Overview
Work History
Education
Skills
Timeline
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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, CA
06.2014

Business -

Golden West College
Huntington Beach, CA

Skills

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

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Christopher Chavarria