Chris Shotwell Email and Phone Number

Handling consumer warranty claims and helping customers find suitable replacements for damaged products.

Traveled to Peru to work with an environmental education and research center in the Amazon. Analyzed operational needs to select an appropriate software platform for booking guests and managing hospitality operations in order to increase their ecotourism business. Provided additional recommendations for operational improvements.

Supported a customized deployment of Microsoft Dynamics CRM for financial advisors. Trained wealth advisors and support staff on best practices for managing client and lead data, as well as conducting marketing and business analysis activities, using Dynamics 2016 and 365. Provided technical support for integration with Outlook and Tamarac’s suite of financial management tools. Analyzed client business operations for automation opportunities and created custom Workflows and Dialogs in addition… Show more Supported a customized deployment of Microsoft Dynamics CRM for financial advisors. Trained wealth advisors and support staff on best practices for managing client and lead data, as well as conducting marketing and business analysis activities, using Dynamics 2016 and 365. Provided technical support for integration with Outlook and Tamarac’s suite of financial management tools. Analyzed client business operations for automation opportunities and created custom Workflows and Dialogs in addition to other customization and configuration services. Show less

Managed data quality for a web-based financial reporting platform for independent wealth advisors. Worked with clients, development team, and data operations teams to analyze and solve the root causes of ongoing data quality issues using Microsoft SQL Management Studio, Microsoft Excel, and proprietary software. Improved, automated, and formalized processes in order to efficiently and effectively serve a growing number of clients managing over $10 billion in assets.

Worked with marketing team to update and clean up lead and client data in internal Microsoft Dynamics CRM system.

Arjuna Capital is the sustainable wealth management platform of Baldwin Brothers Inc., an SEC-registered independent financial advisory firm established in 1974.Arjuna’s bricks and mortar presence includes our green building in Marion, MA, as well as offices in Durham, NC and Taos, NM. Combined, Arjuna and Baldwin Brothers manage approximately $1 billion in client assets with a focus on individuals, families and the non-profit sector.Our investment professionals are widely… Show more Arjuna Capital is the sustainable wealth management platform of Baldwin Brothers Inc., an SEC-registered independent financial advisory firm established in 1974.Arjuna’s bricks and mortar presence includes our green building in Marion, MA, as well as offices in Durham, NC and Taos, NM. Combined, Arjuna and Baldwin Brothers manage approximately $1 billion in client assets with a focus on individuals, families and the non-profit sector.Our investment professionals are widely regarded as some of the most experienced and skilled analysts in the entire field of sustainable and responsible investing, with particular depth in the burgeoning discipline of ESG (environmental, social and governance) risk and opportunity analysis.Our mission is twofold but integrated. Through our research and activism, we seek to evolve the financial ecosystem by advancing an understanding of what sustainability means for investor returns and corporate profitability. We bring the fruits of those efforts to our clients in the form of the most diverse, sustainable, profitable and suitable investment opportunities on offer. Show less

My primary role consists of providing a "Wow" customer experience through merchandising, direct customer interaction, and improvements in store processes.

I primarily provided data analysis, editing, and forecasting services for a number of transportation and land use projects.