Max Julian Email and Phone Number
I am committed to making an impact by helping others, with a focus on equipping people with the essential skills for financial literacy and retirement planning. I hold a degree in Business Administration from San Jose State University and am pursuing a career in financial planning and advisement, where I can guide individuals towards a more secure future. My journey began within the wine industry, where I was able to connect with customers to understand their specific wants and needs around wine. Learning about different varietals and finding wines that best fit palettes and expectations allowed me to make confident recommendations to my guests. I intend on taking this exact philosophy, and applying it to financial planning.I am dedicated to removing the financial burden of planning for your long term future. I aim to help you leverage your resources towards the best possible future. One of my most significant goals is to inspire and promote growth within everyone I meet and work with. I am driven with a desire to see others succeed and create an environment that fosters personal and collective development.
Northwestern Mutual
View- Website:
- northwesternmutual.com
- Employees:
- 31224
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Nerd Nation Financial Client Success AssociateNorthwestern Mutual Jun 2024 - PresentRedwood City, California, United StatesFinancial Associate with Chris Andrews and Nerd Nation Financial of Northwestern Mutual. https://www.nerdnationfinancial.com -
Sales AssociateTestarossa Winery Aug 2021 - Jun 2024Los 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. -
Order FulfillmentTestarossa Winery Jun 2021 - Dec 2021Los 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. -
General Winery WorkerTestarossa Winery Apr 2021 - Aug 2021Los Gatos, California, United States -
Finance & Investment InternBlink C.V. Jan 2024 - Mar 2024• 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.• Visited offices in Amsterdam, Netherlands and Barcelona, Spain -
General Winery WorkerThe Mountain Winery Sep 2019 - Jan 2020Saratoga, 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• Property Management/Maintenance -
Team LeadMorty'S Cafe May 2019 - Aug 2019Logan, 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
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Team MemberMorty'S Cafe Apr 2019 - May 2019Logan, Utah, United States
Max Julian Education Details
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Undergraduate -
Business Administration And Management, General -
High School Diploma
Frequently Asked Questions about Max Julian
What company does Max Julian work for?
Max Julian works for Northwestern Mutual
What is Max Julian's role at the current company?
Max Julian's current role is Client Success Associate @ NNF.
What schools did Max Julian attend?
Max Julian attended San Jose State University, West Valley College, Los Gatos High School.
Who are Max Julian's colleagues?
Max Julian's colleagues are Yanna Guo, Jeffrey Schmelter, Amanda Wadsworth, John Daniel, Nathan Schroer, Kate Kane, Jill Kobin.
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Max Julian
Dearborn Heights, Mi -
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Max Julian
United States1yahoo.com -
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