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Maxwell Ballo possesses a robust background in financial planning and client management, demonstrating significant expertise across multiple roles. As an Account Manager at Tock since May 2021, responsibilities include adoption, customer development, retention, and program management. Prior experience includes serving as a Client Success Analyst at Bridge Financial Technology, focusing on onboarding and support management, and a Financial Planner at Plancorp, LLC, where duties encompassed investment management and estate planning. Maxwell's career began with an internship in Private Wealth Management at Ameriprise Financial Services, Inc., and earlier experience includes a role as a Graduate Employee at AJ Capital Partners. Educational qualifications include a Bachelor of Applied Science in Financial Planning and Services from the University of Wisconsin-Madison, complemented by a high school diploma from Pomfret School.