max schaps

financial advisor, portfolio manager, private banking and investment group

About

Merrill Lynch Global Wealth & Investment Management

Country

united states

City

denver

Industry

financial services

Skill

alternative investments, wealth management, investment advisory, finance, portfolio management, asset managment, equities, financial modeling, asset management, financial analysis, asset allocation, banking, due diligence, fixed income, series 7, investment strategies, series 66, options strategies, asset based lending, securities lending, mortgage lending, aircraft finance, unsecured loans, retirement planning, capital markets, wealth management services, credit analysis, loans, credit, financial reporting, securities, private banking, financial advisory, bonds, finra, structured products, commercial lending, separately managed accounts, cash flow, equity valuation, quantitative finance, concentrated stock management, statistical data analysis, investment performance

Experience

staff accountant

mokros & associates cpas

2006-6 - 2007-7 · 1 yr 2 mos

associate manager

timber

2007-7 - 2012-6 · 5 yrs

Private Wealth Management TimBer LLC is a private office that administers the financial affairs of a single family's Trust. TimBer oversees the Trust’s liquid assets, alternative investments, major acquisitions, estate planning, and philanthropic giving. TimBer also manages the Trust's day-to-day accounting, cash flows, properties, insurance, private aviation, and provides comprehensive financial reporting.