Matthew Maxwell
Banking / Loans
About Matthew Maxwell:
I bring 5 years of industry experience. I am passionate the work that I do and the positive impact on our communities. I maintain skills in financial statement analysis, working knowledge of the SBA SOP, underwriting Mergers and Acquisition, commercial real estate and other collateralized loans. My background is in consumer banking and wealth management. Therefore I maintain FINRA licenses and working knowledge of a wide variety of investment vehicles, with a focus on long-term planning.
Experience
- Credit Analyst 2yrs
- Private Client Banker (Investments) 2yrs
- Personal Banker 1yr
- Life Insurance Agent 1yr
Education
B.A. Economics: Minors in Business and Communications
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