Maximilian Wegener CFA

Director Sales and Team Lead: Large tickets, refinancing, partnerships and strategic sales projects • Large tickets/special situations and team lead of senior key account managers • Build-up of partnership department, initial momentum creation and staffing with employees • Co-responsibility with Co-Founder for negotiation of refinancing facilities

• Responsibility for mandate acquisition, negotiation and execution of trades worldwide • International expansion of asian business and integration into existing commercial strategy • Development of strong business relationships in corporate treasury and banking industry • Leader of digitalisation and blockchain initiatives to incumbent business • Recruitment, training, coaching and leadership of other team members • Member of the future leaders program with individual coaching

Tutor for Corporate Governance • Teaching, coaching and grading of 3 tutorial groups (15 students, each 4 hours/week) • Coaching of students in presentation skills and analytical competencies • Knowledge connection to other subject areas

Equity Trading Department and Department Rotation • Monitoring and documentation of trading strategies • Daily research with Bloomberg and financial modeling • Department rotation: settlement, money markets, agency business, treasury, securities finance, compliance, accounting, credit and risk

Part-time job • Customer service and tasks for guests and management • Management of the car pool and training of new staff

Part-time studies

• Elective: Financial Statement Analysis and Valuation • Thesis: “The performance of European mutual funds investing in smaller companies”

• Cum laude – Graduation with distinction • "Investors optimal response to stock price bubbles"