Robert Ma in

Robert Ma

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Private Mortgage Banker at Wells Fargo Private Bank
📍 South Pasadena, California, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
21 Years
Current Role
Private Mortgage Banker
Location
South Pasadena, California, United States
Personality Overview

How Robert shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Robert cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

3-2025
Private Mortgage Banker
Wells Fargo Private Bank
11-2022 - 3-2025
Private Wealth Mortgage Banker
U.S. Bank
4-2008 - 11-2022
Sales Manager
Wells Fargo Home Mortgage
3-2008 - 11-2022
Private Wealth Mortgage Banker
Wells Fargo Private Bank
6-2003 - 8-2007
Team Lead/Account Executive
COUNTRYWIDE HOMES LOANS
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2002 - 2004
International Marketing
California State University, Northridge
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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