Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Hi, I’m

David Vela

Torrance,CA
David Vela

Summary

Results-focused professional with 20+ years of demonstrated expertise in prospecting, referral execution and self-sourcing in a high paced competitive environment. Highly skilled in utilizing & implementing innovative software for account management. Consistently delivers superior sales results while combining strategic partnerships to deliver a world-class experience.

Overview

17
years of professional experience

Work History

United States Coast Guard

Boatswains Mate
01.2007 - Current

Job overview

  • Command and oversee boat crew with task direction and supervise operations
  • Operate 29-foot response boat for search and rescue and federal maritime law enforcement
  • Provide instructional use of Scalable Integrated Navigation System for underway operations.

Salesforce

Account Executive - Financial Services
05.2022 - 01.2024

Job overview

  • Cultivate and deepen client relationships through monthly account reviews/health checks and mutual plans
  • Deep analysis to migrate prospective opportunities through weekly deal reviews for collaborative efforts
  • Lead all sale cycles through full evaluation from beginning to end

.

  • Qualified leads, built relationships and executed sales strategies to drive new business.
  • Exceeded sales targets consistently by identifying new business opportunities and creating customized solutions for clients.
  • Managed multiple accounts simultaneously while maintaining organization and prioritizing tasks efficiently.

Chase

Private Client Banker SB/MOD
06.2009 - 04.2022

Job overview

  • Manage client portfolio to enrich and deepen relationship for annualized growth over 5MM
  • Identify client needs and opportunities utilizing CRM
  • Strategize with multiple business channels for sources additional sales opportunities with growth over 10MM
  • Acquire networking relationships targeting key professionals to generate interest & qualifying prospective leads.

Education

University of Phoenix
, Phoenix, AZ

Bachelor of Science from Psychology

Skills

  • Pipeline Management
  • CRM software expertise
  • New business opportunities
  • Territory Management
  • Business development and planning
  • Customer Presentations
  • Lead Development
  • Strategic selling

Accomplishments

  • National Sales Achiever
  • Salesforce rookie of the quarter
  • Recognized by Market Director for campaign achievements

Timeline

Account Executive - Financial Services

Salesforce
05.2022 - 01.2024

Private Client Banker SB/MOD

Chase
06.2009 - 04.2022

Boatswains Mate

United States Coast Guard
01.2007 - Current

University of Phoenix

Bachelor of Science from Psychology
David Vela