Michael Mao Email & Phone Number
Regional Sales Director | Sr. Enterprise AE, Financial Services @ Workiva
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Michael Mao Location
- San Juan Capistrano, CA, US
Michael Mao Work
- Regional Sales Director | Sr. Enterprise AE, Financial Services @ (September 2023 - Present)
- Account Executive - Financial Services Industry @ (February 2021 - June 2023)
- Strategic Account Executive, Majors @ (February 2020 - February 2021)
- Strategic Business Advisor, Enterprise @ (February 2018 - February 2020)
- Senior Business Consultant @ (February 2017 - February 2018)
- Sr. Business Development Manager - Financial Product Strategy @ (June 2015 - February 2017)
- Account Executive | Mortgage SaaS and Regional Sales Manager @ (May 2009 - June 2015)
- Financial Services Intern @ (August 2008 - December 2008)
Michael Mao Education
- San Diego State University
Bachelor's Degree (Finance)
2005-2009 - University of Technology Sydney
Business Finance - Study Abroad
2007-2008 - Wharton Executive Education
Certificate: Executive Presence and Influence: Persuasive Leadership Development
2023 - Professional & Executive Development - Harvard Division of Continuing Education
Certificate: Advanced Design Thinking - Making Ideas a Reality in a Complex Business Environment
2021 - Professional & Executive Development - Harvard Division of Continuing Education
Certificate: Communication Strategies - Presenting with Impact
2023 - Professional & Executive Development - Harvard Division of Continuing Education
Certificate: Advanced Negotiation Skills
2021 - Harvard Business School Online
Certificate: Negotiation Mastery
2021 - Seton Hall University
Certificate: Transformative Leadership in Disruptive Times
2022
Michael Mao Skills
- Asset Allocation
- B2B Software
- Banking
- Business Development
- Business Discovery
- Business Intelligence (BI)
- Business-to-Business (B2B)
- Cash Flow Analysis
- Channel Partners
- Cold Calling
- Contract Negotiation
- Credit
- Credit Analysis
- Environmental, Social, and Governance (ESG)
- Excel Pivot
- Exchange-Traded Fund
- Executive Team Alignment
- Finance
- Finance Transformation
- Financial Accounting
- Financial Analysis
- Financial Services
- Index Funds
- Interpersonal Communication
- Investments
- Key Accounts
- Leadership
- Loan Origination
- MEDDIC Sales Methodology
- Management
- Marketing
- Microsoft Excel
- Mortgage Banking
- Mortgage Funding
- Mortgage Lending
- Mortgage Underwriting
- Named Accounts
- Net Present Value
- Operational Excellence
- Process Automation
- Real Estate Development
- Real Estate Financing
- Residential Mortgages
- Risk Analysis
- Sales
- Sales Effectiveness
- Sales Process
- Solution Selling
- Spreadsheets
- Strategic Account Development
- Strategic Planning
- Time Value of Money
- Value Selling
- Exchange Traded Fund
Michael Mao Summary
- Michael Mao, based in San Juan Capistrano, CA, US, is currently a Regional Sales Director | Sr. Enterprise AE, Financial Services at Workiva. Michael Mao brings experience from previous roles at Salesforce and Zillow. Michael Mao holds a 2005 - 2009 Bachelor's Degree in Finance @ San Diego State University. With a robust skill set that includes Asset Allocation, B2B Software, Banking, Business Development, Business Discovery and more. Michael Mao has 2 emails and 2 mobile phone numbers on RocketReach.
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