Max Neilson

High Net Worth Client Case Representative, Senior Associate

Max Neilson is a Business Management graduate focusing on Management Information Systems from The Pennsylvania State University's Smeal College of Business. Experienced in finance, operations, and leadership roles, Max has worked as a High Net Worth Client Case Representative, Senior Associate at Vanguard since 2025, following positions in financial sales and operations. Max has also interned in finance and operations at Pinemere Camp, where they contributed to cost-saving analyses and team management. In 2023, Max held an outside operations role at Penn State University, ensuring exceptional service and facility maintenance.

Location

West Chester, United States

Links


Org chart

This person is not in the org chart


Teams

This person is not in any teams


Offices

This person is not in any offices