MK

Max Kimmel

Vice President - Private Banker

Max Kimmel has extensive experience in banking and finance, having held various positions at Citi from June 2020 to January 2023, including Senior Associate - Client Service Officer, Vice President - Associate Banker, and Vice President - Private Banker. Kimmel excelled in delivering wealth management services to law firm clients, managing client transactions, and coordinating account maintenance. Recognition includes winning the 2018 Client Service Excellence Award. Prior roles include serving as a Financial Representative at Northwestern Mutual, where financial planning and client relationship management were emphasized, and working as a Recreation Attendant for the Village of Rockville Centre, ensuring the safety of children in a recreational setting. Kimmel holds a double major in Accounting and Finance from the University of Pittsburgh.

Location

New York City Metropolitan Area, United States

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