Vanessa Lugo Anseume, CPA

Critic
DISC Type : C

EVP & CFO at Ocean Bank

Miami, Florida, United States

Overview

Vanessa is the Executive Vice President & CFO at Ocean Bank, where she has progressively advanced since joining from PwC. She holds dual bachelors degrees in Business Administration and Accounting from Universidad Católica Andrés Bello and is described by colleagues as an enthusiastic, excellent, and highly competent professional.

Outside of her financial career, Vanessa is dedicated to philanthropy and personal challenges. She is currently on a fundraising journey, training to run in the 2025 Boston Marathon to support the National Braille Press, inspired by a personal connection to the cause.

She is training for the 2025 Boston Marathon for charity.

Personality Overview

Negotiator

Objective Thinker

Critic

It is very likely that they will negotiate pricing or other important terms.  They like to do things independently and don’t look for support from others. They choose to analyze logically and value facts to emotions.

Topics They Care About

Financial Leadership
Her career shows a clear trajectory of leadership, rising from Chief Accounting Officer to her current position as EVP & CFO at Ocean Bank.
Marathon Running
She is actively training and fundraising for her participation in the 2025 Boston Marathon, showing significant personal commitment.
Philanthropic Causes
Her marathon run is dedicated to fundraising for a specific cause, the National Braille Press.

Media Appearances

VANESSA LUGO PROMOTED TO CFO. Featured in Ocean Bank

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How Ocean Bank plans to compete as CFO eyes AI, organic growth. Featured in South Florida Business Journal

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Vanessa Lugo Promoted to CFO - Miami - Ocean Bank. Featured in Ocean Bank (Press Release)

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Work History

1-2024
EVP & CFO at Ocean Bank
6-2017 - 1-2024
SVP & Operating Chief Financial Officer at Ocean Bank
10-2015 - 6-2017
Chief Accounting Officer at Ocean Bank
10-2010 - 10-2015
Financial Services Manager at PwC
8-2005 - 10-2010
Senior Auditor at PwC

Education

2002 - 2007
Bachelor of Business Administration (BBA) from UCAB - Universidad Católica Andrés Bello
2002 - 2007
Bachelor in Accounting from UCAB - Universidad Católica Andrés Bello

More Information

Social Presence :

Prographics :

Exp : 20 Location : Miami, Florida, United States Job Level : Leadership Designation : EVP & CFO at Ocean Bank
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Insights For Selling To Vanessa

During A Call Or A Meeting

DO's

  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.
  • Be ready for penetrating questions and critical examination of your pitch
  • Keep some extra margin while sharing pricing, they are likely to negotiate later

DONT's

  • Don’t try too hard to build a relationship with them
  • Avoid pushing them too much to involve other stakeholders unless it is critical
  • Avoid phrases like ‘trust me’, ‘others just love’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Vanessa is

  • Proven ROI, pricing and objective proof points are the factors that sway their decision.
  • Will you ever get a clear answer from Vanessa

  • They are comfortable saying no if they are convinced that it is the correct decision.

Insights For Deal Planning

    How fast (or slow) will Vanessa move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Vanessa take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Vanessa

Personality Compatibility


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