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Maxwell S. Wilkinson
Assistant Vice President
Max Wilkinson joined Blue Rose Capital Advisors in 2016. In his role of Assistant Vice President, he is tasked with growing client management responsibilities, in particular ensuring that our clients’ transactions progress smoothly and effectively throughout the financing process. He has significant expertise in the preparation of credit and debt capacity analysis and is experienced with the pricing and execution of fixed rate bond transactions, direct purchase bonds, and derivative and reinvestment products. Mr. Wilkinson is closely involved in every step of the financing process for clients, from initial capital planning stages all the way through closing.
Prior to joining Blue Rose, Mr. Wilkinson worked as a Reinsurance Analyst intern at the London office of JLT Re (now Guy Carpenter), where he provided analytical support as part of JLT’s property and casualty brokerage teams. Mr. Wilkinson also worked for years as a member of Yale’s chapter of the global nonprofit organization AIESEC, where he served on the executive board as Vice President of Business Development in 2015.
Mr. Wilkinson holds a bachelor's in economics from Yale University. He passed the MSRB Series 50 Examination to become a qualified municipal advisor representative and the MSRB Series 54 Examination to become a qualified municipal advisor principal.