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Work Background
Max Financial President and CEO
Oct. 2006Miami, Florida, United StatesWe are a financial advisory and management consulting firm located in Downtown Miami, serving U.S based entrepreneurs and foreign investors. Our Max Financial Team includes CPAs (Certified Public Accountants), Investment Advisers, Real Estate Brokers, and Attorneys, whose mission is to support our clients in critical areas such as Entity Management, Tax Planning and Preparation, IRS-FDR Tax Representation, Integrated Accounting and Financial Reporting Systems. We also combine financial consulting services such as SBA Loan Applications, M&A Deal Support, and Financial Restructurings, typically provided by management consulting firms, with services that only a Certified Public Accounting Firm can provide, such as CPA-issued financial Statements, Business Valuations, Due Diligence, and Litigation support services. Our typical clients are local business owners whose business revenues are between $2 and $100M, or foreign investors with real estate and operational investments, and local offices in South Florida. We are conveniently located in the second floor of the Chase Bank Building in Downtown Miami at 150 SE 2nd Ave Suite 205, Miami Florida 33131. Please contact us via phone at (305) 707-8007 or via email at max@maxfinancialteam.com.
KPMGAudit
Oct. 2005 - Aug. 2006I was an Auditor in the Miami office, participating in the SOX Audit of public filers. Among them: - Autonation
- Fox Pan Am
- Ryder Systems
- SBS Communications
- Terramark Worlwide
American Standard - Trane CoTerritory Manager
Jan. 2004 - Oct. 2005I was offered a position to develop a Territory in the South Florida Area. Among my duties: - Graduate from the elite STEP Program, for executives in the HVAC industry conducted by GE managers from GE residential. - Develop a Territory initially of $ 750,000 into $ 1,500,000 by the end of first year through the growth of existing dealers and the strategic addition of dealers in the residential and light commercial markets. Territory expanded further by adding new construction and commercial contracts among my dealer base. I signed on more than $ 3 M of future New Construction Contracts for the then, near future. - Conduct training for the dealers in all the steps of the Sales Process, Budgeting, Design and Implementation of Sales Team Compensation Systems and other Business areas. - Conversion of Engineers, Architects and other Construction professionals to Trane Equipment, and Comfort Systems. - Planning and Execution of meetings, and events to increase dealer loyalty and increase market share within their business. - Education of dealers into all relevant business areas, to increase their leadership and management abilities.
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