Max Schoening
Boston,MA
Summary
Analytical finance professional with Series 7, Series 66, and experience managing $4M in client assets. Strong background in investment analysis, portfolio construction, cash flow planning, and client-facing financial strategy. Skilled in Excel, financial modeling fundamentals, and risk assessment, with additional experience in operations and data management from prior work in mortgage finance. Seeking an analyst role in corporate finance, FP&A, investment analysis, or strategic finance.
Overview
4
4
years of professional experience
4
4
Certifications
Work History
Financial Intern
Intelligent Finance Mortgage Brokerage
Sydney, Australia
06.2023 - 08.2023
- Supported daily office operations including document preparation, data entry, and file management.
- Assisted loan officers by organizing client information, reviewing client application packets for completeness, and updating CRM systems.
- Reviewed financial documents for accuracy and compliance with industry standards.
- Collaborated with team members to streamline internal processes for efficiency.
Construction Laborer
Peter Davis Builders
Mercer Island, WA
03.2021 - 07.2021
- Executed demolition and construction projects at private residences across Mercer Island and Seattle area.
- Collaborated with team to complete tasks assigned by manager efficiently.
Financial Advisor
Equitable Advisors
Wellesley, MA
06.2019 - 09.2019
- Managed approximately $4 million in client assets, supporting portfolio allocations and cash flow forecasts.
- Conducted financial analyses to evaluate investment objectives and risk profiles.
- Facilitated discovery and review meetings, presenting data-driven investment recommendations.
- Analyzed market trends to shape long-term client investment strategies.
- Reviewed financial documents for compliance with regulations and policies.
Education
Bachelor of Science - Business Administration, Finance
Chapman University
Orange, CA12.2023
Skills
- Portfolio management
- Risk assessment and mitigation
- Cash flow analysis
- Microsoft Excel proficiency
- Presentation delivery
- Client relationship management
- Market research
Certification
FINRA Series 7
Timeline
Financial Intern
Intelligent Finance Mortgage Brokerage
06.2023 - 08.2023
Construction Laborer
Peter Davis Builders
03.2021 - 07.2021
Financial Advisor
Equitable Advisors
06.2019 - 09.2019
Bachelor of Science - Business Administration, Finance
Chapman University