Julian Katz Email & Phone Number

Vancouver, Bc, Ca

Vancouver, British Columbia, Canada

- Co-led in the creation of quarterly, annual and long-term roadmap creation for 100 person Equity Research Team (2023 and 2024)- Co-led initiative to support Customer Success and Sales by leading client/prospect calls to talk through complicated/unique financial business transactions (M&A, Resegmentations, Restatements)- Created and co-hosted twenty minute webinar on the Tegus Models offering for Tegus Converge Customer Conference- Created and co-hosted presentation to 50+ person GTM team educating them on key ICPs and use-cases

Vancouver, British Columbia, Canada

- Co-led in the creation of quarterly and annual roadmap creation for 100 person Equity Research Team (2022)- Developed new product line targeting High Yield investors leading to a greater than 100% increase in ARR from Credit ICPs by leveraging relationships with investors across ten leading High Yield firms across the US and Europe to ensure best possible product/market fit

Vancouver, Canada Area

- Led the two largest sectors at Canalyst (Consumer and TMT) with team sizes ranging from 5 to 16 people-- Teams had highest accuracy rate amongst the company while also leading the company in most downloaded models- Prioritized the development of direct reports while ensuring client timelines were met by leveraging external leadership training, resulting in always on-time project delivery while maintaining the lowest attrition rate amongst managers

Vancouver, Canada Area

- Leveraged analytical, research and valuation skills developed at previous internship to become a lead associate with best-in-class accuracy driven by extreme attention to detail- Created internal standards for the modeling of UK companies including: how to deal with semi annual reports; how to leverage trading updates; and how to leverage like-for-like reporting.

New York, New York