Nicolas Jesus
Sales Representative
$2,705.88
About
Senior Financial & Investment Strategist | 13+ Years in Wealth Management, M&A & Institutional Advisory
Industry Experience
Oil & Gas Extraction
Financial Services
Sales Agencies
Technology
Software Experience
Candidate Information
Availability
Full-Time, Part-Time
English Level
Native Fluency (C2)
Additional Languages Supported
Spanish
Roles Qualified For
Work Experience
Account Executive
12/2025 - Presenthttp://www.axial.com
Drove revenue growth by managing the full sales cycle for private companies generating $5M–$250M in annual revenue, guiding business owners through Axial’s platform to connect with top-tier M&A advisors and capital partners.
Acted as a strategic advisor to founders and executives preparing for liquidity events, educating them on exit planning, valuation positioning, and confidential market engagement.
Built and managed a strong pipeline of middle-market opportunities through consultative outreach, referral networks, and strategic follow-ups.
Account Manager
09/2025 - Presenthttp://www.lifeinvestwealth.com
Investment Advisor:
Helping clients achieve long-term financial goals through tailored investment strategies and wealth management solutions. I leverage my background in finance and business development to provide data-driven advisory services, focusing on portfolio optimization, risk management, and strategic planning.
Collaborating closely with high-net-worth individuals and business owners, I integrate financial expertise with a tech-informed approach to deliver personalized, forward-thinking solutions. My role also involves identifying new business opportunities, nurturing client relationships, and staying ahead of market trends to ensure consistent value creation.
Account Executive
09/2023 - 07/2025https://get.tripleten.com/g7aY
Owned the full sales cycle for prospective students interested in career transitions into tech, guiding them through program selection across Software Engineering, Cybersecurity, UX/UI Design, AI & Machine Learning, and other immersive bootcamps.
Conducted in-depth discovery consultations to assess candidate goals, financial readiness, and career alignment, delivering personalized enrollment strategies that maximized conversion rates.
Closed high-ticket enrollments ($9,000–$18,000 programs) through consultative selling, consistently exceeding monthly revenue and enrollment targets.
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