Mary Wong

Wildcard
DISC Type : isc

FVP-Regional Manager, Consumer and Business Banking at East West Bank

San Francisco, California, United States

Overview

Mary Wong is the FVP-Regional Manager for East West Bank, leading consumer and business banking in San Francisco and Sacramento. With an MBA and a career path from stockbroker to regional leader, she excels in developing high-performance teams and implementing complex financial strategies for high-end clients.

She is passionate about community empowerment, recently representing her bank at the AsianWomenAreStrong Summit where she taught a workshop on financial independence. Mary actively supports local entrepreneurs by hosting events for non-profit startup accelerators and is a long-time member of the Executives Association of San Francisco.

Unique fact: She taught a workshop on "Building Financial Independence" at a summit dedicated to empowering women in leadership and entrepreneurship.

Personality Overview

Friendly But Slow

Requires Proof

Curious But Skeptical

They are unlikely to ever become strong champions even when the conversations are going well; you should focus on cultivating other champions  They typically tend to be late adopters even when they seem friendly and excited about what you have to sell They are often friendly and nice, but can sometimes suprise you with their piercing questions

Topics They Care About

Financial Independence
Taught a workshop on building financial independence at the AsianWomenAreStrong Summit, showing a passion for financial education and empowerment.
Small Business Banking
Her career history shows a consistent focus on small business strategies, and she recently hosted a non-profit accelerator for startups at her branch.
Women in Leadership
Actively participates in and represents her bank at events like the AsianWomenAreStrong Summit, which is dedicated to uplifting women in leadership and entrepreneurship.

Media Appearances

Mary has no verified media appearances

Work History

1-2020
FVP-Regional Manager, Consumer and Business Banking at East West Bank
6-2013 - 1-2020
Community Manager/Vice President at Umpqua Bank
12-2001 - 6-2013
Branch Manager/Vice President at Citibank
6-1999 - 11-2001
Stock Broker / Financial Advisor at Morgan Stanley/Dean Witter

Education

Master of Business Administration - MBA from University of Phoenix, MBA
Bachelor of Science (BS) from San Francisco State University

More Information

Social Presence :

Prographics :

Exp : 26 Location : San Francisco, California, United States Job Level : Middle Designation : FVP-Regional Manager, Consumer and Business Banking at East West Bank
URL has been copied!

Insights For Selling To Mary

During A Call Or A Meeting

DO's

  • Ask them questions to understand their needs better while staying affable
  • Help them realize that there is no personal risk in making this decision
  • Invite them for a social do but don’t rely solely on the relationship

DONT's

  • Avoid winging it with them particularly, answer a question only if you know the answer well
  • Avoid phrases like ‘trust me’, ‘you will just love it’ etc.
  • Don't ask them to move fast, let them take their time and digest all the information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Mary is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Mary

  • They are likely to give you a clear answer without taking you around in circles. However, if you share a good relationship, they might not be so forthcoming.

Insights For Deal Planning

    How fast (or slow) will Mary move?

  • They like to perform full analysis and can take time to make any decision.
  • Can Mary take some risk or not?

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

You And Mary

Personality Compatibility


Other East West Bank Employees

Explore more public profiles from related professionals at the same organization.

More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.