Mario Mastroianni, CEPA

Critic
DISC Type : C

Managing Director, Enterprise Business Development at Clearstead

Greater Cleveland, United States

Overview

Mario is the Managing Director of Enterprise Business Development at Clearstead, bringing over 20 years of experience in financial services. Holding a BA from Juniata College and a Certified Exit Planning Advisor (CEPA) designation, he specializes in business succession and estate planning. People who have worked with him describe him as insightful, intelligent, and having great integrity.

Outside of work, Mario is dedicated to his community and has been an active member of Rotary Clubs in both Ohio and Pennsylvania. He is a family man who resides in Seven Hills, Ohio, with his wife, Cecile, and their two sons.

He has a long-standing commitment to community service through his involvement with the Rotary Club in multiple states.

Personality Overview

Critic

Objective Thinker

Negotiator

They like to do things independently and don’t look for support from others.  It is very likely that they will negotiate pricing or other important terms. They choose to analyze logically and value facts to emotions.

Topics They Care About

Exit Planning
As a Certified Exit Planning Advisor (CEPA), he is an expert in business succession and legacy continuation strategies for business owners.
Asset Protection
He is passionate about helping professionals and families protect their assets through comprehensive insurance and estate planning solutions.
Community Service
Demonstrates a strong commitment to community through his long-term involvement with the Rotary Club in both Pennsylvania and Ohio.

Media Appearances

Mario has no verified media appearances

Work History

8-2024
Managing Director, Enterprise Business Development at Clearstead
5-2019 - 8-2024
Sales Executive, Life Insurance at Oswald Companies
3-2019
Director of Sales at HyperProductive, LLC
National Sales Manager at Gearing Solutions
12-2016
Technical Sales Representative at IER Fujikura, Inc.

Education

BA from Juniata College
Sandler President's Club from Sandler Sales Training

More Information

Social Presence :

Prographics :

Exp : 6 Location : Greater Cleveland, United States Job Level : Mid-senior Designation : Managing Director, Enterprise Business Development at Clearstead
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Insights For Selling To Mario

During A Call Or A Meeting

DO's

  • Be ready for penetrating questions and critical examination of your pitch
  • Leverage facts and figures wherever possible; use percentages, numbers etc.
  • Tell them what ROI they can expect

DONT's

  • Don't give superficial answers, they are easily rattled by them
  • Don’t rush them till they have clearly gotten all the necessary information
  • Don’t try to give too many examples of other users, they like to make their own decisions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Mario is

  • Proven ROI, pricing and objective proof points are the factors that sway their decision.
  • Will you ever get a clear answer from Mario

  • They are comfortable saying no if they are convinced that it is the correct decision.

Insights For Deal Planning

    How fast (or slow) will Mario move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Mario take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Mario

Personality Compatibility


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