Humberto Pereira

Judge
DISC Type : Dc

Managing Director & CEO at Finanzas Optimum

Mexico

Overview

Humberto is the Managing Director & CEO of Finanzas Optimum, with extensive experience in transforming banking and financial organizations from his prior senior roles at Santander. A graduate of IPADE Business School, colleagues describe him as professional, hard-working, and results-oriented, with deep expertise in investment management and creating high-performance teams.

He is passionate about personal and professional growth, frequently referencing concepts like the "Compound Effect" and "Continuous Improvement. " Humberto is also keenly interested in how emerging technology is redefining investment strategies and shaping the future of finance.

He operates with the personal mantra that "failure is not an option, " which fuels his strategic vision.

Personality Overview

Generally Skeptic

Features Driven

Quality Focused

They like to act fast and expect others to do the same.  They like to be in a position where they can control the conversation and terms. More than the product, they care about the effectiveness of the product.

Topics They Care About

Organizational Transformation
His professional focus is on transforming banking and financial organizations by creating high-performance teams and a client-centric culture.
Technology in Investing
He recently highlighted a session on how technology is redefining investment methods, showing a strong interest in the evolution of FinTech.
Continuous Improvement
He is a proponent of the "Compound Effect" and believes in working consistently to become a better version of himself each day.

Media Appearances

Humberto has no verified media appearances

Work History

3-2025
Managing Director & CEO at Finanzas Optimum
10-2017 - 1-2025
Director Ejecutivo Regional Norte at Santander
4-2014 - 9-2017
Director Head of Investment Banking Local Corporates at Santander
1-2011 - 4-2014
Director of Origination Investment Banking at Santander
6-2007 - 1-2011
Debt Capital Markets & Securitization Vicepresident at Santander

Education

2020 - 2021
AD2 from IPADE Business School
3-2019 - 11-2019
Diploma from Instituto Tecnológico Autónomo de México

More Information

Social Presence :

Prographics :

Exp : 24 Location : Mexico Job Level : Leadership Designation : Managing Director & CEO at Finanzas Optimum
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Insights For Selling To Humberto

During A Call Or A Meeting

DO's

  • Objectively showcase the impact that your product creates
  • Be respectful but crisp
  • Help them weigh the risks by sharing objective proof points without becoming too analytical

DONT's

  • Avoid being a storyteller and don’t try to oversell
  • Avoid being too verbose
  • Do not spend too much time focusing on product tech or features

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Humberto is

  • Confidence in impact is paramount to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Humberto

  • If they decide not to go ahead, they will say no without hesitation.

Insights For Deal Planning

    How fast (or slow) will Humberto move?

  • They can take decisions very fast if you manage to convince them.
  • Can Humberto take some risk or not?

  • The risks don’t matter much to them.

You And Humberto

Personality Compatibility


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