David Lechosa

Franklin, Tennessee, United States Contact Info
500+ connections

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  • Contact David for services

    Life Insurance, Small Business Insurance, Financial Advisory, Small Business Tax, Personal Tax Planning, Leadership Development, Life Coaching, Public Speaking, Business Consulting, and Financial Consulting

About

Enthusiastic financial expert on a mission to turn the mundane into the extraordinary!…

Activity

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Experience & Education

  • The Miliare Group

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Licenses & Certifications

Volunteer Experience

  • Teacher

    Colegio el Porvenir

    - 3 years 9 months

  • Salesforce Administrator

    IMPACCT Brooklyn

    - 4 months

    Education

    •Working with management, strategic planning &analysis staff and end-users to create and manage complex workflow rules, data validation, and triggers;
    •Develop and create customized reports and dashboards
    •Train new and existing users on how to use data base applications; •Keep application users informed about system functionality and enhancements;
    • Create and maintain fields, views, reports, dashboards, campaigns and other salesforce.com
    objects and functions.
    • Create custom…

    •Working with management, strategic planning &analysis staff and end-users to create and manage complex workflow rules, data validation, and triggers;
    •Develop and create customized reports and dashboards
    •Train new and existing users on how to use data base applications; •Keep application users informed about system functionality and enhancements;
    • Create and maintain fields, views, reports, dashboards, campaigns and other salesforce.com
    objects and functions.
    • Create custom objects when necessary.
    •Provide application users with technical support; •Logging and tracking identified system problems through resolution;
    •Creating and maintaining documentation on processes,policies, application configuration and help related materials for users as database applications are developed;
    • Grant/ remove and maintain user licenses.
    • Maintain security including sharing rules and security levels, Organization Wide Defaults, and manual sharing.
    • Design, Create and maintain user roles, profiles and hierarchies.

  • Toberman Neighborhood Center, Inc. Graphic

    Salesforce Consultant

    Toberman Neighborhood Center, Inc.

    - Present 5 years 5 months

    Social Services

Languages

  • English

    Native or bilingual proficiency

  • Spanish

    Native or bilingual proficiency

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