Juan B.

Critic
DISC Type : C

Director at BNY

New York City Metropolitan Area, United States

Overview

Juan is a Director in BNYs Treasury Services group, focusing on global cash management and liquidity solutions. A Certified Treasury Professional with experience at PwC and HSBC, he leads product innovation and digitization initiatives. Colleagues describe him as intelligent, strategic, and dedicated.

He appears to be a proactive networker, frequently attending industry events like the Felaban conference and McKinseys Cash Management Forum. Juan enjoys connecting with peers and clients to discuss emerging trends, suggesting a passion for professional community building and continuous learning.

Juan graduated with Cum Laude honors, a distinction awarded to the top 10% of his university class.

Personality Overview

ROI Driven

Objective Thinker

Negotiator

They prefer to analyze logically and value objective facts over emotions.  They are quite likely to negotiate on pricing or other key terms. They like to take decisions independently and do not seek others' support often.

Topics They Care About

Payment Innovation
Represents BNY at industry events to discuss payment innovation, liquidity, and trade finance, particularly within Latin American markets.
Fintech Partnerships
Attended a recent McKinsey forum where the growing importance of fintech partnerships in the future of treasury and cash management was a key topic.
Digital Assets
Actively promotes opportunities on his team to collaborate with innovative clients in the digital asset space, showing a focus on this emerging sector.

Media Appearances

Juan has no verified media appearances

Work History

3-2024
Director at BNY
11-2022 - 3-2024
Senior Vice President at BNY
4-2021 - 11-2022
Senior Consultant at PwC
6-2018 - 12-2020
Vice President at HSBC
6-2017 - 6-2018
Assistant Vice President at Citi

Education

Bachelor's degree from Clemson University
Bachelor of Business Administration (BBA) from University of Central Florida

More Information

Social Presence :

Prographics :

Exp : 11 Location : New York City Metropolitan Area, United States Job Level : Mid-senior Designation : Director at BNY
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Insights For Selling To Juan

During A Call Or A Meeting

DO's

  • Be ready to answer many clarity-seeking questions and requests for information
  • Tell them what ROI they can expect
  • Leverage facts and figures wherever possible; use percentages, numbers etc.

DONT's

  • Make extra effort to not seem pushy or confrontational
  • Avoid phrases like ‘trust me’, ‘others just love’ etc.
  • Don't give superficial answers, they are easily rattled by them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Juan is

  • Proof of ROI, low pricing and objective proof points are the important factors for them.
  • Will you ever get a clear answer from Juan

  • They do not mind saying no if they believe that it is the right decision.

Insights For Deal Planning

    How fast (or slow) will Juan move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Juan take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Juan

Personality Compatibility


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