Julianna J Zhang is a high-level professional, that works in Ihs Markit on the position of Account Manager from 2018. Julianna J Zhang gained professional experience in more than nine positions at various companies. Julianna J Zhang went to the University of San Francisco and received education from 2012 to 2016. Julianna has professional qualifications: Series 65. San Mateo, California is the area, where the professional was known to settle. Julianna's email address and number can be easily accessed through SoftwareOfficial on demand.
Name variants:
Julianna Zhang
Last updated May 29, 2024
Contact Information
Last Update
Jul 11, 2022
Email
ju**@gmail.com, hm**@earthlink.net, ju**@yahoo.com
Location
San Mateo, CA
Company
Ihs Markit
Workplace
Account Manager
Work History
Account Manager- Client Service
12 Funston Ave SUITE B, San Francisco, CA 94129
Managed client account projects for portfolios ranging from $1-$250 million with high-touch service
Lead and executed new client implementations and onboarding
Improved client relationshi...
Jul 2012 — Aug 2016
Project Manager- Advisor
Build and maintain relationships with investors and investments, including startups, VCs and LPs
Researched and reached out to potential investors to partner in investment opportunities
O...
from Jan 2015
Client Services Associate
251 south Lk Blvd SUITE 400, Pasadena, CA
Requested tax credits from the government on behalf of client companies and shareholders
Used SalesForce.com to manage account project workflow
Found potential tax breaks for fortune 500 ...
Dec 2011 — Jul 2012
Senior Program's Assistant ; Program's Assistant
Cut company costs by creating policies and procedures adopted by the company
Raised administrative productivity through training, supervising and delegating routine tasks
Increased federa...
Oct 2008 — Jun 2011
Campus Organizer ; Campus Leader
635 Science Dr, Madison, WI 53711
Recruited new volunteers to participate in meetings and events resulting in greater quality of content and increase in member participation
Met fundraising goals through networking with lo...
Sep 2005 — Jun 2011
Intern Assistant
Research and collect information to create website
Assisted company Director in routine administrative tasks
Analyze data to determine the costs and benefits of non-toxic materials and ne...
Jul 2008 — Sep 2008
Intern and Community Teacher
Wrote a grant proposal to receive money for a project to build the shelter a garden
Prepared and managed a group who volunteered to build the garden
Supervise and plan learning activities...
Oct 2007 — Aug 2008
Education
2012 — 2016
2004 — 2008
2000 — 2004
Occupations
Accountant
Account Manager
Finance and Accounting Specialist
Accounting Bookkeeper
Bookkeeper
Skills
Leadership
Public Speaking
Microsoft Office
Fundraising
Spanish
Research
Volunteer Management
Event Planning
Customer Service
Management
Powerpoint
Strategic Planning
Community Outreach
Team Management
Typing
Microsoft Excel
Data Analysis
Written Spanish
Farsi
Nonprofits
Volunteer Coordination
Wordpress
Vertical Response
Wealth Management
Succession Planning
Staff Development
Iar
Risk Management
Women's Leadership
Client Services
Investment Advisory
65 Wpm
Via
Shelter Buddy