
Max Pabin
Business Owner

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About me
Regional Investment Consultant
Education

University of Arkansas Honors College
2019 - 2023Bachelor of Business Administration - BBA Finance and Financial Management Services, MarketingActivities and Societies: Sigma Nu Fraternity, Investment Club, ROAR Student Group
Experience

Lawn Care Business
May 2017 - Aug 2021Business 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 2021Marketing 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 2022Fidelity 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 2023Associate 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 - nowETF Specialist, Regional Investment Consultant
May 2024 - nowInvestment Sales Associate
Jun 2023 - May 2024
Licenses & Certifications

Series 63
FINRASept 2023
Securities Industry Essentials (SIE)
FINRAJul 2023
Series 7
FINRAAug 2023
Certified ScrumMaster (CSM)
Scrum AllianceJun 2022
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