Frank McShalley

Pioneer
DISC Type : sdi

Managing Director at Pango Financial

United States

Overview

Frank McShalley is a Managing Director and "Dream Builder" at Pango Financial, specializing in client relations, compliance, and partnerships. Drawing on a deep background in affinity marketing and insurance, and holding a Life and Health License, he is described by colleagues as enthusiastic and highly professional.

Outside of his direct role, Frank is an active networker, frequently attending Delaware Chamber of Commerce events to build connections. He maintains a strong affinity for his alma mater, Mount St. Marys University, which he lists as a key interest alongside various healthcare and business service companies.

His unique title, "Dream Builder, " directly reflects his work helping entrepreneurs fund their business ventures.

Personality Overview

Decisive But Friendly

Driven But Considerate

Dynamic But Sincere

They combine a unique set of diverse traits where they are fast and friendly but can slow down to be thorough when needed  They have the unique ability to win both love and respect from their team (or outsiders) If they are convinced, they can become very strong champions for your product

Topics They Care About

Small Business Funding
As a "Dream Builder" at Pango Financial, his core function is helping entrepreneurs use retirement funds (ROBS) to start or buy a business, tax-deferred and penalty-free.
Client Relationship Mgt.
His career highlights a focus on providing an "epic client experience" and serving as a trusted adviser to maximize long-term relationships and revenue.
Employee Benefits
Leveraging his Life and Health license, he has an extensive background in worksite benefits and previously focused on helping businesses navigate the U. S. Healthcare System.

Media Appearances

Frank has no verified media appearances

Work History

3-2022
Managing Director at Pango Financial
4-2021 - 11-2021
Business Development Manager at Vinton Insurance Services, Inc.
8-2018 - 4-2021
Account Executive at BenefitMall
9-2017 - 8-2018
Account Manager at BenefitMall
7-2017 - 9-2017
Client Services Consultant at Independent Community Bankers of America

Education

8-1982 - 1985
Business and Finance from Mount St. Mary's University
1979 - 1981
High School from Charles W Woodward High School
1977 - 1979
High School from Good Counsel High School

More Information

Social Presence :

Prographics :

Exp : 29 Location : United States Job Level : Mid-senior Designation : Managing Director at Pango Financial
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Insights For Selling To Frank

During A Call Or A Meeting

DO's

  • Build a trustworthy relationship while keeping the product center-stage
  • Mostly stick to your standard pitch and qualifying script, but add some stories or anecdotes to it
  • Keep your pitch focused on the impact but nurture the relationship too

DONT's

  • Don't lean very heavily into providing too much information, sharing whitepapers etc.
  • Don’t be very informal during the early interactions even if they are being so themselves
  • Don’t hesitate from asking questions or pushing them, but take a formal approach

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Frank is

  • Nothing less than a strong combination of proof of results, relationship and high levels of professionalism is effective with them.
  • Will you ever get a clear answer from Frank

  • They can say no while staying friendly, but can also be pursuaded to reconsider

Insights For Deal Planning

    How fast (or slow) will Frank move?

  • They are generally fast movers and can take quick decisions
  • Can Frank take some risk or not?

  • They have high risk-appetite but can get ahead of themselves once in a while. Observe carefully

You And Frank

Personality Compatibility


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