Gerard Mooney

Questioner
DISC Type : c

Vice President, Product at SavvyMoney

Denver, Colorado, United States

Overview

Gerard Mooney is the Vice President of Product at SavvyMoney, where he leads strategy for fintech solutions that help banks and credit unions grow their lending portfolios. A Certified ScrumMaster, his expertise lies in building data-driven products like credit score tools and personalized recommendation engines, grounded in his education from the University of Denver.

Gerard has a global perspective, having spent a semester studying abroad at Universitat Pompeu Fabra in Barcelona. His professional focus on financial wellness solutions suggests a personal interest in leveraging technology to improve financial literacy and relationships between consumers and their banking institutions.

He has built his entire career at SavvyMoney, progressing from an Engineering Project Manager to his current executive role.

Personality Overview

Systematic

Cautious & Analytical

Value Seeker

They prefer to analyze every situation thoroughly.
  They are more likely than others to negotiate on pricing and terms. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Topics They Care About

Fintech for Lending
Leads the development of solutions that help banks and credit unions grow lending and deepen customer relationships.
Data-Driven Products
Focuses on creating intuitive, data-driven products such as credit score tools and personalized marketing offers to deliver value.
Financial Wellness
Passionate about helping financial institutions strengthen user relationships through personalized financial wellness and growth solutions.

Media Appearances

Gerard has no verified media appearances

Work History

2-2025
Vice President, Product at SavvyMoney
1-2022 - 4-2025
Senior Director Product Development at SavvyMoney
1-2020 - 1-2022
Director of Product Management at SavvyMoney
1-2019 - 1-2020
Product Manager at SavvyMoney
5-2016 - 1-2019
Engineering Project Manager at SavvyMoney

Education

2007 - 2011
BSBA from University of Denver - Daniels College of Business
2009 - 2010
Semester Abroad from Universitat Pompeu Fabra

More Information

Social Presence :

Prographics :

Exp : 13 Location : Denver, Colorado, United States Job Level : Senior Designation : Vice President, Product at SavvyMoney
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Insights For Selling To Gerard

During A Call Or A Meeting

DO's

  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • Emphasise more on facts and measurable benefits
  • Keep some extra margin in hand as they will likely negotiate the pricing

DONT's

  • Avoid rushing them, be polite and patient
  • Don’t overhype the product/pitch, keep it measured
  • Don’t depend too much on anecdotal evidence, it reduces their confidence

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Gerard is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Gerard

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Gerard move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Gerard take some risk or not?

  • They can take risk if they are convinced that they have analyzed the circumstances well.


You And Gerard

Personality Compatibility


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