisor (June 2018 - August 2018)

• Delegate tasks to team members in order to complete required daily activities

• Transport and secure packages for proper transfer Education

The University of Washington. Seattle, WA (15’-19’)

• BA in Political Economy

Other Experience

University of Washington Men’s Lacrosse Club (15’-17’)

• A student-run organization that required participants to communicate with each other, organize travel, delegate team responsibilities and be punctual Volunteer at The Alameda County Food Bank (13’-15’)

• Organizing and dividing produce and packaged food intended for registered parties Certifications

• Series 7. General Securities Representative (FINRA)

• Series 66. Uniform Combined State Law (FINRA)

• Life and Disability Producer’s License (WA and CA)

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