William Morales

William Morales Email and Phone Number

Enterprise Account Executive @ LoanPro
San Francisco, CA, US
William Morales's Location
San Francisco, California, United States, United States
William Morales's Contact Details

William Morales work email

William Morales personal email

About William Morales

A seasoned go-to-market (GTM) leader & player/coach in financial services 💼 with 16+ years of planning, executing, and delivering growth across a broad range of organizations in Banking & FinTech.🧰 SKILLS:Advised 500+ founders & product leaders across the globe 🌎 on building new product solutions, launching bank partnerships, and best practices for managing risk in this current environment.Developed & iterated new GTM strategies with initiatives that include 📝: (i) targeted outreach to top prospects, (ii) custom email sequences (by vertical), (iii) local events & conferences, and (iv) content development (e.g. thought leadership guides, webinars, weekly posts).In 10+ years of banking 🏦, I was a management leader across San Francisco 🌁 -- overseeing 6 retail branches and 200+ direct reports towards a top ranking in the retail division.🏆 SUCCESSES:My advisory approach led to new fintech deals totaling $9M+ in ARR 📈, which included embedded banking, crypto, credit, and payments.I formalized the enterprise function for an embedded infrastructure provider by building a GTM playbook 📖 that led to 4 new clients, which included a top Brazilian bank and consumer lender in the US.As a passionate advocate of FinTech 📱, I established a digital community for an audience of 20K+ founders, product leaders, operators, and industry professionals -- creating a library of 6+ years of content (weekly deep dives, trends analysis, newsletters📮) on FinTechtris.com.🤝 Happy to be a consultative resource for those interested in embedded finance, partnerships, program management, and strategic expansion (by product or geography). Let's connect here and start a discussion!

