Max Julian Email & Phone Number

Los Gatos, Ca, Us

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.• Visited offices in Amsterdam, Netherlands and Barcelona, Spain

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

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)