Blue Rose’s Maxwell Wilkinson promoted to Vice President
Minneapolis, MN | January 20, 2023 | Blue Rose Capital Advisors
Maxwell Wilkinson is promoted to Vice President at Blue Rose Capital Advisors.
Mr. Wilkinson joined Blue Rose Capital Advisors in 2016. In his role of Assistant Vice President, he was tasked with providing transaction execution leadership, ensuring that our clients’ debt and debt-related transactions progressed smoothly and efficiently. Mr. Wilkinson has been critical to the development of many internal analytical tools, including related to bond pricing and credit analysis. Furthermore, he has provided tremendous leadership and training to the firm’s analytical staff. Mr. Wilkinson has significant expertise in the preparation of credit and debt capacity analysis and provides leadership on the pricing and execution of fixed rate bond transactions.
In his new role, Mr. Wilkinson will continue to be closely involved in every step of the financing process for clients, from initial capital planning stages all the way through closing. His growing client management responsibilities will include expanding his role as a lead advisor to clients and with respect to the planning and execution of all types of debt, derivative, and reinvestment transactions.
“Max is an exceptionally bright and talented advisor,” said Erik Kelly, President of Blue Rose. “His attention to detail, carefully crafted capital plans, and willingness to go above and beyond in service to the firms’ clients have resulted in a great appreciation for his work. Both we and clients expect great things from Max, and he always delivers.”
Please join us in congratulating Mr. Wilkinson!
Megan Roth, Marketing Manager / Laura Klingelhutz, Marketing Generalist Intern