Derek Pacheco, MBA

*** ********* ** • Santa Barbara, California 93105 • 805-***-**** • ad2rt5@r.postjobfree.com

Value Offered:

-Academic Preparation: MBA graduate focused on new account acquisition and revenue generation.

-Proven Results Capability: Predictable closer and contributor to growth sales organization. Increase in revenue by 60% FY22.

-Leadership: Highly skilled in relationship building. Assumed leadership roles in developing and implementing strategies to increase new revenue, improve team performance and exceed quotas by turning every contact into a referral contact.

-Passion for Quality Client Service and Communication: Demonstrated ability to communicate with diverse internal and external customer groups developing valuable relationships that have improved the level of service needs.

Experience

La Cumbre Peak Advisors, LLC. Santa Barbara, California 04/2021 – 09/2023

Highlights:

Edward Jones, Santa Barbara, California 6/2019 – 04/2021

Highlights:

Lear Capital, Inc., Los Angeles, California 10/2011 – 02/2019

Highlights:

Highlights:

First place in new business Q2, Q4 FY14. Ranked #1 in new accounts FY14, 158% of quota. Top 10 overall in sales FY13,14. 1,886 calls made per month, 200% over rm avg. Nurtured and increased repeat business by 33% FY14. 20% over typical deal size.

Curvature LLC, Santa Barbara, California 1/2011 – 11/2011

Highlights:

Highlights:

First place in new accounts Q1- Q3, 112%-160% of quota FY11.

Education

MBA with focus on Global Business – Fresno Pacific University, Fresno, California 12/2010

Bachelor of Arts Degree in Political Science – San Diego State University, San Diego, California 06/2008

Managing DIrector

La Cumbre Peak Advisors is a CA registered investment advisory firm providing timely guidance and honest advice that is tailored to your unique financial situation. Our process begins by taking a holistic approach to personal finance. Our team constructs a dynamic strategy to measure risk, identify trends, and leverage resources to provide you with a sound financial strategy that will become the basis of the relationship with our firm. Grew AUM by 60% between 2021-Q422. Firm acquired by larger RIA for 2X multiple.

Financial Advisor

As a financial advisor, my primary goal is to help serious-long term investors develop an investment strategy geared toward their unique goals. Inherited AUM, grew baseline AUM by over 50%.

Senior Account Executive

Lear Capital is the leading precious metals firm in the country. My sole goal at Lear Capital is to assist affluent investors looking to diversify, hedge and protect their investment portfolio. Responsible for full sales cycle including initial contact, qualifying, negotiation, completion of sale and long-term service of client accounts. Team leader responsibilities, which include direct oversight of six sales representatives. Completed over $2.6M in Transactional Sales FY14. On target FY15, 134% of quota.

Sales Development Associate

My goal and sole focus is to assist companies of all sizes access the tremendous pricing & availability advantages of the secondary Cisco market while ensuring they get higher quality, service and flexibility than what is available to them from traditional Cisco sources. Primary responsibilities include consistent cold calling, managing prospect list, qualification of leads, and schedule appointments for new prospects. Proficient in sales CRM tools including Salesforce, Insideview, Oracle, DiscoverOrg, and LinkedIn.

NHR is - by far - the largest independent provider of Cisco hardware and maintenance contracts globally. As a Dell Premier Partner we offer the most competitive pricing on all of Dell's server, storage, networking (Force10, Juniper, Brocade) and other offerings. As Menara Networks' only authorized partner in North America, we bring forth one of the most significant technical breakthroughs and cost-cutting technologies to DWDM network operators in the market.

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