Warren Min

Examiner
DISC Type : cs

Chief Financial Officer and Chief Business Officer at Clipboard

Los Angeles, California, United States

Overview

Warren Min is the Chief Financial and Business Officer at Clipboard Health, leveraging his extensive background in investment management from his time as a Managing Director at Oaktree Capital. An alumnus of Yale University and Harvard Business School, he is described by colleagues as having "clear strategic thinking" and a "humble leadership style. "

Outside of his executive role, Warren is known for being highly supportive of his professional network, often celebrating the successes of his friends and colleagues publicly. His interests also appear to extend into applying analytical thinking to areas like sports strategy.

He was credited by Oaktree co-chairman Howard Marks for his assistance in an investment memo analyzing the game theory behind a famous Super Bowl play.

Personality Overview

Status Quo Seeker

Unexpressive

Late Adopter

They are always well-planned and adopt a systematic approach.  They are heavily focused on quality and prefer doing things the right way, even if it takes time. They do not like taking risks at all and go for proven options in the end.

Topics They Care About

Healthcare Finance
As the CFO/CBO of a major healthcare staffing marketplace and an advisory board member for LTC 100, he is deeply involved in the long-term care and health-tech sectors.
Real Estate Debt
His career at Oaktree Capital focused on sourcing, underwriting, and structuring debt investments, and he also served as a director for a home-building company.
Strategic Leadership
He is recognized for his humble leadership style and actively promotes and supports other business leaders within his network.

Media Appearances

Warren has no verified media appearances

Work History

9-2025
Chief Financial Officer and Chief Business Officer at Clipboard
2016 - 2025
Advisor at Clipboard
2008 - 9-2025
Managing Director and Assistant Portfolio Manager at Oaktree Capital Management, L.P.
7-2006 - 6-2008
Analyst at Citigroup

Education

2011 - 2013
Master of Business Administration (MBA) from Harvard Business School
2002 - 2006
Bachelor of Arts from Yale University

More Information

Social Presence :

Prographics :

Exp : 19 Location : Los Angeles, California, United States Job Level : Leadership Designation : Chief Financial Officer and Chief Business Officer at Clipboard
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Insights For Selling To Warren

During A Call Or A Meeting

DO's

  • Expect them to be slow and cautious, encourage them to ask more questions
  • Ask them which other stakeholders would be important for this purchase decision
  • Be firm in your communication and stay in control

DONT's

  • Don't push them too hard to make fast decisions, give them time
  • Don't rely on relationship building even if they act pleasantly
  • Don't use phrases like 'do not worry', 'i promise' etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Warren is

  • Proof of usage by others in the industry, case studies showing ROI are likely to work the best with them.
  • Will you ever get a clear answer from Warren

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Warren move?

  • They are some of the slowest movers and take their time reaching decisions.
  • Can Warren take some risk or not?

  • They have very low acceptance of risk even if they do not say it directly.

You And Warren

Personality Compatibility


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