Monica Balafoutas, CFA, CTFA

Enthusiast
DISC Type : i

SVP - Director of Wealth & Trust Investments at Orrstown Bank

Shippensburg, Pennsylvania, United States

Overview

Monica is a Senior Vice President and Director of Wealth & Trust Investments at Orrstown Bank. With over 15 years of banking experience, she is a CFA charterholder and Certified Trust and Financial Advisor (CTFA). She specializes in portfolio management, asset allocation, and alternative investments, and graduated from Shippensburg University of Pennsylvania.

She is a member of the Finance Advisory Council for the John L. Grove College of Business at her alma mater, Shippensburg University. In the past, she has been a featured speaker on the topic of navigating volatile markets.

Monica is interested in honing her skills to further assist clients with complex estate planning and tax management.

Personality Overview

Consensus Focused

Non-Confrontational

Amiable & Agreeable

They are more about building relationships than just cutting deals.  Unlike D or C types, they are convinced more by stories and testimonials. They agree with others often, so exercise caution when relying on their word.

Topics They Care About

Wealth & Trust Investments
As the Director at Orrstown Bank, she is responsible for leading the investment team and setting the overarching strategy for client wealth.
Portfolio Management
Her profile highlights this as a key skill, focusing on helping clients manage their wealth and achieve their financial goals.
Navigating Volatile Markets
She has been a featured speaker for business networking events on the topic of the economic climate and managing investments through volatility.

Media Appearances

Monica has no verified media appearances

Work History

6-2025
SVP - Director of Wealth & Trust Investments at Orrstown Bank
1-2022 - 6-2025
SVP Wealth & Trust Investment Manager at Orrstown Bank
1-2017 - 1-2022
Vice President, Portfolio Manager at Orrstown Bank

Education

2006 - 2010
Bachelor's of Science from Shippensburg University of Pennsylvania

More Information

Social Presence :

Prographics :

Exp : 8 Location : Shippensburg, Pennsylvania, United States Job Level : Leadership Designation : SVP - Director of Wealth & Trust Investments at Orrstown Bank
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Insights For Selling To Monica

During A Call Or A Meeting

DO's

  • Refer to interesting customer testimonials and stress on great customer experience
  • Ask them how their day is going or exchange some other pleasantries
  • Speak from experience about success that the product has seen with other customers

DONT's

  • Don’t be too formal with them, they trust informality more
  • Don’t push them for a direct ‘no’, take lack of ‘yes’ as ‘no’ after some time
  • Avoid overloading them with too much information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Monica is

  • Relationships and rapport matter to them, but so does the value of the product.
  • Will you ever get a clear answer from Monica

  • They probably won't say no directly.


Insights For Deal Planning

    How fast (or slow) will Monica move?

  • They are not the ones to make fast decisions, even while they stay committed.
  • Can Monica take some risk or not?

  • If it seems really necessary, they can take small risks.

You And Monica

Personality Compatibility


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