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 process, resulting in 30% increase in qualified opportunities- Drove adoption of LLM-backed AI-driven transaction enrichment solutions- Focused on ethical data handling, implementation, and AI safety protocolsExpertise in aligning machine learning and AI use cases for LLMs, including business and consumer underwriting, financial operations, digital banking, credit risk, and affordability checks.Collaborated cross-functionally to refine Ntropy's value proposition and market positioning for our industry-leading financial data standardization and enrichment API.

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 volunteer, I help address common areas such as budgeting, repairing credit, reducing debt, and building savings for underserved members of the Austin community.

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 open banking API integrations. Key Achievements:- Closed fastest 6-figure deal in company history (45 days)- Exceeded onboarding/ramping KPIs and goals by 118% within first 90 days- Increased average deal size by 40% year-over-year- Consistently achieved 118%+ of quota and KPIs- Ranked in top 5% of peers for closing ACV complex deals (avg ACV $100k-$300k)- Reduced average sales cycle by 30%- Maintained 105% client retention rate over 2 yearsExpertise in API implementation, client onboarding, product optimization, and strategic account management. Recognized for building strong relationships with clients and internal stakeholders, driving successful implementations, and maximizing client value.

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 organization.- Resilient relationship builder: Navigated budget cuts to increase client spend by 120%, aligning product offerings with evolving market priorities.- Market shaper: Played a pivotal role in developing a high-growth Financial Services vertical, transforming it into one of the most profitable territories.- Top-performing AE: Surpassed quota by 131% in 2021, earning the yearly MVP award.- Multi-year deals expert: Closed the largest CV deal and most multi-year contracts in the region during 2020, earning the MVP award for that year.- Team leader: Led a high-performing team through significant organizational changes, maintaining ACV targets and ensuring client trust during transitions.

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% month over month with Cloudera’s most strategic accounts.- Executed 2018 executive sales initiative to expand Cloudera's footprint in selected strategic accounts.

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%.• Named Top-Producing Representative in first month on the job and ranked in the Top 20% of representatives in the first year for closing multimillion-dollar transactions.• Closed $6 Million (150% of goal) in Q3 2017, more than any other representative in the Austin area.• Sold $3 Million per month in Managed Money ($500,000 more than goal) in 2017, ranking #3 in the market out of 110 representatives and #1 out of 15 Austin representatives.• Increased sales revenue by reaching out to 100% of inbound leads within 24 hours. • Ran 19 meetings (4 more than goal), made 175 dials (25 more than goal), and ran 10 complex guidance interactions (5 more than goal) each week.• Chosen by leadership to head pilot initiatives including application development interface and Compensation Board conversations and to provide direct feedback to Fidelity Presidents and VPs.

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• Exceeded market sales and new client performance metrics by 150% and appointments held by 120%.• Utilized cold opportunities to drive business, which resulted in ranking in the Top 15% of performers in the Texas market within the first full quarter.• Chosen to lead branch sales campaigns and new tool implementations and initiatives; exceeded the branch tool usage target by 200%.

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 mistake; this is not a simple ride. The Journey of Hope is about many things. It is about challenging the norm. It is about serving our communities. It is about finding out more about ourselves than we ever imagined. It is about having a dream. It is about a mission. It is about hope.

Smu Cape Program - Cfp®, Certificate In Financial Planning

Bs, Psychology, Business Administration