Maxwell Lalone, CFA

Sr. Analyst - Risk & Innovation at Principal Asset Management
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Contact Information
us****@****om
(386) 825-5501
Location
Seattle, US

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Experience

    • United States
    • Investment Management
    • 700 & Above Employee
    • Sr. Analyst - Risk & Innovation
      • Mar 2023 - Present

      Seattle, Washington, United States

    • Analyst - Risk & Innovation
      • Mar 2022 - Mar 2023

      Seattle, Washington, United States

    • Analyst with Principal Global Asset Allocation
      • Mar 2020 - Mar 2022

      Seattle, Washington, United States

    • Analyst with Principal Portfolio Strategies
      • May 2018 - Mar 2020

      Des Moines, Iowa Area

    • Investment Data Analysis Intern
      • May 2017 - May 2018

      Des Moines, Iowa

    • United States
    • Investment Management
    • 700 & Above Employee
    • Equities: Portfolio Analysis and Reporting Intern
      • Jan 2016 - Jan 2017

      Des Moines, Iowa Area Maintained and understood activities within equity funds. Performed light accounting work and various reporting tasks. Participated and won first annual business competition.

    • Computers and Electronics Manufacturing
    • 1 - 100 Employee
    • Sales Associate
      • Dec 2012 - Dec 2015

      Worked with owners and managers to maintain clientele, maintained and worked sales floor, installed custom entertainment solutions while traveling.

    • Hospitality
    • 1 - 100 Employee
    • Lifeguard
      • 2012 - 2013

      Storm Lake Worked as a lifeguard to uphold customer safety. Interacted with guests to keep customer satisfaction levels high. Went through swim instructor training and helped train new guards.

Education

  • Johns Hopkins University Advanced Academic Programs
    Master of Science - MS, Applied Economics
    2019 - 2024
  • Iowa State University - Ivy College of Business
    Bachelor's degree, Finance
    2013 - 2018
  • Iowa State University - Ivy College of Business
    Minor, Economics
    2013 - 2018
  • Iowa State University - College of Liberal Arts and Sciences
    Minor, Computer Science
    2013 - 2018

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