Jose Nunez

Sharpshooter
DISC Type : DC

Banking Industry Advisor Director at Microsoft

Miami-Fort Lauderdale Area, United States

Overview

Jose is a Banking Industry Advisor Director at Microsoft with over 27 years of experience specializing in business transformation for the financial industry. He has completed programs at MIT Sloan and Northwestern Kellogg. Colleagues praise his great leadership and excellent sense of responsibility.

An active international speaker, he recently presented at a Finastra conference on how Generative AI is the new frontier for the banking industry.

Personality Overview

Thorough Evaluator

ROI Driven

Precise But Practical

They like to stay in control of the negotiation or defining of the terms.  They do not care very much about building rapport or relationships. They are less concerned about the product and more about its potential impact.

Topics They Care About

Generative AI in Banking
He is a frequent public speaker on this topic, recently leading a session at a Finastra event on how Generative AI is the new frontier for banking.
Financial Industry Strategy
As an Industry Advisor Director, he provides strategic vision and insights for the financial sector in the Americas, collaborating directly with C-level executives.
Large-Scale Transformation
His career at Microsoft has centered on leading customers through complex digital transformations, focusing on business strategy, technology, and culture.

Media Appearances

Jose has no verified media appearances

Work History

1-2024
Banking Industry Advisor Director at Microsoft
7-2021 - 12-2023
Customer Transformation Lead - LATAM at Microsoft
10-2020 - 7-2021
Services CTO - Architect Manager - LATAM at Microsoft
11-2019 - 6-2021
Services Solutions Director - Latam at Microsoft
10-2015 - 11-2019
Business Solutions Architect Manager - LATAM at Microsoft

Education

6-2025 - 7-2025
Data Monetization Strategy: Creating Value Through Data from MIT Sloan School of Management
2-2023 - 4-2023
Digital Marketing Strategies - Data from Northwestern University - Kellogg School of Management

More Information

Social Presence :

Prographics :

Exp : 28 Location : Miami-Fort Lauderdale Area, United States Job Level : Mid-senior Designation : Banking Industry Advisor Director at Microsoft
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Insights For Selling To Jose

During A Call Or A Meeting

DO's

  • Refer to testimonials from well-known industry leaders
  • Be respectful but crisp
  • Help them weigh the risks by sharing objective proof points without becoming too analytical

DONT's

  • Do not spend too much time focusing on product tech or features
  • Do not hesitate from asking counter questions, just avoid challenging their authority
  • Don’t be in a rush to invite them for a social meet and greet

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jose is

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

  • If they are not convinced, they will have no hesitation in telling you the same.

Insights For Deal Planning

    How fast (or slow) will Jose move?

  • If convinced, they can reach decisions quite fast.
  • Can Jose take some risk or not?

  • They do not shy away from taking risks, but can be quite binary about them.

You And Jose

Personality Compatibility


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