Moneta Group
Max Osman is currently a Senior Client Service Manager at Moneta, a position held since January 2021, after previously serving as a Client Service Manager. Prior experience includes a role as a Merchandiser at Total Wine & More and significant experience at Saint Louis University as a University Ambassador, where duties included leading admission tours and providing customer service. Involvement in extracurricular activities includes serving as the Information Chair for Beta Theta Pi, mentoring potential new members, and leading first-year students as an Oriflamme Leader. Max also completed internships in finance at Boeing, where analyses and presentations to senior leadership were performed, and in marketing at Horizon Hobby, where marketing programs were developed. Education was obtained from Saint Louis University from 2016 to 2020.
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Moneta Group
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Moneta provides a full spectrum of financial planning services to successful individuals and families, empowering them to navigate life’s path and protect what they cherish.