Margaux Walker Email & Phone Number

🔷 About Me:Principal Consultant with Salesforce Administrator, Sales Cloud Consultant, and Service Cloud Consultant Certifications, combining financial services experience from Merrill Lynch and AXA Advisors (Equitable) with a successful transition into Salesforce Customer Success. Currently, I'm driving excellence at Aleysian as an Engagement Manager and Project Manager while leading our Account Management Practice, playing a pivotal role in enhancing and expanding our sales practice. 🌟 Experience:🔸 Proven success across multiple Salesforce projects.🔸 Extensive background in business analysis and project management.🔸 Known for creative problem-solving and innovative solutions.🌍 Professional Journey:🏢 Salesforce: My transition from Merrill Lynch and AXA Advisors (now known as Equitable) to the tech world allowed me to contribute to customer success at Salesforce.🏦 Financial Services: Previously, I worked directly with wealth management clients, gaining deep insights into the financial industry. From there I transitioned to role leading training and change management for Merrill Lynch employees. 🏢 Aleysian: I currently excel as an Engagement Manager and Project Manager while leading our Account Management Practice to elevate and expand our sales practice.📜 Licenses: Salesforce: I currently hold Salesforce Administrator, Sales Cloud Consultant,, and Service Cloud Consultant Certifications and always am working toward more certifications. Financial Services: During my financial services career, I held Series 7, Series 66, and Life and Health Insurance licenses.🔑 Strength: My unique ability to think outside the box and my expertise in cultivating strong customer relationships are the pillars of my success. Let's connect for potential collaboration.

Listed skills include Wealth Management, Investment Services, Long Term Care, 401K Or 403B Services, and 5 others.

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  University Of Illinois At Urbana-Champaign

  Graduated