Christopher Chavarria
Newport Beach,CA
Overview
9
9
years of professional experience
Work History
Sales Development Representative
Planful
San Francisco, CA
08.2022 - Current
- Achieved 145% of 2023 quota
- #1 Producer of pipeline created. Generated over $5.7 million dollars in pipeline
- #1 Producer in deals won with Account Executive team. Closed 1.7 million dollars in deals
- Identified and contacted potential customers through cold calling, email campaigns, and linked in outreach.
- Worked with companies 10M ARR - 50 billion ARR.
- Worked directly with CFO's , VP's Of Finance, Managers of FP&A to help automate and streamline all corporate finance functions in business.
Support Analyst
Coinbase
Remote, CA
04.2022 - Current
- Communicated with existing and prospective clients to identify financial goals and provide recommendations on investment solutions
- Followed 100+ workflows in order to successfully handle client inquires in fast paced high pressure environments.
- Troubleshot, resolved and escalated technical issues based on individual customer needs.
Account Manager
Express Capital Lending
Anaheim Hills, CA
06.2018 - 03.2022
- Over $7,853,000 in Closed Deals. Full Deal Cycle. B2B
- Generated leads by cold calling, email marketing, online marketing and capitalized on valuable business opportunities to bring in new company revenue and improve profit.
- Analyzed financial statements, monthly, quarterly and annual reports of private market companies in order to determine creditworthiness.
- Contact borrowers in the early stages of the delinquency cycle and negotiate payment arrangement to bring borrowers current
Financial Analyst
Waddell & Reed
Costa Mesa, CA
10.2016 - 05.2018
- Wrote client-level research reports and contributed to face-to-face investment reviews.
- Leverage outbound marketing, email marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service.
- Work with each client to collect personal financial information including status, cash flow, and expectations for documentation in the companies CRM.
Personal Banker
Wells Fargo
Orange, CA
02.2015 - 10.2016
- Use consultative sales process for new and existing customers to identify current and future potential financial needs, with a focus on cross-selling Wells Fargo various products.
- Participate in educational meetings or seminars relevant to client risk tolerant and financial objectives for research prior to offering sound financial advice
- Handle small business credit requests up to $100K, recognize/escalate larger lending opportunities and cross sell treasury/ and related small business products
- Process deposits/withdrawals, cash checks
Education
High School Diploma -
Garden Grove High School
Garden Grove, CA06.2014
Business -
Golden West College
Huntington Beach, CASkills
Financial consulting
Expense and revenue analysis
Tech Troubleshooting
SaaS Sales
Account Management
Cold Calling
Online Marketing
Developing financial plans
Advising on investments
Wealth Management
Service Desk Support
Credit Analyst
Excel
Timeline
Sales Development Representative
Planful
08.2022 - Current
Support Analyst
Coinbase
04.2022 - Current
Account Manager
Express Capital Lending
06.2018 - 03.2022
Financial Analyst
Waddell & Reed
10.2016 - 05.2018
Personal Banker
Wells Fargo
02.2015 - 10.2016
High School Diploma -
Garden Grove High School
Business -
Golden West College