Brooke Maxwell

Background

About Brooke Maxwell

I'm a finance professional with a strong background in underwriting and structuring complex securities-based lines of credit, particularly for high-net-worth individuals and institutional clients. I specialize in reviewing and analyzing portfolios to ensure proper collateralization, risk mitigation, and compliance with internal credit mandates. Throughout my career, I’ve worked closely with relationship managers, risk teams, and legal to deliver tailored credit solutions backed by marketable securities. My experience spans from approving and executing multi-million-dollar SBL facilities to navigating regulatory guidelines and optimizing the client experience. I take pride in delivering efficient, strategic credit decisions that align with both client needs and firm objectives. Whether working on new credit origination or ongoing portfolio monitoring, I bring a high level of accuracy, due diligence, and a collaborative approach to every deal.