Leo Ortiz

Doer
DISC Type : ds

Associate EVP IT Application Transformation at SECU

Raleigh-Durham-Chapel Hill Area, United States

Overview

Leo Ortiz leads IT Application Transformation at SECU, leveraging his expertise in core banking systems and manufacturing process improvement to deliver robust solutions. Colleagues describe him as a knowledgeable, conscientious, and exceptionally capable leader. He holds an Associates Degree from Indiana University Northwest.

Leo is focused on professional growth and community, actively seeking to connect with other executives in the Raleigh area. He shows a keen interest in the intersection of technology and human factors, emphasizing that mindset changes are crucial for successful tech adoption.

His application of manufacturing process improvement principles to the financial IT sector is a distinctive aspect of his professional approach.

Personality Overview

Strategic Planner

Deliberate Doer

Long-term Focused

Reading between the lines and seeing beyond your words comes naturally to them.  They might take some time to make their mind up but once they do, they don't change it easily. They are very professional in their approach and can weigh multiple perspectives together.

Topics They Care About

IT Transformation
He spearheads IT Application Transformation at SECU, focusing on enhancing core banking systems to deliver enterprise value through secure, robust solutions.
AI Implementation
He is focused on AI readiness, stressing that laying the proper groundwork and addressing the human element are critical for any successful AI initiative.
Servant Leadership
His leadership philosophy is rooted in servant leadership, prioritizing team success and fostering a collaborative environment to solve IT challenges.

Media Appearances

Leo has no verified media appearances

Work History

5-2024
Associate EVP IT Application Transformation at SECU
11-2022 - 5-2024
SVP Core Banking Systems at SECU
12-2021 - 11-2022
Lead Solutions Architect at SECU
10-2018 - 12-2021
IT Team Manager at First Citizens Bank
1-2017 - 9-2018
Technical Lead at First Citizens Bank

Education

1985 - 1990
Associates Degree from Indiana University Northwest
1980 - 1985
Associates Degree from Indiana University, Northwest Campus

More Information

Social Presence :

Prographics :

Exp : 36 Location : Raleigh-Durham-Chapel Hill Area, United States Job Level : Leadership Designation : Associate EVP IT Application Transformation at SECU
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Insights For Selling To Leo

During A Call Or A Meeting

DO's

  • Ask them at the end if they see a strong value prop in your product; expect an honest answer
  • Focus on the results that your product produces, expect some strategic questions in return
  • Let them know of potential risks but suggest mitigation methods alongside

DONT's

  • Don't go over them unless you are left with no other option
  • Don't take their patience for granted, avoid long-winding sermons
  • Don't get into pricing discussions early on, steer conversation towards proven results

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Leo is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Leo

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Leo move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Leo take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Leo

Personality Compatibility


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