Axel Martinez Email & Phone Number

Denver, CO, US

Menlo Park, California, US

Southlake, TX, US

Boulder, Colorado, US

• Prepared quarterly client meeting materials for ultra-high net worth clients (Spreadsheets, reports, and slide decks, Salesforce) by running reports on APX and relaying crucial data.
• Developed a new Line-Of-Credit management spreadsheet in Excel to track the open interest on loans with flexible time and credit management features.
• Gathered and labeled financial data transactions using NETX360. The then labeled Pershing Activity would then be used for financial reporting and audit reports.
• As a compliance measure for the firm to manage vendor privacy risk, I transferred essential vendors from QuickBooks and Bill.com to Venminder.

Denver, Colorado, US

• Worked closely with leadership team in a startup environment to serve the needs of manufacturing, bookkeeping, and Statutory Compliance with Sales Tax Nexus Registration.
• Managed, updated inventory, and paid invoices by recording information into Enterprise systems such as Cin7, Zero, and Bill.com.
• Created and designed a production data log system using Google Forms and Sheets to gather and track data on employees production time and output.

Shelby Twp, MI, US

• Established and managed an exterior painting business grossing over $43,000 in revenue within my local community.
• Produced 60+ leads by organizing and implementing a marketing strategy that included canvassing, distributing fliers, and social media marketing.
• In charge of interviewing, hiring, training, and leading a total of six Student employees making up the marketing and painting teams.
• Maintaining client relationships and provide clients with timely top-quality service.

• Assisted David Hekman (Professor of Management and Entrepreneurship at the University of Colorado Boulder) by analyzing and logging research articles for a research database