Andrew Penner

Galvanizer
DISC Type : Id

CEO at Milo

Greater Hartford, United States

Overview

Andrew is the Founder and CEO of Milo, a platform dedicated to helping mortgage lenders improve client retention. As the former CMO of Total Mortgage, he scaled the lender from $249M to over $3B in annual production. He holds a BS in Business Management from Boston Universitys Questrom School of Business.

His foundational passion is consumer psychology, which sparked a broader interest in digital marketing, software development, and data analysis. Andrew is also committed to his community, actively participating in local initiatives and fundraisers in his hometown of Guilford, Connecticut.

Unique fact: He successfully scaled a nationwide mortgage lenders retail loan production by over 1, 100% during his tenure as CMO.

Personality Overview

Trusting

Socially Adept

Persuader

They are more likely to accept new and exciting technologies.  They are charming and can persuade others to support their decisions. They are not against taking risks and can make tough decisions when required.


Topics They Care About

Mortgage Tech
As the founder of Milo, he is actively building and discussing technology that helps loan officers engage customers and automate outreach using tools like conversational AI.
Client Retention
His current company, Milo, is entirely focused on solving the customer retention problem for mortgage lenders, a topic he frequently discusses in interviews and on social media.
Growth Marketing
With a background as a CMO who dramatically scaled a mortgage lender, he has deep expertise in crafting marketing strategies that drive quantifiable business growth and ROI.

Media Appearances

Andrew has no verified media appearances

Work History

7-2024
CEO at Milo
8-2022
Founder & CEO at OTTO
4-2017 - 7-2023
Chief Marketing Officer at Total Mortgage Services, LLC
1-2015 - 4-2017
Marketing Director at Total Mortgage Services, LLC
2-2014 - 4-2017
President and CEO at Quantum Marketing, LLC

Education

2008 - 2012
BS Business Management from Questrom School of Business, Boston University

More Information

Social Presence :

Prographics :

Exp : 14 Location : Greater Hartford, United States Job Level : Leadership Designation : CEO at Milo
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Insights For Selling To Andrew

During A Call Or A Meeting

DO's

  • Talk about other customers and how they have derived value from your product
  • You might need to keep the conversation on track, they tend to slide off-topic
  • Use words like ‘partner’, ‘together’, ‘impact’ etc.

DONT's

  • Don’t hesitate from asking questions, but take a friendly and warm approach
  • Do not come across as negative or non-supportive, work with them as a partner
  • Don’t be excessively objective, focus on building a story first

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Andrew is

  • Relationship and product conviction matter equally, followed by a sense of achievement.
  • Will you ever get a clear answer from Andrew

  • If they are not convinced, they will say no though in a friendly way.

Insights For Deal Planning

    How fast (or slow) will Andrew move?

  • They can reach decisions quickly if they develop trust and confidence in the product.
  • Can Andrew take some risk or not?

  • If necessary, they will be ready to take risks.

You And Andrew

Personality Compatibility


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