Andrés Oconitrillo

Activist
DISC Type : Cd

Director Ejecutivo de Finanzas (CFO) at Bankaool

Grecia, Alajuela, Costa Rica, Mexico

Overview

Andrés Oconitrillo is the Chief Strategy Officer and CFO at Bankaool, where he leads financial planning, M&A, and strategic execution. With a background in investment banking as Managing Partner at Oco Capital and a Masters in Finance from EGADE Business School, he is a key player in Mexicos financial market.

Originally dreaming of a creative career, Andrés aspired to be a cartoonist and musician as a child, always carrying a guitar and sketchbook with him. He uses a personal, storytelling approach on professional platforms, sharing insights beyond his work in finance and economics.

Unique fact: Despite a successful career in finance, he never dreamed of being an economist as a child.

Personality Overview

Logical And Quick

Perfectionist

Value Conscious

They can be nudged to make faster decisions by offering what they value.  They care equally about the product and its potential impact. They respond well to confident salespeople.

Topics They Care About

Financial Strategy
As CSO and CFO of Bankaool, he is in charge of defining and executing the bank's strategy and assessing the financial implications of strategic choices.
M&A Advisory
Leads the mergers and acquisitions (M&A) department at Bankaool and has a background as Managing Partner at Oco Capital, an investment banking firm.
Mexican Financial Market
Expressed excitement about being an active participant in the Mexican financial market, which is the second-largest economy in Latin America.

Media Appearances

Andrés has no verified media appearances

Work History

2-2025
Director Ejecutivo de Finanzas (CFO) at Bankaool
1-2024 - 2-2025
Chief Strategy Officer at Bankaool
4-2023 - 2-2025
Managing Partner at Oco Capital
3-2022 - 8-2023
Senior Finance Business Partner at Experian
12-2019 - 3-2022
FP&A - Finance Manager (Vice President) at Citi

Education

2018 - 2019
Master in Finance - MAF from EGADE Business School del Tecnológico de Monterrey
2007 - 2010
Economics from Universidad Nacional

More Information

Social Presence :

Prographics :

Exp : N/A Location : Grecia, Alajuela, Costa Rica, Mexico Job Level : N/A Designation : Director Ejecutivo de Finanzas (CFO) at Bankaool
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Insights For Selling To Andrés

During A Call Or A Meeting

DO's

  • Ask them questions confidently while doing discovery, don’t be apologetic
  • Make sure that they have the necessary authority, they could present false stature sometimes
  • Get to the point quickly instead of spending too much time on pleasantries

DONT's

  • Don’t try to be an alpha salesperson, give them equal space
  • Do not give up if they are not convinced, try again with a different approach
  • Avoid long winding pitches, stay objective

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Andrés is

  • Conviction in the product matters to them, followed by proof points and strong testimonials.
  • Will you ever get a clear answer from Andrés

  • They may not be very forthcoming, but they will say no if needed.

Insights For Deal Planning

    How fast (or slow) will Andrés move?

  • They are neither the fastest decision makers nor the slowest.
  • Can Andrés take some risk or not?

  • They can take risks but after weighing up the pros and cons.

You And Andrés

Personality Compatibility


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