Juan B. in

Juan B.

Critic · DISC type C
Director at BNY
📍 New York City Metropolitan Area, United States

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.

Read the full overview →
Experience
11 Years
Current Role
Director
Job Level
Mid-senior
Location
New York City Metropolitan Area, United States
Personality Overview

How Juan shows up

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.

Priorities

Topics Juan cares 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.
+4 more topics Login to view topics
Career

Work history

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

Media appearances

No media yetWe could not find public media appearances for this person.
Education
Bachelor's degree
Clemson University
Bachelor of Business Administration (BBA)
University of Central Florida
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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