Max Julian Email & Phone Number

Redwood City, California, United States

Financial Associate with Chris Andrews and Nerd Nation Financial of Northwestern Mutual. https://www.nerdnationfinancial.com

Los Gatos, California, United States

• Develop long-term relationships with customers and clients of the winery; ensure that each person has a positiveand consistent experience that falls in line with standards.
• Train new employees in roles across the winery including winery worker, sales associate, and order fulfillment.
• Generate daily sales reports and work with department to optimize sales using new methods and pitches.
• Continuously update product and industry expertise to adopt a customer-centric sales approach; Grasp clientneeds and pose pertinent questions to match them with the most suitable product tailored to preferences.
• Contribute to department’s 18% annual revenue growth by maximizing sales and efficiency.

Los Gatos, California, United States

• Played a key role in supervising and participating in the rollout of a revamped curbside organization andprocedure, designed to optimize efficiency within the fulfillment department and enhance labor productivity.
• Handled curbside inventory and maintained daily count of orders to predict future business and pickups.
• Led an intimate team through operations with minimal management supervision; Delegated tasks to the team andconsistently completed various department projects on time.

Los Gatos, California, United States

• Aided due diligence and research of deals resulting in investments with new and existing partners.
• Collaborated with the accounting team to reconcile accounts using Odoo and ensure accurate and timelycompletion of annual reports. Simultaneously facilitated the 1099 process for 25+ partners within a tight deadline.
• Compiled quarterly valuations, revenues, and EBITDA data for over 200 SMEs across 17 impact funds; Analyzedand presented to management for use in determining portfolio health and evaluation of investment strategy.
• Compared and contrasted over 50 fund opportunities based on several factors such as management, inception,size, key investors, asset class, and previous deals.
• Gathered SDG and impact focus data; subsequently used MS Excel to map, visualize, and analyze large dataset ofcompanies to determine success of current impact strategy.
• Assisted in development of risk management tool by collecting and analyzing VC/PE annual deal data.

Saratoga, California, United States

• Set-up and tear-down for concerts or large scale private events
• Effective communication with Colleagues & Superiors
• Basic forklift and pallet jack skills
• Clean and organize property
• Physical labor
• Organization

Logan, Utah, United States

• Cleaning, Organizing, Opening and Closing the restaurant
• Balancing Register at open and close; Prep for daily operations
• Provided consistent and positive customer service
• Team leader role; Led an intimate team through daily operations. Ensuring positive experiences with all guests and handing any customer complains. Took on leadership responsibilities in the absence of a manager.
• Food Handling
• Cash handling, counting, & balancing

Logan, Utah, United States

Bachelor Of Business Administration - B.S., Business Administration/Management, Undergraduate

Business Administration And Management, General

High School Diploma

Activities and Societies: Los Gatos Rowing Club (2014-2017)