Julian Gonzalez Email & Phone Number

Stamford, CT, US

King Of Prussia, Pennsylvania, United States

As a Sales Associate, I served as the primary representative of the brand, delivering exceptional customer experiences in-store. My role involved engaging with a diverse clientele to ensure each customer had a memorable visit, leveraging my knowledge of products, brand, and community. I actively contributed to meeting sales and productivity goals, utilized.

Stamford, Connecticut, United States

• Served as Financial Analyst part of the Process and Automation team. By taking a consultative approach in support of performance reporting services organization, I identified and implemented solutions to automate.
• Built and audited performance reporting platform data, attribution, and report templates in support of end client reporting, specifically Addepar, Black Diamond, and Solovis.
• Subject matter expert on SmartSheet to Monday conversion for Data Solutions department for project plan migration as part of post-Mirador and iCapital merger business integration. Designing process documents and.
• Designed product development strategy, including alternative investment education platform, Addepar training course, and professional insight panel as part of defining iCapital’s business development opportunity to.
• Designed, built, tested, and deployed automation using Power Automate to extract and store, at scale, thousands of documents for historical backfill, data reconciliation, and client service purposes to streamline.
• Backfilled historical financials from client portals based on client methodology using Excel by analyzing capital account, capital call and distribution statements.

Stamford, Connecticut, United States

• Wall Street immersion program with focus on Wall Street’s history, derivatives, alternatives, the economy, and the federal reserve, and networking with Wall Street professionals.

Stamford, Connecticut, United States

Greenwich, Connecticut, United States

• Analyzed and presented findings by synthesizing company 10K reports, cashflow statements, income statements, and balance sheets.
• Collaborated with an analyst on a case study of LPL Financial Holdings gaining insight on company structure, differentiation, and financial success, ultimately pitching the stock to managing director.
• Performed a study on broker dealer and RIA custodians, back and middle office service providers, and franchising.

Westport, Connecticut, United States

• Created a first lien by second lien financial model for Otter Learning in collaboration with an analyst.
• Presented a persuasive pitch of Otter Learning to the firm, highlighting investment risks and opportunities, growth opportunities, and showcasing effective communication and presentation skills.
• Performed a study on the early education and training services industry and franchising.

Greenwich, Connecticut, United States

• Synthesized 10K reports, cashflow statements, income statements, and balance sheets into a pitch presentation of Micron Technology.
• Rotational internship assisting Operations, Sales, Marketing, Finance with priority business tasks.

Bachelor Of Science - Bs, Psychology And Economics Minor, Senior

Activities and Societies: Executive Board Member and Treasurer for Latin American Student Organization (LASO), Executive Board Member and.

High School Diploma

Activities and Societies: Founder of People of Color Affinity Group