David Funes
Houston,TX
Summary
Sales Executive with 15+ years of experience in both inside and outside sales. Skilled at cultivating strong client relationships and driving revenue growth. Proven track record of delivering exceptional results and exceeding all goals in multiple industries.
Overview
16
16
years of professional experience
Work History
Mental Health Coach
Self-Employed
07.2023 - Current
- Coaching clients with mental health issues including anxiety, depression, and bipolar disorder
- Helping clients who are somewhat stable, but still struggling by giving them the tools and coaching they need to help then thrive
- Building a coaching course based around each client’s unique needs
- Conducting zoom and in person coaching sessions
- Helping clients achieve their stated goals from our introductory call.
Sales Executive
Realized Holdings
01.2018 - 02.2023
- Helped high-net-worth clients invest in real estate securities
- Gave investment guidance on real estate securities
- Presented tailored solutions based on client’s needs
- Responsible for bringing in new money and helping with investments
- Top performer
- Surpassed all sales goals.
Sales Executive
Social Solutions
03.2017 - 11.2017
- Developed and successfully converted leads through research, cold-calling, networking, and strategizing
- Built an effective and efficient sales pipeline through a long-term sales cycle
- Prepared advanced proposals and sales presentations and presented to C-level executives via GoToMeeting
- Exceeded all sales goals and metrics.
Sales Team Lead/Sales Executive
Renew Energy Group
11.2015 - 12.2016
- Coached and developed new sales representatives
- Assisted my department in hitting all sales goals set by upper management
- Worked existing solar leads purchased by the company, as well as developed solid relationships to create new leads
- Converted leads into solar installations and assisted as the point of contact during the process
- Surpassed all sales goals.
Fixed Income Sales/ Investment Sales
Fidelity Investments
10.2007 - 05.2015
- Worked with high-net-worth investors on getting cash invested and bond maturities reinvested
- Gave investment guidance on new and existing assets
- Presented fixed income solutions based on customer’s individual needs
- Responsible for bringing in new money and outside assets and getting them invested
- Worked directly with Fidelity’s account executives and their customers to implement fixed income solutions
- Placed Fixed Income trades and discussed and explained all fixed income products
- Created and implemented advanced strategies such as bond ladders and analytics reports
- Surpassed all sales goals.
Education
Bachelor of Science -
Trinity College
Jacksonville, FL05.2007
Skills
- Proficient in Salesforce and other CRMs
- Experience Using Zoom, Microsoft Teams, Word, PowerPoint, and other similar tools
- Territory Management
- Pipeline Building and Development
- Complex Negotiations
- Presentations and Proposals
Accomplishments
- Consistent top performer at Realized Holdings
- Awarded President’s Club as top yearly performer at Fidelity Investments
- Awarded Excellence in Action Award at Fidelity Investments multiple times
- Promoted to Team Lead due to successful sales at Renew Energy Group
- Ranked in top third in sales activity and metrics at Social Solutions
Timeline
Mental Health Coach
Self-Employed
07.2023 - Current
Sales Executive
Realized Holdings
01.2018 - 02.2023
Sales Executive
Social Solutions
03.2017 - 11.2017
Sales Team Lead/Sales Executive
Renew Energy Group
11.2015 - 12.2016
Fixed Income Sales/ Investment Sales
Fidelity Investments
10.2007 - 05.2015
Bachelor of Science -
Trinity College