Max S. Troiani

Background

About Max S. Troiani

Skills: Investment Research/Analysis/Strategy Investment Portfolio Management Equity Research Financial Services Consulting Private Banking/Client/Relationship Management Skills Profile: I am an agile recent grad with internship experience in investments and equity research coupled with a recently completed Bachelor of Science in Economics/Finance and a certificate in finance from a world-class institution. I have recently joined TerraPact as a Senior Associate, Real Estate Acquisitions. My strength is that I am skilled at learning on the fly, mastering financial modeling using Excel, analyzing financial statements, working effectively with all stakeholders and engaging clients constructively. Noteworthy Achievement: I served as a leader of my college investment group aptly named Bentley Investment Group where I helped manage a $950K investment account. Additionally, I facilitated educational training utilizing Bloomberg and FactSet fundamentals to systematically evaluate market trends, monitor portfolio names, screen equities (XOM, ECL) and examine price fluctuations of commodities (Oil, NG). Additionally, I held two successful internships in investment banking and financial consulting with first-class organizations-experiences that provided ample growth and development opportunities.