Mario Mastroianni, CEPA

Mario Mastroianni, CEPA

Mario joined Clearstead in 2024 as Managing Director, Enterprise Business Development. In this role, he is a member of the firm’s Sales and Marketing team and develops opportunities and supports the firm’s organic growth. He brings over 20 years of experience in business development and sales in Financial Services.

Prior to joining Clearstead, Mario was a Sales Executive of Life Insurance for Oswald Companies and held various other sales positions throughout his career. He earned a B.A. in Business Administration from Juniata College and holds the Certified Exit Planning Advisor designation.