Kian Ramezani Email & Phone Number

San Francisco, California, United States

• Serve as sales representative for Buy-side Asset Management Accounts ($283B AUM).• Partner with specialty teams to strategically grow accounts YoY by providing clients with software solutions.o Developed and executed comprehensive account plans for strategic clients, driving sustained revenue growth and fostering long-term, mutually beneficial partnerships.o Successfully transitioned onto several key accounts during the last fiscal year, including meeting with C-Suite stakeholders in person and establishing myself as a partner. o Spearheaded strategic initiatives for GenAI tools that improved internal processes and enhanced service delivery.o Addressed client concerns and adapted to their evolving needs in portfolio management, ensuring continued engagement and loyalty.o Negotiated multi-year contracts to secure revenue in inflationary environment.

San Francisco, California, United States

• Covered book of premiere multi-asset/fixed income accounts ($193B AUM).o Worked with internal and client-facing data specialists to maintain and renovate FactSet portfolio reporting processes (holdings uploads, analytics generation, flat file delivery). o Established relationships with Portfolio Managers, VPs, analysts, and associates. o Exceeded user retention rate with 89.9% retention.

San Francisco Bay Area

• Completed six-month Client Associate Program including training and rotational program.

San Luis Obispo, California Area

- Helped organize first-ever Diversity in Finance Day, with the goal of generating discussion about race, diversity and organizational culture with the investment profession.

San Luis Obispo, California, United States

-Took part in a year long senior project actively managing a portfolio for the University's Endowment Fund.-Conducted market research to develop macro view of different sectors.-Constructed financial models and used Monte Carlo simulations to value stocks.