Maxwell McKenna

Maxwell McKenna

Sales Manager

Followers of Maxwell McKenna728 followers
location of Maxwell McKennaRaleigh, North Carolina, United States

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  • Timeline

  • About me

    CRA at Fidelity Investments

  • Education

    • Davidson College

      2020 - 2024
      Bachelor's degree PPE (Political Science, Philosophy and Economics)
    • Stowe Middle/High School

      2016 - 2020
  • Experience

    • Edelweiss Deli

      Jun 2018 - Jul 2020
      Sales Manager
    • Stowe Tennis Club

      Jun 2018 - Jul 2020
      Coach
    • Max Squared Services

      Aug 2018 - Jan 2022
      Co-Founder
    • Spire Hospitality

      Dec 2020 - Jan 2021
      Desk Attendant
    • STERLING LEGACY

      May 2022 - Aug 2022
      Financial Analyst Intern

      -Leveraged bespoke financial modeling tool to assist in underwriting-Attended meetings with property managers and company asset managers to maintain peak efficiency of operations -Engaged in research of core/core-plus multifamily housing communities using technical analyses such as VestMaps and CoStar-Assisted with the analysis, due diligence and closing of a $12 million affordable housing property

    • Columbus & Over Group

      Jun 2023 - Aug 2023
      Sales Intern

      - Conducted comprehensive market research, focused on property sales data, market trends, and pricing statistics for luxury residential properties in the Boston area- Utilized Excel to synthesize complex data sets into informed recommendations for senior leader audience- Transformed aggregated data sets into engaging and detailed articles to provide actionable insights to consumers in the luxury segment

    • Advent International

      Jul 2023 - Jul 2023
      Private Equity Job Shadow
    • Fidelity Investments

      Aug 2024 - now
      Customer Relationship Advocate
  • Licenses & Certifications

    • Series 7

      FINRA
    • Series 63

      NASAA
      Nov 2024
    • Financial Markets (with Honors)

      Coursera
      Jul 2022
      View certificate certificate
    • Real Estate Broker/Sales Agent

      Freedom Trail Realty School, Inc
    • Securities Industry Essentials (SIE)

      FINRA
      Sept 2024
  • Volunteer Experience

    • Career Coach

      Issued by America Needs You on Apr 2025
      America Needs YouAssociated with Maxwell McKenna
    • InvestWrite Essays Judge

      Issued by SIFMA Foundation on Mar 2025
      SIFMA FoundationAssociated with Maxwell McKenna
    • Service Trip to Peru

      Issued by Stowe Middle/High School on Apr 2019
      Stowe Middle/High SchoolAssociated with Maxwell McKenna
    • Food Server

      Issued by Veterans Day Breakfast on Nov 2016
      Veterans Day BreakfastAssociated with Maxwell McKenna