Summary
Overview
Work History
Education
Skills
Timeline
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Maxim Horner

Portland,OR

Summary

Finance and Real Estate graduate with experience in financial analysis, client service, and investment planning. Founder of Maxim Investments LLC, where I analyze real estate and investment opportunities and provide financial consulting insights. Highly organized and client-focused professional with strong communication skills and interest in long-term growth within wealth management and financial planning.

Overview

6
6
years of professional experience

Work History

Founder / Financial Consultant

Maxim Investments LLC
01.2023 - Current

• Conduct financial analysis and investment evaluation for real estate and private investment opportunities
• Build financial models including cash flow projections, IRR, and return scenarios
• Provide consulting insights on budgeting, investment strategy, and financial planning concepts
• Manage financial documentation, investment tracking, and reporting
• Communicate financial analysis and investment recommendations to stakeholders

Client Service & Operations

Hospitality Industry (Bartending & Service Roles)
07.2020 - 03.2025

• Delivered high-quality client service in fast-paced environments requiring organization and multitasking
• Managed customer relationships and communications while maintaining professionalism and attention to detail
• Handled financial transactions and reconciliations with accuracy
• Coordinated scheduling, service logistics, and operational workflows

Education

Bachelor of Science - Finance & Management / Leadership

Portland State University
Portland, OR
04-2025

Skills

  • Financial Analysis
  • Investment Evaluation
  • Cash Flow Modeling
  • Excel Financial Modeling
  • Client Relationship Management
  • Microsoft Excel, Word, Outlook
  • Financial Documentation
  • Entrepreneurial and innovative
  • Ethics and integrity
  • Team leadership

Timeline

Founder / Financial Consultant

Maxim Investments LLC
01.2023 - Current

Client Service & Operations

Hospitality Industry (Bartending & Service Roles)
07.2020 - 03.2025

Bachelor of Science - Finance & Management / Leadership

Portland State University