Max Møller

Max Møller currently serves in Client Success at Masttro, providing white glove account management for ultra-high-net-worth clients and leveraging advanced technology and AI tools for financial professionals. Prior to this role, Max held various positions including Financial Planning and Analysis Manager at Lincoln Financial Group, GWIM Sr Operations Officer at Merrill Lynch, and Associate Director of Client Engagement at SS&C Technologies, where responsibilities included managing key client relationships and leading client engagement teams. Max's earlier experience includes consulting on the Emoney platform and building client service models for SaaS products. Max holds a Bachelor's degree in Finance and Financial Management Services from the University of North Florida and studied Marine Biology at the University of South Florida.