Max Levin is an Associate at Reference Point with experience supporting a diverse range of strategic initiatives at both large and small financial institutions. His creative approach allows him to use quantitative and qualitative data to produce unique solutions to meet the clients ever changing challenges. Most recently he supported the mobilization and integration of an acquisition involving two leading financial services firms. There he supported the team’s efforts in the areas of cross-firm communication and coordination, status reporting, and information sharing processes.
While working as a financial analyst at JPMorgan Chase his ingenuity and attention to detail improved the efficiency and accuracy of many daily processes. While working at a boutique financial services firm, his understanding of the economic markets led to many successful trades, helping to generate alpha for the firm. When he was a commander and soldier for a special force’s unit in the military, Max’s bravery helped save the lives of over a dozen soldiers while in the mists of battle. He was awarded a purple heart and his team an honor of excellence within the special force’s community.
Max graduated Cum Laude from Columbia University with a Bachelor of Arts in Financial Economics.
We understand complexity firsthand and have successfully navigated the challenges faced by global financial services firms. With our diverse skills and experience, we deliver innovative solutions while maximizing target performance and minimizing disruptions and risk.