Michael S. Schoonmaker, MBA

Sharpshooter
DISC Type : CD

SVP, Wealth Solutions, President and CEO of M Holdings Securities at M Financial Group

Portland, Oregon, United States

Overview

Michael leads Wealth Solutions at M Financial Group, leveraging over three decades of experience to develop innovative platforms for the firms members. Colleagues describe him as a trustworthy, down-to-earth, and impactful leader. He holds an MBA from Westminster University and has completed an executive education program at The Wharton School.

Outside of his professional life, Michael is passionate about community involvement and youth mentorship. He is actively mentoring a young individual, focusing on teaching resilience and the power of overcoming personal challenges to achieve difficult goals.

To set an example for his mentee, he is actively working to overcome his own profound fear of heights.

Personality Overview

Fast But Analytical

Thorough Evaluator

Rigorous & Demanding

More than the product, they care about the impact of the product.  They like to move fast and expect the same from others. They take a lot of pride in personal achievements.

Topics They Care About

Wealth Management Innovation
His role involves creating innovative platforms, strategies, and solutions to serve the needs of M Financial's Member Firms and their affluent clients.
Leadership & Mentorship
Described as an "amazing leader" and "impactful mentor, " he focuses on building successful teams and fostering growth in others.
Financial Services Compliance
He has recently been focused on recruiting compliance professionals, indicating a focus on strengthening his team in this key area.

Media Appearances

Michael Schoonmaker - M Financial Group Leadership Profile. Featured in M Financial Group (Corporate Website)

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M Financial Group's Michael Schoonmaker On Combining Life Insurance and Holistic Financial Planning. Featured in RIA Channel

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Work History

11-2022
SVP, Wealth Solutions, President and CEO of M Holdings Securities at M Financial Group
6-2021 - 11-2022
SVP, Chief Operating Officer at National Advisors Trust Company
6-2021 - 11-2022
Board Member at National Advisors Trust of South Dakota, Inc.
4-2020 - 5-2021
Vice President, Head of Private Client Group and Sales at American Century Investments
9-2017 - 5-2021
Vice President, Head of Sales and Relationship Management at American Century Investments

Education

2015 - 2017
Executive Education from The Wharton School
1998 - 2000
MBA from Westminster University

More Information

Social Presence :

Prographics :

Exp : 23 Location : Portland, Oregon, United States Job Level : Leadership Designation : SVP, Wealth Solutions, President and CEO of M Holdings Securities at M Financial Group
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Insights For Selling To Michael S.

During A Call Or A Meeting

DO's

  • Help them weigh the risks by sharing objective proof points without becoming too analytical
  • Hold your ground without indulging in one-upmanship
  • When negotiating terms, help them build an impression that they are the ones calling the shots

DONT's

  • Do not hesitate from asking counter questions, just avoid challenging their authority
  • Don’t focus on process and rules, give the impression of being a ‘gets it done’ person
  • Don’t take too much time in sending them information if they ask for any

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Michael S. is

  • Conviction around the impact matters the most to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Michael S.

  • If they decide not to use your product, they will say no clearly.

Insights For Deal Planning

    How fast (or slow) will Michael S. move?

  • They can reach decisions fairly quickly if they are convinced.
  • Can Michael S. take some risk or not?

  • They don’t mind risks but can be quite binary about them.

You And Michael S.

Personality Compatibility


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