Directory

>

Max Callen

avatar

Max Callen

Senior VP, Financial Advisor | D.A. Davidson Companies

Lincoln, Nebraska, United States

View contact details (it's free)

Max Callen

Summary

Max Callen is a seasoned financial professional with extensive experience in asset management and investment strategies. Currently serving as the Senior VP and Financial Advisor at D.A. Davidson Companies in Lincoln, Nebraska, he has a proven track record in banking and financial services. With a career spanning over four decades, Max has held significant roles at Smith Hayes Financial Services and the National Bank of Commerce, showcasing his deep-rooted expertise in finance and risk management. His leadership experience and strategic planning skills have led to successful wealth management solutions for clients. Outside of his professional endeavors, Max is known for his commitment to team building and fostering strong client relationships. His passion for financial analysis and portfolio management continues to drive his career forward in an ever-evolving industry.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Max Callen

Work Experience

company logo

Senior VP, Financial Advisor at

D.A. Davidson Companies

April 2016 - Present

company logo

Senior VP at

SMITH HAYES Financial Services

April 1987 - April 2016

company logo

Vice Pres at

National Bank Of Commerce

January 1974 - January 1984

Logos provided by Logo.dev

Frequently Asked Questions about Max Callen

What is Max Callen email address?

Max Callen's primary email address is **********@dadavidson.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Max Callen work for?

Max Callen is a Senior VP, Financial Advisor at D.A. Davidson Companies, a company specializing in Other Financial Investment Activities.

How can I directly contact Max Callen?

To contact Max Callen directly, you can use the email address **********@dadavidson.com. Complete contact information is available upon registration with Muraena.

Who is Max Callen?

Max Callen is a seasoned financial professional with extensive experience in asset management and investment strategies. Currently serving as the Senior VP and Financial Advisor at D.A. Davidson Companies in Lincoln, Nebraska, he has a proven track record in banking and financial services. With a career spanning over four decades, Max has held significant roles at Smith Hayes Financial Services and the National Bank of Commerce, showcasing his deep-rooted expertise in finance and risk management. His leadership experience and strategic planning skills have led to successful wealth management solutions for clients. Outside of his professional endeavors, Max is known for his commitment to team building and fostering strong client relationships. His passion for financial analysis and portfolio management continues to drive his career forward in an ever-evolving industry.

Max`s contact details

mail

**********@dadavidson.com

Colleagues

avatar
Cfp Brian Brown Cpfa

Senior Vice President, Financial Consultant, Branch Manager

avatar
Rick Bellinger

Vice President - Institutional Sales

avatar
Cws Michael Jackson

Senior Vice President, Financial Advisor, Branch Manager

avatar
Michael Forbes

Financial Advisor, Senior VP, Co-Branch manager at D.A. Davidson Wealth Management

Mike Zimmer

senior Vice President

avatar
Benjamin Wilhelm

Vice President

avatar
Jim Zuberbuhler

Associate Vice President, Financial Consultant

avatar
Lisa Smith

Senior Vice President, Financial Advisor, Portfolio Manager

avatar
Charles Bankard Cfa

Associate Vice President, Public Finance Analyst

Jim Kerr

President

View Contact details (it's free)
Request Profile Removal