Mario Mastroianni, CEPA in

Mario Mastroianni, CEPA

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Managing Director, Enterprise Business Development at Clearstead
📍 Greater Cleveland, United States

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.

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Experience
6 Years
Current Role
Managing Director, Enterprise Business Development
Job Level
Mid-senior
Location
Greater Cleveland, United States
Personality Overview

How Mario shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Mario cares 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.
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Career

Work history

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

Media appearances

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Education
BA
Juniata College
Sandler President's Club
Sandler Sales Training
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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