Mo Awadalla, Cfp® Email & Phone Number

Austin, TX, US

New York, US

Leading Global GTM efforts at Ntropy, driving enterprise customer growth and ensuring smooth onboarding processes.Key Achievements:- Signed 5 strategic logos, doubling revenue projections- Developed repeatable sales methodology, enhancing productivity and revenue growth- Created top 100 named account list and implemented a structured pipeline-building.

Austin, Texas, US

The Austin Non-profit Foundation Communities operates a Financial Coaching program that provides what most clients need - help with organizing and developing a financial plan, lifelines to critical programs and services they may not have even known existed, and a resource to teach them and let them know they are not alone in their financial journey. As a.

Lehi, Utah, US

Leveraged 11+ years of SaaS GTM experience to drive financial empowerment through innovative partnerships at MX.At MX, I forge cutting-edge software partnerships with Fintechs, banks, risk underwriting teams, and payment-focused companies. My goal: seamless connectivity, aggregation, and enhanced financial wellness experiences through MX's open finance and.

Cambridge, MA, US

I work closely with CIOs, CTOs, CFOs, Risk Officers, and Digital Leaders in large enterprise banking, wealth management, credit card, and insurance sectors to drive critical initiatives through advanced data solutions.Key Achievements:- Promoted during pandemic: Overachieved quota by 145% in 2020, leading to recognition and advancement in the.

Santa Clara, California, US

Account Manager working with executives to drive revenue growth, reduce risk and decrease cost. Focusing on platform software sales solutions using Machine Learning and Analytics in the cloud. I help deliver the modern platform for machine learning and analytics optimized for the cloud to the largest Cloudera clients. - Met or exceeded quota up to 150%.

Boston, MA, US

• Developed new business; managed a personal portfolio of 400 accounts valued at $500 Million that included financial products and services such as Managed Money Accounts, Flows, and Funds.
• Sold directly to individuals and C-level executives in Austin with net worths between $500,000 and $35 Million.
• Performed the full life cycle of business development, including prospecting, cold calling, scheduling meetings, assessing client needs, using consultative sales techniques, overcoming objections, and closing sales.
• Proactively prospected and researched leads-leveraging internal resources, including Salesforce.com, the company lead generating database, pipeline management, networking, and referrals.
• Set sales records and rocketed branch volume to peak levels through account targeting, expertise in products and services, and highly consultative selling techniques.Key Accomplishments
• Selected by manager to transform the Austin office; in 1 year, led branch to win the Texas Branch of The Year award by improving Managed Money Account sales from Bottom 25% of 17 Texas branches to Top 10%.

Boston, MA, US

• Developed new business and managed a personal portfolio of accounts that included financial products and services, such as Managed Money Accounts, Flows, and Funds.
• Built strong relationships with clients and provided an exceptional client experience.
• Acquired new accounts by effectively pursuing strategic sales opportunities.
• Sold directly to individual clients throughout Austin with a net worth of less than $500,000.
• Performed the full life cycle of business development, including prospecting, cold calling, scheduling meetings, assessing client needs, using consultative sales techniques, overcoming objections, and closing sales.
• Demonstrated solid financial planning, discovery, and investigational aptitude.Key Accomplishments

Charlotte, North Carolina, US

Cycled across the U.S. in summer of 2010 to raise funds and awareness for people with disabilities.The Journey of Hope is a 4000-mile cross-country bicycle trek beginning in San Francisco, CA and ending in Washington, D.C. The event raises funds and awareness for people with disabilities. Simply put, the Journey of Hope is a ride with a purpose. Make no.

Smu Cape Program - Cfp®, Certificate In Financial Planning

Bs, Psychology, Business Administration