Max Melvan

Max Melvan has a diverse work experience spanning several industries. Max is currently working at Shiftboard as a Customer Success Manager since March 2021. Prior to Shiftboard, Max worked at Cision as an Onboarding Consultant from July 2019 to March 2021. Before that, they were an Onboarding Consultant at Kestra Financial from May 2018 to July 2019. Max also held roles in Advisory Operations and Account Services at Kestra Financial from July 2017 to May 2018 and February 2017 to June 2017, respectively. Earlier in their career, Max worked as an Investment Strategist at TrestleBridge Capital from January 2016 to January 2017. Max's earliest work experience was as a Training Camp Intern at Houston Texans in 2013.

Max Melvan attended The University of Texas at Austin from an unknown start year until 2015, where they obtained a Bachelor's Degree in Economics with a Minor in Business Administration. Max also has additional certifications in Series 66 and Series 7, obtained from the Financial Industry Regulatory Authority (FINRA).