William Morales's Current Company Details
LoanPro

Loanpro

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Enterprise Account Executive
San Francisco, CA, US
William Morales Work Experience Details
  • Loanpro
    Enterprise Account Executive
    Loanpro
    San Francisco, Ca, Us
  • Synctera
    Senior Sales Executive
    Synctera Jan 2024 - Present
    San Francisco, Ca, Us
    Committed to enabling new revenue streams for fintechs & non-fintechs launching financial services programs for individuals & business clients (in US & Canada).
  • Fintechtris
    Founder, Head Of Strategy & Business Operations
    Fintechtris Sep 2017 - Present
    San Francisco, Ca, Us
    A 20K+ global community of founders, product teams, and builders fueling the next generation of financial services. Weekly discussion on trends and delivering resources for building & launching programs in payments, banking, and lending. Over 4 years of insights on evaluating bank partnerships and programs, current industry leaders (Deep Dives), and high-growth sectors (Sector Spotlight).1:1 guidance for new and existing companies narrowing their use case, exploring product design & roadmap, reviewing banking services providers, and/or figuring out implementation/program requirements.Opportunities available to collaborate on content, marketing, events, and new releases.
  • The Financial Club
    Member
    The Financial Club Aug 2024 - Present
    San Francisco / New York, Us
    A diverse community where experts in Finance and Technology can grow their professional network.
  • Socialpreneur Lab
    Advisor, Product Management & Business Development
    Socialpreneur Lab Nov 2023 - Present
    Building the 2024 Go-to-Market (GTM) strategy for SocialPreneur's direct-to-consumer (D2C) entrepreneurship program for teens.I'm also leading the design and evaluation process of banking programs to complement the existing experience for students & schools.
  • Moneyup
    Advisor, Go-To-Market Strategy & Growth
    Moneyup Sep 2022 - Present
    As part of the FinTechtris' GTM Strategy channel, I'm actively advising the founding team on refining MVP and go-to-market strategy from consumer-focused banking app to a B2B payments platform (serving universities, community groups, and small businesses).
  • Synapse
    Sr. Account Executive, Enterprise Partnerships
    Synapse Jun 2022 - Nov 2023
    San Francisco, California, Us
    Established relationships with enterprise firms exploring embedded finance as an add-on to their existing platform.Enterprise clients included public financial institutions, established consumer lenders, well-known retail brands, and leading global marketing companies. Managed discovery process, responding to RFPs, multi-channel stakeholders (e.g. operations, compliance, legal, product), contract negotiation, and implementation handoffs.
  • Synapse
    Account Executive
    Synapse Mar 2020 - May 2022
    San Francisco, California, Us
    Managed a pipeline of platforms launching digital wallets, neobanks, credit cards, crypto savings, investments, or other programs for consumer and/or business users. Built custom docs (product decks, fund flow diagrams, revenue models) for each prospective platform. Leveraged case studies, product guides, and an API sandbox to demo program capabilities.Boosted team's sales ops and enablement with FAQs for new hires and new product initiatives.
  • Synapse
    Inside Sales Representative
    Synapse Sep 2019 - Feb 2020
    San Francisco, California, Us
    Managed 120+ inbound leads monthly for sales team.Owned initial qualification and pre-screening of leads during an intro call.Leads varied from pre-product startups to established enteprises looking to consolidate banking partnerships OR add new products.
  • Chase
    Vp, Branch Manager - Chase Private Client
    Chase Oct 2016 - Sep 2019
    New York, Ny, Us
    Proud to be part of an established institution with a superb culture around its clients and associates. I lead three diverse teams of 20+ direct reports each, in sales and customer success initiatives tied to deposit growth, quality adoption as primary bank, and delivering exceptional user experiences through advising on client's financial goals.
  • Bank Of America
    Vp, Financial Center Manager (Sf Metro Area)
    Bank Of America Dec 2009 - Oct 2016
    Charlotte, Nc, Us
  • Bank Of America
    Avp, Business Operations Manager
    Bank Of America Dec 2007 - Nov 2009
    Charlotte, Nc, Us
  • Bank Of America
    Partnerships & Business Development Manager - Small Business Banking
    Bank Of America Apr 2006 - Nov 2007
    Charlotte, Nc, Us
  • Givelight Foundation
    Digital Marketing Manager
    Givelight Foundation Jun 2015 - Jan 2016
    Santa Clara, California, Us
    Valuable hands-on experience volunteering for this nonprofit on developing and managing digital marketing campaigns targeting increased brand awareness and further support of their humanitarian mission. I actively tracked reporting on KPIs, identified critical areas of growth opportunity, and made adjustments for improvement.
  • Western Peaks Financial Corp
    Strategic Finance Associate - Commercial Real Estate
    Western Peaks Financial Corp Jun 2002 - Mar 2006
    Assist this private mezzanine and equity lender to build and analyze the daily investment opportunities it receives; underwrite loan requests which fit into one or more of the company's loan programs; and close loans under application.

William Morales Skills

Banking Management Loans Retail Banking Leadership Customer Service Finance Financial Analysis Analysis Credit Sales Management Risk Management Team Leadership Team Building Investments Customer Relations Problem Solving Mentoring Credit Analysis Deposits Microsoft Excel Sales Strategic Planning Branch Management Coaching Cash Management Credit Risk Consumer Lending Customer Satisfaction Due Diligence Mortgage Powerpoint Outlook Financial Risk Microsoft Word Mortgage Lending Mortgage Banking Financial Services Relationship Management Risk Excel Word Digital Marketing Social Media Consulting Customer Relationship Management

William Morales Education Details

  • University Of San Francisco
    University Of San Francisco
    Entrepreneurship And Management
  • University Of San Francisco
    University Of San Francisco
    General

Frequently Asked Questions about William Morales

What company does William Morales work for?

William Morales works for Loanpro

What is William Morales's role at the current company?

William Morales's current role is Enterprise Account Executive.

What is William Morales's email address?

William Morales's email address is wi****@****ica.com

What schools did William Morales attend?

William Morales attended University Of San Francisco, University Of San Francisco.

What are some of William Morales's interests?

William Morales has interest in Associate Development, Mma, Blogging, Coaching, Consulting, Traveling, Playing And Watching Sports, Playing Saxophone, Baseball, Community Outreach.

What skills is William Morales known for?

William Morales has skills like Banking, Management, Loans, Retail Banking, Leadership, Customer Service, Finance, Financial Analysis, Analysis, Credit, Sales Management, Risk Management.

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