Christopher Choe
Concord,CA
Summary
Recent SJSU graduate with a Bachelor's in MIS seeking a Sales Development Representative role at an established organization. Bringing 10+ years of customer-facing experience with proven success in revenue generation and relationship building. Demonstrated track record of learning complex systems, coaching others, and driving business results through strategic upselling. Eager to apply my strong communication skills and data-driven approach to map the desired company's compensation landscape and drive the go-to-market engine through strategic outbound engagement. I am seeking to leverage my expertise to contribute effectively to a dynamic and mission-driven organization.
Overview
11
11
years of professional experience
Work History
Transition Analyst
AssetMark
Concord, CA
05.2025 - 01.2026
- Facilitated the successful transfer of 1000+ client accounts by updating records, documenting key transition notes, and correcting outdated information across multiple custodial platforms, reducing handover time by 30% and improving post-transition performance metrics.
- Coordinated a global transition involving cross-functional teams across Arizona and India, ensuring full compliance with SLAs and regulatory requirements.
- Utilized Excel and systems including Wealthscape, Charles Schwab, and eWealthManager, Thomson One, BAW to monitor account transitions, validate client data, and uphold high standards of accuracy, confidentiality, and compliance.
- Executed a wide range of ad hoc projects with minimal onboarding time, including fee disbursement revisions, investment strategy updates across 200+ multi-strategy accounts, and conducting focused investment research to support advisor transitions.
Lead Server
Ohgane
Concord, CA
09.2017 - 08.2019
- Generated 30% increase in average check size through strategic upselling and personalized customer recommendations.
- Led onboarding and mentoring program for new employees, developing training materials that improved time-to-proficiency by 25%.
- Built and maintained strong relationships with regular customers through consultative service approach.
- Implemented new inventory management system to track high-value items, reducing waste by 15%.
Head Waiter
Nama
Concord, CA
01.2015 - 08.2017
- Managed high-volume customer interactions while maintaining 95% positive feedback.
- Coordinated with management to optimize seating arrangements and maximize revenue during peak hours.
- Developed and executed creative promotional strategies that increased table turnover by 20%.
- Consistently recognized for excellence in customer service and team leadership.
Education
Bachelor of Science - Management Information System
San Jose State University
San Jose, CA11-2023
Associate of Arts - Business Administration
Diablo Valley College
Concord, CA08-2019
Skills
- Strategic Communication & Relationship Building
- Sales Pipeline Development & Revenue Generation
- Data Analysis & CRM Systems
- Training & Team Leadership
- Client Needs Assessment
- Microsoft 365 Suite
- Cold Outreach & Customer Engagement
- Process Implementation & Optimization
Timeline
Transition Analyst
AssetMark
05.2025 - 01.2026
Lead Server
Ohgane
09.2017 - 08.2019
Head Waiter
Nama
01.2015 - 08.2017
Associate of Arts - Business Administration
Diablo Valley College
Bachelor of Science - Management Information System
San Jose State University