MZ

Max Zormelo

Linkedin Profile
Vice President, PGIM Fixed Income Finance at Prudential Financial | Glen Ridge, New Jersey, United States
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About Max Zormelo

  • Max Zormelo is a seasoned finance executive currently serving as Vice President of PGIM Fixed Income Finance at Prudential Financial, where he leads the Financial Planning and Analysis (FP&A) team for a global, active $850 billion fixed income investment manager. In this pivotal role, Max...
    Max Zormelo is a seasoned finance executive currently serving as Vice President of PGIM Fixed Income Finance at Prudential Financial, where he leads the Financial Planning and Analysis (FP&A) team for a global, active $850 billion fixed income investment manager. In this pivotal role, Max is instrumental in advising the executive leadership team, providing critical insights into financial forecasts, performance metrics, and risk assessments. His expertise lies in transforming complex financial data into actionable insights, enabling stakeholders to make informed decisions swiftly. Max's leadership style emphasizes collaboration and team building, fostering an environment where diverse perspectives are valued and encouraged. His ability to distill intricate financial concepts into core essentials not only enhances communication but also provokes thoughtful discussions that drive strategic initiatives. He is adept at preparing investor presentations that effectively convey the firm’s financial health and investment strategies, ensuring that key stakeholders are aligned with the organization’s objectives. With a strong foundation in accounting and finance, Max possesses a deep understanding of capital markets, private equity, and fixed income analysis. His strategic vision and analytical prowess have been pivotal in navigating the complexities of the investment management landscape, particularly in a rapidly evolving global economy. As he continues to lead his team at Prudential Financial, Max remains committed to enhancing financial performance and driving sustainable growth through innovative financial strategies and robust risk management practices.
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  • Max Zormelo Work

    • Vice President, PGIM Fixed Income Finance at Prudential Financial in January 2018 to January 2024
    • Vice President, US Business Finance at Prudential Financial in January 2015 to January 2018
    • Vice President at Evercore Partners in January 2011 to January 2015
  • Max Zormelo Skills

    • Market ResearchStrategic ThinkingEnterprise Risk Management
      Research SkillsTeam LeadershipCorporate LawAccountingCommunity EngagementFinancial ServicesInterpersonal SkillsStrategic LeadershipPricing StrategyFinancial ReportingBudgetingAnnual PlanningStrategic InitiativesKey Performance IndicatorsOffice 365DiplomacyCritical ThinkingFiscal ManagementBudget DevelopmentStrategic PlanningReporting & AnalysisOperating BudgetsBusiness ReviewsBusiness InsightsBoard PresentationsVariance AnalysisProblem SolvingThinking SkillsAttention to DetailFundamental AnalysisBuy-sideInterpersonal CommunicationCommunicationSecurity Analysis (Securities)Financial PerformanceInvestment AnalysisBusiness ContinuityEnvironmental, Social, and Governance (ESG)Corporate CommunicationsInvestor DevelopmentWorking with InvestorsShareholder CommunicationsFinancial ResultsInvestor PresentationsCorporate DevelopmentFinancial ForecastingBloombergMergers & Acquisitions (M&A)Workable SolutionsRelationship DevelopmentP&L ManagementHelping PeopleData ProductsTeam BuildingFinancial AdvisoryAnalytical SkillsExecutive LeadershipMicrosoft ExcelMicrosoft PowerPointFund of Funds (FOF)ETFsInvestment StrategiesFinanceInsuranceStrategyExecutive ManagementValuationFinancial ModelingCapital MarketsEquity ResearchFinancial AnalysisInvestmentsDue DiligenceEquitiesFixed IncomeInvestment BankingCorporate FinancePrivate EquityHedge FundsEmerging MarketsActuarial ScienceInvestor RelationsFinancial Statement AnalysisFixed Income AnalysisFixed Income StrategiesEquity Research AnalysisEquity ValuationStructured FinanceAsset ManagementInvestment ManagementEquity Capital MarketsForecastingLeadershipLife InsuranceP&C InsuranceRating Agency RelationsCredit rating

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  • About Max Zormelo's Current Company

  • Frequently Asked Questions about Max Zormelo

    • What is Max Zormelo email address?
      Email Max Zormelo at m***o@gmail.com and m***o@prudential.com. This email is the most updated Max Zormelo email found in 2024.
    • What is Max Zormelo phone number?
      Max Zormelo phone number is +19737480452.
    • How to contact Max Zormelo?
      To contact Max Zormelo send an email to m***o@gmail.com or m***o@prudential.com. If you want to call Max Zormelo try calling on +19737480452.
    • What company does Max Zormelo work for?
      Max Zormelo works for Prudential Financial
    • What is Max Zormelo's role at Prudential Financial?
      Max Zormelo is Vice President, PGIM Fixed Income Finance
    • What industry does Max Zormelo work in?
      Max Zormelo works in the Financial Services industry.

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