Juan Lopez

Evaluator
DISC Type : cds

EVP CFO and Treasurer at Independence Health Group, Inc.

Merchantville, New Jersey, United States

Overview

Juan Lopez is a seasoned financial executive with over 30 years of experience in the healthcare and financial services industries. As EVP, CFO, and Treasurer for Independence Health Group, he leads all financial functions and strategic planning. He is a Certified Public Accountant and holds a BS in Accounting from La Salle University.

Deeply committed to his community, Juan serves as the Board Chair for Providence Center, a non-profit serving North Philadelphia. He also sits on the boards of Freds Footsteps, Cristo Rey Philadelphia High School, and Esperanza, actively supporting youth, education, and the local Latinx community.

In 2023, the Philadelphia Business Journal recognized him as a "CFO of the Year" for his outstanding performance.

Personality Overview

Fast But Analytical

Hard To Convince

Quality Focused

They focus on the results, but can still be quite procedural and analytical about how to get there  They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical They are not very likely to become strong advocates of your product or service

Topics They Care About

Community Leadership
Serves as Board Chair for Providence Center and is a board member for several other Philadelphia non-profits, including Fred's Footsteps and Esperanza.
Healthcare Finance
His career spans over 30 years in senior financial roles at major health insurers, including Independence Blue Cross and CIGNA.
Diversity and Inclusion
He is the executive sponsor for the Latino Associate Resource Group at his company and champions supplier diversity initiatives.

Media Appearances

The heart of Independence Blue Cross has a Latin beat. Featured in Al Día News

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Juan López is now the number two man at Independence Blue Cross. Featured in Al Día News

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Juan Lopez, Independence Blue Cross: Profile and Biography. Featured in Bloomberg

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Work History

4-2021
EVP CFO and Treasurer at Independence Health Group, Inc.
12-2013 - 7-2023
VP Treasury Services at Independence Blue Cross
7-2010 - 12-2013
Controller/Senior Director at Independence Blue Cross
11-2009 - 7-2010
Accounting Senior Director; IT Finance at CIGNA Healthcare
1997 - 2008
Accounting at CIGNA

Education

1985 - 1990
BS in Accounting from La Salle University

More Information

Social Presence :

Prographics :

Exp : 28 Location : Merchantville, New Jersey, United States Job Level : Leadership Designation : EVP CFO and Treasurer at Independence Health Group, Inc.
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Insights For Selling To Juan

During A Call Or A Meeting

DO's

  • Be prepared for comments or questions that are critical of your product or your claims
  • Help them weigh the risks by sharing objective proof points instead of anecdotes and examples
  • Keep a professional, business-like approach; especially if you tend to get informal quickly

DONT's

  • Don’t nudge them to do something by using the logic that others have done the same
  • Avoid inviting them for any social interactions until you have built some rapport with them
  • Don’t focus on relationship, focus purely on the merit of your product

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Juan is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Juan

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Juan move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Juan take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Juan

Personality Compatibility


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