William Morales Email & Phone Number
Enterprise Account Executive, B2B @ Simnang
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William Morales Location
- San Francisco, CA, US
William Morales Work
- 2026 -now Enterprise Account Executive, B2B @ LoanPro
- 2025 -2025 Director of GTM Strategy @
- 2024 -2025 Senior Sales Executive, Embedded Finance @
- 2022 -2023 Sr. Account Executive, Enterprise and Financial Institutions @
- 2022 -2023 Advisor, Product Management and Business Development @
- 2022 -2023 Advisor, Go-to-Market Strategy and Growth @
- 2020 -2022 Account Executive, Startup and Growth Stage @
- 2019 -2020 Inside Sales Representative @
- 2017 -2024 Founder, Director of Strategic Partnerships (Growth) @
- 2016 -2019 VP, Branch Manager - Chase Private Client @
- 2009 -2016 VP, Financial Center Manager (SF Metro Area) @
- 2007 -2009 AVP, Business Operations Manager @
- 2006 -2007 Partnerships and Business Development Manager - Small Business Banking @
- 2002 -2006 Strategic Finance Associate - Commercial Real Estate @ Western Peaks Financial Corp
William Morales Education
- University of San Francisco
MBA (Entrepreneurship and Management)
2006-2008 - University of San Francisco
Bachelor of Arts (B.A.) (Finance, General)
2003
William Morales Skills
- Product Development
- Program Management
- Sales Growth
- Business Strategy
- Sales Management Consulting
- Business Advisory Services
- Product Design
- Content Strategy
- Product Marketing
- Business Development
- Strategic Partnerships
- Account Management
- Banking
- Management
- Loans
- Retail Banking
- Leadership
- Customer Service
- Finance
- Financial Analysis
- Analysis
- Credit
- Sales Management
- Risk Management
- Team Leadership
- Team Building
- Investments
- Customer Relations
- Problem Solving
- Mentoring
- Deposits
- Sales
- Strategic Planning
- Branch Management
- Coaching
- Credit Risk
- Consumer Lending
- Customer Satisfaction
- PowerPoint
- Financial Risk
- Microsoft Word
- Mortgage Lending
- Mortgage Banking
- Financial Services
- Relationship Management
- Risk
- Word
- Credit Analysis
- Microsoft Excel
- Cash Management
- Due Diligence
- Mortgage
- Outlook
- Excel
- Digital Marketing
- Social Media Consulting
- Customer Relationship Management (CRM)
- Customer Relationship Management Crm
- Services
- Customer Relationship Management
William Morales Summary
- William Morales, based in San Francisco, CA, US, is currently a Enterprise Account Executive, B2B at LoanPro. William Morales brings experience from previous roles at FinTechtris, Synctera, Synapse and SocialPreneur Lab. William Morales holds a 2006 - 2008 MBA in Entrepreneurship and Management @ University of San Francisco. With a robust skill set that includes Product Development, Program Management, Sales Growth, Business Strategy, Sales Management Consulting and more. William Morales has 1 emails and 3 mobile phone numbers on RocketReach.
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