Max Pabin

Max Pabin

Business Owner

Followers of Max Pabin466 followers
location of Max PabinDallas-Fort Worth Metroplex

Connect with Max Pabin to Send Message

Connect

Connect with Max Pabin to Send Message

Connect
  • Timeline

  • About me

    Regional Investment Consultant

  • Education

    • University of Arkansas Honors College

      2019 - 2023
      Bachelor of Business Administration - BBA Finance and Financial Management Services, Marketing

      Activities and Societies: Sigma Nu Fraternity, Investment Club, ROAR Student Group

  • Experience

    • Lawn Care Business

      May 2017 - Aug 2021
      Business Owner

      •Focused on excellent customer service and relationship management with over 10 clients to maintain satisfaction and retention from season to season by catering to client’s specific requests and needs•Acquired clients through community recommendations and online marketing methods to build the business •Managed each account and listened to customer feedback in order to improve upon the quality of service

    • Dallas Sports Collectors Hub

      May 2021 - Aug 2021
      Marketing and Operations Management

      •Initiated a new method for the purchase, distribution and return of rental materials for vendors at each show in order to save time, frustration, and increase the retention ratio for upcoming events•Constructed new marketing strategies utilizing different social media platforms to target a younger generation of clients and achieve the company’s objective of being a leader in the sport collectors market•Managed entry system for shows to ensure customer satisfaction and prevent extensive wait times across all lines of business•Oversaw the expansion of the company from a small shop to a larger warehouse in response to rapid industry growth•Constructed and implemented a warehouse layout with a team of four colleagues in order to make access to products and tools more efficient for future and current use of materials Show less

    • Fidelity Investments

      Jun 2022 - Aug 2022
      Fidelity Fund and Investment Operations Intern

      •Served as a ScrumMaster for development team in the United States and Ireland covering fund billing, client billing and expense applications•Implemented a new presentation method and tools for 23 squads to present bi-weekly efforts to business stakeholders•Carried out activities of agile management and scrum daily by running meetings and assisting the team with blockers•Assisted with backlog management for the product area by determining business value and eliminating waste

    • Chase

      Nov 2022 - May 2023
      Associate Banker

      •Established long-term relationships by assisting potential, new, and existing customers through channels such as email, phone, and in-person meetings•Applied comprehensive knowledge of banking concepts through account openings, deposits, withdrawals, and investments to tailor advice and solutions for clients•Facilitated the use of Chase’s online banking platforms, such as Chase.com and Chase Mobile, to provide a convenient experience to satisfy all clients’ financial needs•Collaborated with a team of bankers and advisors to ensure a seamless client experience based on each individual’s needs Show less

    • Fidelity Investments

      Jun 2023 - now
      • ETF Specialist, Regional Investment Consultant

        May 2024 - now
      • Investment Sales Associate

        Jun 2023 - May 2024
  • Licenses & Certifications

    • Series 63

      FINRA
      Sept 2023
    • Securities Industry Essentials (SIE)

      FINRA
      Jul 2023
    • Series 7

      FINRA
      Aug 2023
    • Certified ScrumMaster (CSM)

      Scrum Alliance
      Jun 2022