Steve Xu
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Senior Commercial Account Executive @ OneSignal
New York, United States
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Résumé
Jobs
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Senior Commercial Account ExecutiveOneSignalJul 2025 - Current (1 year 4 months)- Senior Strategic Account ExecutiveMelioJan 2023 - May 2025 (2 years 5 months)
- Strategic Account ExecutiveMelioMay 2021 - Jan 2023 (1 year 9 months)
- Capital SpecialistFora FinancialDec 2019 - May 2021 (1 year 6 months)• Aide businesses with annual revenue between 250,000 to 10,000,000 by providing working capital, bridge financing, and equipment financing to help grow their enterprise.
• Quickly rose in the ranks to become of one the top representatives in loan submission, total loan amount, and revenue generated.
• Analyze a company’s monthly cash flow to formulate a maximum loan amount and repayment structure.
• Utilize the Salesforce platform to manage leads and opportunities as they flow through the sales cycle.
• Act as a liaison between clients and underwriters to optimize the loan process and closing. Show less - Business Relationship Manager / Private Client BankerJPMorganChaseApr 2015 - Jun 2019 (4 years 3 months)• Developed a comprehensive understanding and plan of execution for managing banking relationships to optimize client retention and growth.
• Analyzed business tax returns to see where a business’s financial health stood in terms of liquidity, leverage, and cash flow.
• Educated clients on different products and services that the bank offered to help their business streamline operation and performance.
• Developed a book of business from the ground up that helped lead the branch to become the top branch in P&L performance in 2016 in all of Chase.
• Finished in the top 700 bankers in 2017 and finished in the top 400 bankers in 2018 to attend the National Sales Conference in Dallas, Texas January 2019.
• Worked as a s - LReal Estate Investment ManagerLouis and Sons IncMay 2013 - Apr 2015 (2 years)• Evaluate undervalued investment properties based upon net present value and return on investment to determine if they are appropriate additions to the company's real estate portfolio.
• Continuously searched for additional cash-flowing properties to help grow the business's annual returns by leveraging equity.
• Served as a controller, planning the companies budget as well as balancing all cash flow transactions. - Chase Private Client BankerJPMorganChaseFeb 2011 - May 2013 (2 years 4 months)• Awarded National Achiever as one of the youngest Private Client Bankers, sequentially performing in the top 100 bankers out of 22,000 nationwide.
• Fostered and sustained meaningful client relationships to grow balances in all lines of business which include investments, lending, and savings.
• Analyzed client portfolios based on transactions while taking into account all forms of KYC and AML to profile for outside assets for consolidation.
• Determined risk tolerance and suitability factoring in benchmarks to establish short and long term financial objectives.
• Developed presentations using Microsoft PowerPoint and Excel to generate financial models which would establish benchmarks based on suitability.
• Worked
Education
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- CFA Level 1 Candidate, Finance, GeneralCFA Institute
- Economics, Economics, Business, and PhilosophyStony Brook UniversityJan 2006 - Jan 2010 (4 years 1 month)
- Enviromental ScienceBrooklyn Technical High SchoolJan 2002 - Jan 2006 (4 years 1 month)