Chris Chavarria
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Chris Chavarria Email & Phone Number

Financial Planning & Analysis @Planful at Planful
Location: Newport Beach, California, United States 6 work roles
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Current company
Role
Financial Planning & Analysis @Planful
Location
Newport Beach, California, United States
Company size

Who is Chris Chavarria? Overview

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Quick answer

Chris Chavarria is listed as Financial Planning & Analysis @Planful at Planful, a company with 391 employees, based in Newport Beach, California, United States. AeroLeads shows a matched LinkedIn profile for Chris Chavarria.

Chris Chavarria previously worked as Account Development Manager at Planful and FP&A - Sales Development at Planful.

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Email format at Planful

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Planful

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Profile bio

About Chris Chavarria

Chris Chavarria is a Financial Planning & Analysis @Planful at Planful.

Current workplace

Chris Chavarria's current company

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Planful
Planful
Financial Planning & Analysis @Planful
redwood city, california, united states
Website
Employees
391
AeroLeads page
6 roles

Chris Chavarria work experience

A career timeline built from the work history available for this profile.

Account Development Manager

Current

San Francisco, California, United States

May 2024 - Present

Fp&A - Sales Development

Aug 2022 - May 2024

Analyst

Evaluate capital expenditures and depreciationPerforming Due Diligence on different crypto investments for customers. Completed industry-specific research and available data to predict trendsCreate reports that enable management teams to make strategic decisions to meet business goals

Apr 2022 - Aug 2022

Account Manager

Closed $7,853,000 in Deals.Analyzed financials of private market companies in order to determine investment and credit worthiness. Contact borrowers in the early stages of the delinquency cycle and negotiate payment arrangement to bring borrowers up to date.

Jun 2018 - Mar 2022

Investment Analyst

Responsible for doing research around different investment vehicles for customers.

Oct 2016 - May 2018

Personal Banker

Orange County, California, United States

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.Handle small business credit requests up to $100K, recognize/escalate larger lending opportunities and cross sell treasury/ and related small business productsHandle cash, wire.

Feb 2015 - Dec 2016
Team & coworkers

Colleagues at Planful

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FAQ

Frequently asked questions about Chris Chavarria

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What company does Chris Chavarria work for?

Chris Chavarria works for Planful.

What is Chris Chavarria's role at Planful?

Chris Chavarria is listed as Financial Planning & Analysis @Planful at Planful.

Where is Chris Chavarria based?

Chris Chavarria is based in Newport Beach, California, United States while working with Planful.

What companies has Chris Chavarria worked for?

Chris Chavarria has worked for Planful, Coinbase, Express Capital, Waddell & Reed, and Wells Fargo.

Who are Chris Chavarria's colleagues at Planful?

Chris Chavarria's colleagues at Planful include Bernie Bautista, Sai Manisri Balmuri, Ankush Nagulwar, Narayana Mekala, and Ramya M.

How can I contact Chris Chavarria?

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