Max Burgin

Background

About Max Burgin

I am striving to be the best version of myself. Currently, I’m a Relationship Banker at Wells Fargo. In my role, I am responsible for building and maintaining strong customer relationships, understanding clients' financial needs, and helping them meet their goals by offering a range of customized financial products and services. I also work to discover opportunities to introduce clients to financial advisors when appropriate. Within this role, I am developing my skills in understanding diverse client needs, offering tailored solutions, and managing a book of business. In the past, I’ve educated clients on their investments and helped them organize their financial accounts. I’ve also worked alongside a small business to help them manage their revenue cycle. I’m hoping to leverage my experience into a new opportunity within wealth management to pursue my interests in financial planning and learning more about shifting markets. Outside of work, I love to go skiing, mountain biking, travel when I’m able to, and spend time with my friends in Salt Lake.