JonesTrading
Max B. has a diverse work experience in the financial industry. Max started their career at ThinkEquity as an Institutional Equity Salesperson from May 2019 to March 2020. Max then joined Brookline Capital Markets as a member of their Equity Capital Markets team from March 2020 to September 2022. Currently, Max is working at JonesTrading as an Investment Banking Senior Associate, focusing on Equity Capital Markets, since September 2022. In January 2023, they were promoted to the position of Vice President in the same field.
Max B. attended The University of Alabama from 2014 to 2018, where they earned a Bachelor of Business Administration (BBA) degree in Finance and Economics. In 2018, they also obtained certifications in Series 63 and Series 7 from FINRA (Financial Industry Regulatory Authority).
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JonesTrading
JonesTrading is one of the oldest and largest executing equity trading firms in the U.S. and is a worldwide leader in equity block trading. Since 1975, the sole focus of JonesTrading has been creating liquidity for institutional and corporate clients on an unconflicted basis. The ability to provide a secure, trusted platform connecting a diverse group of market players enables the firm to unlock liquidity, providing best-quality execution for larger and more complex trades. JonesTrading has been a trusted, high touch execution partner for institutional money managers and hedge funds for over 40 years. We understand the intricacies of execution and the importance of anonymity. Through our network of over 100 registered representatives we source liquidity from over 1,500 institutions and hedge funds in addition to virtually every exchange and dark pool. We are able to secure advantageous prices across the greatest number of markets in a timely manner, without revealing client intent. We remain neutral and clients remain anonymous, minimizing market impact and opportunity costs. Refer to the Firm's website ("Our Companies") for relevant disclosures: https://www.jonestrading.com/