Lucas Rodriguez

Enigma
DISC Type : cid

Director of Financial Planning and Decision Support at Beebe Healthcare

Greater Philadelphia, United States

Overview

Lucas is a results-driven Transformation and Analytics Leader at Beebe Healthcare, leveraging an extensive background in finance from senior roles at JP Morgan and Chase. He is skilled in financial planning, decision science, and developing high-performance teams. People who have worked with him describe him as talented and energetic, noting his Lean Six Sigma certification and education from the University of Delaware.

Based on his activities, Lucas is deeply invested in his teams success and the well-being of his community. He frequently expresses pride in his colleagues achievements and promotes a message of bringing quality care to the local Sussex County area, reflecting a strong sense of organizational and community pride.

While at Chase, he was a key member of the team that created and launched the ChaseHealthAdvance product, which generated over $500 million in revenue in its third year.

Personality Overview

Persuasive & Assertive

Challenger

Fast Follower

They are generally strong communicators and are not easy to convince.  They can sound friendly and charming but can quickly change gears to become inquisitive and probing  They are likely to ask many questions and look heavily for supporting proof as well as information.

Topics They Care About

Healthcare Analytics
As Director of Financial Planning and Decision Support at Beebe Healthcare, he provides data-based insights to executive teams for strategic planning and expansion.
Financial Planning
His career includes Vice President roles at JP Morgan and Chase, focusing on business analytics, financial planning, and program management.
Team Leadership
His professional summary highlights his ability to develop high-performance teams, and his posts show immense pride in his colleagues' work and success.

Media Appearances

Lucas Rodriguez - Director Of Financial Planning And Decision Support at Beebe Healthcare. Featured in The Org

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Work History

9-2016
Director of Financial Planning and Decision Support at Beebe Healthcare
2-2015 - 8-2016
Client Development Director at Kforce Inc
4-2014 - 12-2014
Account Director at CE Solutions
3-2011 - 10-2013
Vice President - Program Management at JP Morgan
5-2006 - 3-2011
Vice President - Marketing/Business Analytics at Chase

Education

English from University of Delaware
International Marketing from INTE College

More Information

Social Presence :

Prographics :

Exp : 20 Location : Greater Philadelphia, United States Job Level : Mid-senior Designation : Director of Financial Planning and Decision Support at Beebe Healthcare
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Insights For Selling To Lucas

During A Call Or A Meeting

DO's

  • Use a combination of data as well as stories for your pitch, a ppt might not be necessary
  • Be prepared for a mix of questions and inquisitiveness, answer them in the tone in which they have been asked
  • Leverage 'negging', or the art of asking negative questions like "you must not be convinced yet..."

DONT's

  • Avoid making offhand commitments, understand the root of their concerns first
  • Don’t try to rush them into a decision, provide all necessary information first
  • Avoid long presentations and just 'high-level' value proposition, dive into the details

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Lucas is

  • Proven value, strong objective evidence are important for them, rapport can impact decisions a little.
  • Will you ever get a clear answer from Lucas

  • They are practical and friendly, but can give a clear response with a little prodding

Insights For Deal Planning

    How fast (or slow) will Lucas move?

  • They like to be detailed, so unless they develop strong conviction, they can take their time to arrive at decisions
  • Can Lucas take some risk or not?

  • They evaluate their decisions systematically and do not take risks that often, unless you can get them to develop strong conviction

You And Lucas

Personality Compatibility


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