Michael Shea

Enthusiast
DISC Type : i

Investment Advisor at Pacific WealthPlan Group

United States

Overview

Michael is a seasoned banking professional and investment advisor, currently serving as Managing Director for Five Star Banks Healthcare Group. With a background from Arizona State University, he specializes in creating financial solutions for healthcare providers and offering investment advice to sophisticated investors, emphasizing the importance of building trustworthy, long-term relationships.

Deeply committed to philanthropy, Michael is the CEO of the Grom Father Foundation, an organization he established to support families grieving the tragic, early loss of a loved one. The foundation provides resources and guided retreats into nature to help families heal and reconnect after experiencing a profound loss.

In memory of his late brother, Pete Shea, he founded an organization that helps grieving families heal through nature.

Personality Overview

Consensus Focused

Story Driven

Optimistic

Unlike D or C types, they are convinced more by stories and testimonials.  They tend to be agreeable by nature, so take their promises with a pinch of salt.
 They prefer to build relationships rather than staying totally transactional.

Topics They Care About

Healthcare Finance
He leads a specialized banking team at Five Star Bank that designs fully integrated financial solutions and strategic services for for-profit and not-for-profit healthcare providers.
Supporting Grieving Families
As CEO of the Grom Father Foundation, he is dedicated to providing support and resources for families that have suffered the tragic early loss of a parent or child.
Healing Through Nature
His foundation's "Live Like Pete Adventures" are guided retreats designed to help grieving families heal by reconnecting with nature and each other.

Media Appearances

Michael has no verified media appearances

Work History

4-2024
Investment Advisor at Pacific WealthPlan Group
12-2023
Chief Executive Officer at Grom Father Foundation
11-2022 - 4-2024
Managing Director - FSB Healthcare Group at Five Star Bank - California
7-2021 - 4-2024
Senior Vice President/Business Development Officer at Five Star Bank - California
6-2018 - 7-2021
Director of Professional Services - Commercial Banking at Mechanics Bank

Education

1993 - 1997
Bachelor's Degree from Arizona State University
1997 - 1997
Spanish from Universidad de Andres Bello

More Information

Social Presence :

Prographics :

Exp : 10 Location : United States Job Level : Leadership Designation : Investment Advisor at Pacific WealthPlan Group
URL has been copied!

Insights For Selling To Michael

During A Call Or A Meeting

DO's

  • Refer to interesting customer testimonials and stress on great customer experience
  • Maintain high, positive energy and convey confidence
  • Give them the opportunity to lead the conversation where possible

DONT's

  • Don’t be too formal with them, they trust informality more
  • Don’t ask too many questions in one go, weave them into the flow
  • Don’t be excessively objective, be like a storyteller with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Michael is

  • Relationship and rapport are valuable for them, but so is proven product value.
  • Will you ever get a clear answer from Michael

  • They are unlikely to say no directly.

Insights For Deal Planning

    How fast (or slow) will Michael move?

  • They are not very fast decision makers, even while they continue to stay engaged.
  • Can Michael take some risk or not?

  • They can take some low-probability risks if needed.

You And Michael

Personality Compatibility


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.