Maxwell Lalone, CFA
Sr. Analyst - Risk & Innovation at Principal Asset Management- Claim this Profile
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Bio
Experience
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Principal Asset Management
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United States
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Investment Management
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700 & Above Employee
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Sr. Analyst - Risk & Innovation
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Mar 2023 - Present
Seattle, Washington, United States
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Analyst - Risk & Innovation
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Mar 2022 - Mar 2023
Seattle, Washington, United States
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Analyst with Principal Global Asset Allocation
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Mar 2020 - Mar 2022
Seattle, Washington, United States
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Analyst with Principal Portfolio Strategies
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May 2018 - Mar 2020
Des Moines, Iowa Area
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Investment Data Analysis Intern
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May 2017 - May 2018
Des Moines, Iowa
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Principal Asset Management
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United States
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Investment Management
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700 & Above Employee
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Equities: Portfolio Analysis and Reporting Intern
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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.
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Zone Home Entertainment
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Computers and Electronics Manufacturing
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1 - 100 Employee
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Sales Associate
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Dec 2012 - Dec 2015
Worked with owners and managers to maintain clientele, maintained and worked sales floor, installed custom entertainment solutions while traveling.
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King's Pointe Resort
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Hospitality
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1 - 100 Employee
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Lifeguard
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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.
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Education
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Johns Hopkins University Advanced Academic Programs
Master of Science - MS, Applied Economics -
Iowa State University - Ivy College of Business
Bachelor's degree, Finance -
Iowa State University - Ivy College of Business
Minor, Economics -
Iowa State University - College of Liberal Arts and Sciences
Minor, Computer Science