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Maxwell B Heller

from Fort Washington, PA
Age ~43
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Also known as:
Maxwell Melissa Heller, Brandon Heller Maxwell, Jay L Heller, Max Heller, Melissa Heller, Alex Heller
Related to:
Virginia M Deleo, 80Fernando G Borghese, 46Carly Rubenstein, 43Virginia M Keller, 88Wayne P Rubenstein, 69Jack T Blosky, 65Alex B Heller, 38Carly L Rubenstein, 38Melissa J Rubenstein, 43Samantha D Borghese, 42Myrt KellerRandi S Heller, 69Vicki B Rubenstein, 69Jay L Heller, 69
Connected to:
Adrianne C Heller, 44Agnes S Heller, 91Alex J Heller, 39Alexandra S Heller, 37Alexandra J Heller, 41Anne B Heller, 77Annie F Heller, 34Ari D Heller, 34Ayako M Heller, 72Ben E Heller, 71

Maxwell Heller Phones & Addresses

  • Fort Washington, PA
  • 700 Broadmoor Dr, Blue Bell, PA 19422 (610) 239-7035
  • Dresher, PA
  • 30 S 17Th St STE 710, Philadelphia, PA 19103 (215) 627-2870
  • Margate City, NJ
  • Washington, DC
  • Selinsgrove, PA
  • Plymouth Meeting, PA

Work

Company: Hj wealth management, llc Oct 2008 Address: Plymouth Meeting, PA Position: Vice president & retirement plan consultant

Education

Degree: BS School / High School: Susquehanna University 1999 to 2003 Specialities: Accounting

Skills

Retirement Plans • Retirement • 401k • Retirement Plan Consulting • Retirement Income Strategies • Retirement Planning • Profit Sharing • Pensions • Defined Benefit • Savings • IRA's • 529 Plans • Budgeting • Cash Flow • Wealth Management • Financial Planning • Investments • Asset Management • Insurance • Due Diligence • Mergers • Business Valuation • Management Consulting • Business Planning • Financial Modeling • Start-ups • Estate Planning • Financial Analysis • Accounting • Valuation • Strategic Planning • Banking • Income Tax • Strategic Financial Planning • High Net Worth Individuals • Family Business • Family Planning

Awards

- 2009, 2010 and 2011 Leading RIA Firms ... • - Selected as a Presenter at the Pennsyl... • - HJ Wealth was selected to be listed as...

Interests

Yoga, Weight Lifting, Running, Golf, Pro...

Industries

Financial Services

Resumes

Resumes

Maxwell Heller Photo 1

Retirement Plan Consultant & Financial Advisor

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Position:
Vice President & Retirement Plan Consultant at HJ Wealth Management, LLC
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work:
HJ Wealth Management, LLC - Plymouth Meeting, PA since Oct 2008
Vice President & Retirement Plan Consultant
PricewaterhouseCoopers Sep 2003 - Oct 2008
M&A Senior Consultant
Education:
Susquehanna University 1999 - 2003
BS, Accounting Abington Friends School 1997 - 1999
High School
Skills:
Retirement Plans
Retirement
401k
Retirement Plan Consulting
Retirement Income Strategies
Retirement Planning
Profit Sharing
Pensions
Defined Benefit
Savings
IRA's
529 Plans
Budgeting
Cash Flow
Wealth Management
Financial Planning
Investments
Asset Management
Insurance
Due Diligence
Mergers
Business Valuation
Management Consulting
Business Planning
Financial Modeling
Start-ups
Estate Planning
Financial Analysis
Accounting
Valuation
Strategic Planning
Banking
Income Tax
Strategic Financial Planning
High Net Worth Individuals
Family Business
Family Planning
Interests:
Yoga, Weight Lifting, Running, Golf, Professional Networking, Technology, Life Long Learning
Honor & Awards:
- 2009, 2010 and 2011 Leading RIA Firms By Total Assets as Published in Financial Advisor Magazine. - Selected as a Presenter at the Pennsylvania Association of Housing & Redevelopment Agencies Annual Conference on September 14, 2011 in Bedford, Pennsylvania - HJ Wealth was selected to be listed as a NABCAP Premier Advisor in the September 2011 Philadelphia Business Journal
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Maxwell B Heller from Fort Washington, PA, age ~43 Get Report