James Mastroianna

Observer
DISC Type : ic

Director - Portfolio Manager at Wells Fargo

Minneapolis, Minnesota, United States

Overview

James Mastroianna is a Director and Portfolio Manager at Wells Fargo, with a career built at the firm since graduating from the UMN Carlson School of Management. He has progressed through various roles, including investment banking and credit analysis, developing extensive experience in corporate finance and deal execution.

James is a long-time supporter of the Minneapolis-based non-profit, Project for Pride in Living (PPL). This organization focuses on combating poverty by providing affordable housing and employment training, indicating a personal commitment to community development and stability.

Early in his career, he was a key team member on one of his groups highest fee transactions, which generated $11. 8 million for the firm.

Personality Overview

Value Driven

Assertive

Curious

They are generally strong communicators and are not easy to convince.  They can sound friendly and charming but can quickly change gears to become inquisitive and probing. They ask a lot of questions and rely heavily on information and collaterals.

Topics They Care About

Complex Credit Analysis
Has extensive experience performing in-depth financial analysis and due diligence on complex commercial loans ranging from $10MM to $50MM+ to assess borrower viability.
Affordable Housing
He is a consistent donor to Project for Pride in Living, a Minneapolis non-profit focused on providing housing and employment services to help families overcome poverty.
Corporate Deal Execution
Structured syndicated credit facilities and served as a point person for executing high-value transactions from his time in investment banking.

Media Appearances

James has no verified media appearances

Work History

1-2019
Director - Portfolio Manager at Wells Fargo
6-2016
Vice President - Portfolio Manager at Wells Fargo
7-2013 - 6-2016
Assistant Vice President - Relationship Manager at Wells Fargo
8-2010 - 7-2013
Assistant Vice President - Credit Analyst, Credit Resolution Group at Wells Fargo
5-2006 - 7-2010
Financial Analyst, Investment Banking and Capital Markets at Wells Fargo Securities

Education

2001 - 2005
Bachelor of Science from UMN Carlson School of Management
2001 - 2005
Bachelor of Science (B.S.) from UMN Carlson School of Management

More Information

Social Presence :

Prographics :

Exp : 21 Location : Minneapolis, Minnesota, United States Job Level : Mid-senior Designation : Director - Portfolio Manager at Wells Fargo
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Insights For Selling To James

During A Call Or A Meeting

DO's

  • Ask them questions to understand their needs better while staying affable
  • Help them understand the risk aspect fully while inspiring confidence
  • Help them realize that there is no personal risk in making this decision

DONT's

  • Avoid making offhand commitments
  • Don’t rely excessively on your relationship with them to win the deal
  • Don’t try to rush them into a decision, provide all necessary information first

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with James is

  • Proven value, strong testimonials are important for them, rapport can impact decisions a little.
  • Will you ever get a clear answer from James

  • They are practical yet friendly, don’t expect a clear no very often.

Insights For Deal Planning

    How fast (or slow) will James move?

  • They like to analyze well and then make their decisions.
  • Can James take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And James

Personality Compatibility


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