Max Julian

Max Julian Email and Phone Number

Client Success Associate @ NNF @ Northwestern Mutual
milwaukee, wisconsin, united states
Max Julian's Location
Los Gatos, California, United States, United States
About Max Julian

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.

Max Julian's Current Company Details
Northwestern Mutual

Northwestern Mutual

View
Client Success Associate @ NNF
milwaukee, wisconsin, united states
Employees:
31224
Max Julian Work Experience Details
  • Northwestern Mutual
    Nerd Nation Financial Client Success Associate
    Northwestern Mutual Jun 2024 - Present
    Redwood City, California, United States
    Financial Associate with Chris Andrews and Nerd Nation Financial of Northwestern Mutual. https://www.nerdnationfinancial.com
  • Testarossa Winery
    Sales Associate
    Testarossa Winery Aug 2021 - Jun 2024
    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.
  • Testarossa Winery
    Order Fulfillment
    Testarossa Winery Jun 2021 - Dec 2021
    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.
  • Testarossa Winery
    General Winery Worker
    Testarossa Winery Apr 2021 - Aug 2021
    Los Gatos, California, United States
  • Blink C.V.
    Finance & Investment Intern
    Blink 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
  • The Mountain Winery
    General Winery Worker
    The Mountain Winery Sep 2019 - Jan 2020
    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• Property Management/Maintenance
  • Morty'S Cafe
    Team Lead
    Morty'S Cafe May 2019 - Aug 2019
    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
  • Morty'S Cafe
    Team Member
    Morty'S Cafe Apr 2019 - May 2019
    Logan, Utah, United States

Max Julian Education Details

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.

Not the Max Julian you were looking for?

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.