Megan O.

Inspirer
DISC Type : id

EVP, Chief Strategy Officer at Montecito Bank & Trust

Santa Barbara County, California, United States

Overview

Megan is the EVP, Chief Strategy Officer at Montecito Bank & Trust, leveraging over 20 years of marketing experience from top NYC ad agencies like Ogilvy. She develops the bank’s strategic vision by blending creative storytelling with growth initiatives. Colleagues praise her as being highly strategic, collaborative, and diligent. She earned her BA from the University of Southern California.

A self-described "transplanted New Yorker, " Megan is deeply committed to her local community. She is an active volunteer and nonprofit leader, recently joining the board of the Santa Barbara Zoo. Her past board service includes Angels Foster Care Santa Barbara and the Montecito Association, showcasing her passion for community impact.

In May 2025, a commercial campaign she spearheaded for Montecito Bank & Trust won a Silver Telly Award for its compelling community-focused storytelling.

Personality Overview

Charming & Persuasive

Achievment Oriented

Fast Adopter

They measure a product on its merit but can be influenced by strong testimonials.  They don’t mind taking a stand if they believe in something. They respond well to objective pitches but also attach some value to relationships.

Topics They Care About

Brand Storytelling
Her career is rooted in bringing brand narratives to life for clients like Time Warner Cable and M&Ms, a skill she now applies to community banking.
Nonprofit Leadership
Demonstrates a strong commitment to community service through board memberships at organizations like the Santa Barbara Zoo, Angels Foster Care, and the Montecito Association.
Community Banking
Passionate about the role local banks play in supporting communities, focusing on initiatives that create tangible impact for customers, employees, and local organizations.

Media Appearances

Montecito Bank & Trust expands executive leadership team. Featured in Pacific Business Times

See Now

Work History

11-2017
EVP, Chief Strategy Officer at Montecito Bank & Trust
4-2015
SVP, Director of Marketing at Montecito Bank & Trust
4-2014 - 3-2015
Group Account Director at Havas Worldwide
2-2010 - 3-2014
Global Executive Group Director at Ogilvy & Mather
11-2007 - 11-2009
Digital Account Director at imc²

Education

1993 - 1998
BA from University of Southern California

More Information

Social Presence :

Prographics :

Exp : 25 Location : Santa Barbara County, California, United States Job Level : Leadership Designation : EVP, Chief Strategy Officer at Montecito Bank & Trust
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Insights For Selling To Megan

During A Call Or A Meeting

DO's

  • Clearly address the competitive aspects
  • Refer to testimonials from well known people to highlight the value of your product
  • Get them to a point where they are ready to bat for your product internally

DONT's

  • Don't be unorganized, be prepared for the pitch
  • Don’t be very informal even if they are being so themselves
  • Avoid focusing only on the product or its ROI, keep building trust subtly

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Megan is

  • Belief in the value of the product, relationship and a sense of accomplishment matter the most.
  • Will you ever get a clear answer from Megan

  • They are not shy of saying no if they do not develop trust in your product.

Insights For Deal Planning

    How fast (or slow) will Megan move?

  • If they develop confidence in your product and you, then they can make fast decisions.
  • Can Megan take some risk or not?

  • If necessary, they have the ability to take risky decisions.

You And Megan

Personality Compatibility


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