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Maxwell Lane
Business Analyst at Openfolio
Maxwell Lane is currently the Head of Business Development at Openfolio, a personal investing startup that allows users to connect their investment portfolios and compare performance against community benchmarks. He has a background in wealth management, having started his career with the International Private Equity Services team at UBS before transitioning to Openfolio.
Career Highlights
- Openfolio: Lane worked as a Product Manager from November 2015 to June 2017 before taking on his current role in business development. His contributions have been pivotal in shaping the platform's user engagement and product offerings.
- UBS: Prior to Openfolio, he held various positions at UBS, including Licensed Client Services Representative and Operations roles, which provided him with a strong foundation in financial services.
- Education: Maxwell holds a degree from the University of San Diego and was a Fulbright Scholar in Spain.
Contributions
Lane has been involved in discussions about democratizing investment strategies, emphasizing that average investors can achieve results similar to wealthier individuals if they leverage available tools and knowledge effectively.123 His insights into financial technology reflect his commitment to improving financial literacy and accessibility for all investors.
Highlights
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Location
New York, New York
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Clay can make mistakes, so please verify responses. Data is from public sources. Trademarks are property of their respective owners.
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