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Abel Mbawa

Mid-level Relationship Manager specializing in financial advisor support and Salesforce CRM

Phoenix, AZPremier Elite Relationship Manager6 years experienceMid-LevelFinancial ServicesWealth ManagementFinTech

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Experience

Premier Elite Relationship ManagerAssetMark
Advisor Services SpecialistAssetMark
Autonomous Systems Operations SpecialistZoox
Account ExecutiveWinward International Inc.
Marketing Intern at AACECalifornia State University, East Bay
Marketing AssociateBay Home & Window

Education

Cal State East Bay-College of Business & Economicsbachelor, Business Administration and Management: Marketing (2024)

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Abel already has a relationship with Reval, so a warm intro from us gets a much better response than cold outreach.

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Languages

English

Skills

Account ManagementLead GenerationData AnalysisDigital MarketingSEOSocial Media MarketingJiraCustomer ServiceReportingE-commerceSalesforce CRMPipeline ManagementProspectingConsultative SellingRelationship Building