Edgar Liu
Salesforce Administrator at Bakeravenue Wealth Management
Based in San Francisco, United States
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Seniority
Staff
Department
Information Technology
Location
San Francisco
Industry
Financial Services
Company size
60
Contact information
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e•••••••@bakerave.com
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Background
About Edgar Liu
Dedicated and detail-oriented Salesforce Administrator with 10 years of experience in operating multiple Salesforce platforms, ensuring user-friendly interface, and automation processes. Highly proficient in user management, workflow automation, and creating actionable reports and dashboards to meet business needs to improve user adoption. Committed to leveraging Salesforce best practices to enhance operational efficiency, streamline workflows, and drive business growth.
Decision-makers
Other people at Bakeravenue Wealth Management
- SCDirector
Scott C. Stephens
Managing Partner & Director · General Business & Management
- JBDirector
Julia Bialek
Wealth Advisor, Director · Finance & Accounting
- JLC-Team
Jerry Luff
Partner, COO · Operations
- NMDirector
Nick McInnis
Investment Management, Director · Finance & Accounting
- GODirector
Gerald Oconnell
Partner - Tax Planning · Finance & Accounting
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