Page * *

'

Julian Bush

Senior Account Executive / Manager

ad03il@r.postjobfree.com • 917-***-****

LinkedIn • Brooklyn, NY 11226

Analytical and results-oriented professional with more than 12 years’ experience in identifying and capturing sales opportunities and generating new business to drive sustainable growth. Repeated success in maximizing revenues for existing account base and implementing processes that increase productivity and profitability. Dynamic individual with entrepreneurial mindset; solving complex problems with tailored solutions for each customer. Skilled at evaluating client needs and providing consistent service to ensure long-term relationships. Demonstrated ability to translate strategic initiatives into operational plans. Highly proficient and experienced in using Salesforce, Microsoft Office suite, and pipeline man agreement. Committed to superior services through a positive attitude within fast-paced environments. Areas of Expertise

Sales Management

New Business Development

Revenue Maximization

Sales Leads Development

Key Account Management

Relationships Building

Stakeholder Communication

Client Service

Team Leadership

Professional Experience

Phaxis, New York, NY 4/2022 - 6/2023

Financial Trade Assistant

Communicate fixed income allocations to outside bond brokers ensuring these trades are booked correctly on our side and also at the contra broker. Trade Reconciliation Review and reconcile reports to ensure trades have been executed and booked correctly. Administer and check compliance reports. Check trade confirms for accuracy. Ad Hoc back-office requests relating to trading. Maintain trading logs. Key Contributions:

Managed negotiation and execution of listed transactions across multiple asset classes including equity, derivative, commodity and currency.

Monitored portfolio positions and risk exposure on a real-time basis providing frequent updates to head trader. Managed commission payments and sell-side relationships including trading and securities lending. Incubated new relationships with sell-side trading and research brokers. Maintained and tracked all details of upcoming IPO's. YELP, New York, NY 5/2018 – 4/2022

Senior Elite Account Director

Created and implemented a standardized sales process that aided in maintaining and expanding a pipeline of high-value clients. Built and strengthened productive relationships and trust with key clients and adeptly responded to queries. Leveraged key expertise and professional networks to develop new sales leads as well as prospect for new services engagements. Gained some midmarket and channel experience through shadowing senior sales reps in those divisions. Key Contributions:

Recognized as a top sales person and won the Simmons Cup for delivering exceptional performance. Page 2 3

Significantly increased sales of additional solutions and services by expanding existing client relationships. Researched, identified, and capitalized on new, potential business opportunities that aided in increasing revenue. Evaluated and followed-up on sales leads generated through Salesforce pipeline and relationship management. Oversaw and managed routine training provided to new and junior sales representatives. Aurora Bio Pharama, New York, NY 3/2017 – 6/2018

Investor Relation Analyst

Designed, developed, and delivered investment message to the investing community as well as expertly handled and responded to inquiries. Planned, scheduled, and coordinated meetings, phone calls, and video conferences for investors. Took notes during finance briefings while ensuring accuracy and completeness. Key Contributions:

Pros specting and soliciting new business and dr68ive customer acquisition for KDDI America. Identify and qualify business opportunities to sell product and service-based IT solutions Cultivate long-term relationships and build trust with C-level executives and key decision makers. Working closely with Project Management and Operations in pre-sale and post-sale activities. Provide timely and accurate sales forecasting information and periodically perform pipeline health management to reflect the realistic opportunity workload and value

Essex Energy Marketing, New York, NY 4/2014 - 3/2017 Energy Investing Consultant

Provided expert consulting services on a contract basis to two different privately held businesses; offered support in increasing exposure and revenues in the energy sector. Played a key role in structuring deals for direct investment as well as acquiring and reselling tangible goods.

Key Contributions:

● Developed and maintained long-term relationships that have brought the firm dividends of approx. $30 million. HIC Financial, New York, NY 5/2011 – 4/2014

Investment bank Associate

Rendered expert services as an investment bank associate; compiled various financial analyses such as private placements, valuations, M&A, IPOs, and capital raising. Utilized excellent communication skills while performing cold calling, prospecting for new business, and

Key Contributions:

● Led in-depth analysis to evaluate and assess data and made recommendations as per client needs.

● Conducted in-depth research and gathered required data to generate detailed reports.

● Offered expert advice and recommendations to clients on how best to structure a deal, examine potential gains or losses, and create detailed agreements.

Education

Bachelors of Science in Business

Buffalo State College, Buffalo, NY

Notable Achievements

Page 3 3

Spring 2007 Student Government – VP Sports & Recreation, Buffalo State College

● Provided activities, representation, and services for students at the college

● Established the long-term goals for the Student Government.

Contact this candidate