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Max Schrager

Senior Account Executive, Mid-market & Enterprise at Pontera

Max Schrager has several years of experience in the finance industry with a focus on sales and account management. Max worked as an Account Executive at Pontera, where they managed and traded retirement accounts for financial advisors. Prior to this, Max worked at Bloomberg LP, starting as a Financial Products Sales & Analytics Intern and then transitioning to roles such as Equity & Portfolio Analytics and Account Manager. At Bloomberg, they had full sales cycle ownership and was responsible for new business development and partnerships with various financial institutions. Max also gained experience as a Summer Analyst at LEÓN, MAYER & Co.

Max Schrager attended Ransom Everglades School from 2008 to 2012, where they completed their high school education. Following this, they went on to attend Tulane University - A.B. Freeman School of Business from 2012 to 2016. During their time at Tulane, Max earned a Bachelor of Science degree with a focus on Finance and Entrepreneurial Management.

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Timeline

  • Senior Account Executive, Mid-market & Enterprise

    January 1, 2024 - present

  • Account Executive, Mid-Market

    October, 2022

  • Account Executive

    July, 2021