Maxwell Green

Maxwell Green is a seasoned professional with extensive experience in client management and support within the financial services industry. Currently serving as Client Experience Resolutions Manager at Adhesion Wealth Advisor Solutions since July 2023, Maxwell leads the development and improvement of the Client Experience process. Prior experience includes roles such as Transaction Coordinator at Better, Wealth Management Client Associate at Merrill Lynch, and Relationship Manager at Bank of America, showcasing a strong background in operational support and client relationship management. Earlier positions include customer service roles at Argo Tea and Starbucks, highlighting a solid foundation in sales and team leadership. Maxwell holds an education from the Borough of Manhattan Community College.