Years of experience: 21

Tax AdvisorM&A ExpertTax ProfessionalFinancial PlannerCFOAccountant

Trust Score

Exceptionally trusted; proven professional excellence.

80%
Max's Career Path
President and CEOOct. 2006 -
Present
Max Financial President and CEO
Miami, 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 R...
AuditOct. 2005 -
Aug. 2006
KPMGAudit
I 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
Territory ManagerJan. 2004 -
Oct. 2005
I 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 residentia...