Max Zimmerman

Max Zimmerman

Public Finance Associate @Janney Montgomery Scott LLC

Greenville-Washington, NC, US
MOBILE NUMBERS
+16•••••••48

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WORK HISTORY

Nov 2021 — Present

Public Finance Associate @Janney Montgomery Scott LLC

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EDUCATION

2009 — 2013

Nova Southeastern University

BS, Biology

2005 — 2009

Chase Collegiate School

High School, Liberal Arts and Sciences/Liberal Studies

2013 — 2014

Duke University - The Fuqua School of Business

MMS, Management

SKILLS

Financial ModelingFinancial AnalysisFinanceExcelFinancial TransactionsArticulate PresenterMergers & AcquisitionsProject FinanceCross BorderSelf-ConfidenceBusiness StrategyHealthcareBusiness DevelopmentAcquisitionsMicrosoft ExcelResearchValuationPitching StoriesBloombergManagementStrategyMergersPublic SpeakingBiotechnologyCorporate FinancePublic FinanceData AnalysisInvestment BankingFixed Income

ABOUT MAX ZIMMERMAN

Compensation Consultant. Previously TMT Corporate Banking Relationship Manager II at Wells Fargo; Municipal Markets Associate at BB & T and strategy analyst at Triangle Insights Group, with prior experience in investment banking at FOCUS Bankers and MDGlobal Partners. Experience in Technology, Media and Telecommunications Corporate Banking; Tax-Exempt Financing for healthcare, housing, senior living, CCRCs and education and before that strategy for pharmaceutical and biotechnology companies. Received exposure to buy and sell-side transactions and cross borders M&A in the healthcare sector.Specialties: Data analysis, Excel modeling, Bloomberg, Cross border transactions, Strategy, Healthcare, Business development, Pharmaceuticals, Tax exempt bonds, Municipal bonds, Debt capital markets.

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