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Max Buchanan, CFP®

Max Buchanan, CFP®

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  • Timeline

  • About me

    Operations Manager at UBS

  • Education

    • Don Bosco Preparatory High School

      2007 - 2011

    • Fairfield University

      2011 - 2015
      Bachelor's degree Accounting and Finance

      Activities and Societies: Division I Men's Lacrosse

  • Experience

    • UBS

      Dec 2015 - now

      • Operations Manager

        Jun 2021 - now

      • Assistant Operations Manager

        Sept 2018 - Jun 2021

      • Financial Advisor

        Jul 2016 - Sept 2018

      • Training Financial Advisor

        Dec 2015 - Jul 2016

  • Licenses & Certifications