Jeff Julius
Managing Director Business Development @U.S. Bank
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WORK HISTORY
Managing Director Business Development @U.S. Bank
Dallas, TX, US
Responsible for building a new market presence for Institutional Trust & Custody for the larger market complex deals• Establish call plans for both prospect sales and relationship sales in the western U.S. territory • Sales focus on trust, custody, and investment management services to institutional clients holding up to $10 billion in assets for Corporate Cash, Defined Benefit Retirement Plans, RIA’s, Not-for-Profits, Endowments and Foundations • Lead sales effort for multi-product Custody offering; RFP completion and submission as well as leading finalist presentations• Develop and cultivate relationships with Centers of Influence (COI’s) such as bankers, consultants, accountants, and strategic alliance partners to promote growth of business across the Western half of the United States.
EDUCATION
Slippery Rock University
Bachelor of Business Administration (B.B.A.), Finance and International Business
American University
Master of Business Administration (MBA), Finance and Investments
ABOUT JEFF JULIUS
I have more than 30 years\' experience in the asset servicing industry with a broad background in institutional trust & custody, employee benefits, investment management and client service delivery. I have significant experience in sales and relationship management working with large institutional clients that require complex asset servicing solutions. My background allows me to provide consultative insights and recommendations to ensure best in class solutions, while at the same time demonstrating leadership and vision within my organization to foster new business growth. U.S. Bank Institutional Trust & Custody serves the unique needs of institutional entities, including corporations, endowments, foundations, insurance companies, Taft-Hartley Plans, governmental entities and registered investment advisors. As a custodian backed by one of the nation\'s leading financial institutions, U.S. Bank has provided trust and custody services for more than 100 years. Our customized solutions include custody, corporate cash, asset management, employee benefits, and securities lending.To learn more about how U.S. Bank Institutional Trust and Custody is innovating on behalf of our clients please contact me at j••••••••@USBank.com or 21••••••79.
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