Max Herold
Private Client Banker
United States
Summary
👤
Senior🎓
Top SchoolMax Herold is an investment-licensed Private Client Banker with 10 years of experience building and deepening relationships with affluent clients, currently managing a portfolio of 400+ households at JPMorgan Chase. He consistently delivers multi-million-dollar production, top-tier client satisfaction, and disciplined, goals-based financial plans across investments, lending, insurance, and deposit solutions. Known for cross-functional collaboration, Max partners with wealth advisors, home lending, and business bankers to create integrated wealth strategies and improve digital engagement. He has a proven track record of coaching teams, leading branch operations, and scaling referral pipelines from prior leadership roles at PNC. A global-minded professional with international business studies and a background coordinating live broadcast productions, Max brings a blend of operational rigor and creative problem-solving to client advisory work. Now focused on transitioning into a Private Client Advisor role, he’s driven to expand book-building, asset growth, and holistic wealth management outcomes.
10 years of coding experience
Upper Saint Clair High SchoolInternational Business and Language Culture, International Business and Language Culture at John Carroll UniversityBachelor of Applied Science - BASc International Business, Bachelor of Applied Science - BASc International Business at WHU – Otto Beisheim School of Management
English, German
Github Skills (73)
minecraft10
shieldsio10
discord10
discord-bot10
animation9
server-side9
code-behind9
python9
world-of-warcraft9
draw9
pypi9
aseprite8
sdk8
bigcommerce8
cpp8
Programming languages (11)
Github contributions (5)
clemsonMakerspace/CUmakeit
Jun 2020 - Jun 2021
Sign In / Sign Out system for the Clemson Makerspace
Contributions:2 commits, 1 PR in 1 year
sign-inmakerspaceclemsonsign
maxheyn/TorghastTeams
Dec 2020 - Jan 2021
World of Warcraft AddOn for Torghast, Tower of the Damned https://www.curseforge.com/wow/addons/torghastteams
Contributions:7 releases, 121 commits, 8 PRs in 29 days
world-of-warcraft
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