Maxwell Cahn
Partner at Three Pillars Capital
- Role
- Wealth Management Advisor at Northwestern Mutual
- Location
- Pittsburgh, PA, US
- LinkedIn followers
- 500 followers
About Maxwell Cahn
Max\'s career at Northwestern Mutual has provided him with a wide breadth of experiences…
Experience
Wealth Management Advisor
Oct 2012 — Present · Pittsburgh, PA, US
Max works with clients to implement strategies to help them achieve their financial goals and build relationships so that he can continue to help them plan their needs as they change.http://maxwellcahn.nm.com/Areas of Expertise Include:• Business Continuation Planning • Business Risk Management • Business Succession Planning • Business Valuation Planning • Estate Planning • Financial Planning • Retirement Planning • Special Needs Planning • Life Insurance Planning • Long Term Care Planning • Disability Income Planning • Education Funding • Employee and Executive Benefits Planning
Education
Robert Morris University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
2009 — 2013
Skills
- Life Insurance
- Time Management
- Powerpoint
- Estate Planning
- Customer Service
- Microsoft Word
- Employee Benefits
- Microsoft Office
- Retirement Planning
- Financial Analysis
- Series 65
- Microsoft Excel
- Series 63
- Series 7
- Strategic Financial Planning
- Series 6
- Disability Insurance
- Financial Planning
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