Youri Nelson

Evaluator
DISC Type : DCS

Intelligent Systems Engineering Advisory Board Member at University of North Carolina Wilmington

Greater Wilmington Area, United States

Overview

Youri Nelson is the Co-Founder and CTO of Lumos Data, where he leads product and engineering to build modern data infrastructure for financial institutions. He has a background in analytics from his time at Live Oak Bank and serves on an advisory board for the University of North Carolina Wilmington, his alma mater.

Personality Overview

Hard To Convince

Fast But Analytical

Thorough Evaluator

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 They focus on the results, but can still be quite procedural and analytical about how to get there

Topics They Care About

Fintech Infrastructure
As CTO of Lumos Data, he is focused on building scalable systems and APIs that make complex risk and credit data more transparent and usable for banks.
Small Business Lending
His company's mission is to help financial institutions better serve small businesses by providing them with actionable data for stronger credit and risk decisions.
AI in Banking
He recently participated as a speaker in a conversation on the applications of AI, indicating an active interest in the subject's role within the financial sector.

Media Appearances

Advisory Boards - UNCW. Featured in University of North Carolina Wilmington

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Work History

5-2025
Intelligent Systems Engineering Advisory Board Member at University of North Carolina Wilmington
10-2021
Co-Founder & Chief Technology Officer at Lumos Data
2-2019 - 10-2021
Vice President of Analytics at Live Oak Bank
9-2017 - 10-2021
Data Scientist at Live Oak Bank
1-2016 - 9-2017
Data Analyst at Live Oak Bank

Education

2010 - 2011
Masters of Science from University of North Carolina Wilmington
2007 - 2011
Bachelor of Sciences from University of North Carolina Wilmington

More Information

Social Presence :

Prographics :

Exp : 10 Location : Greater Wilmington Area, United States Job Level : Leadership Designation : Intelligent Systems Engineering Advisory Board Member at University of North Carolina Wilmington
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Insights For Selling To Youri

During A Call Or A Meeting

DO's

  • Showcase your competitive superiority clearly when possible or address it at the minimum
  • Help them see both - the ‘big picture’ impact and the ROI of the investment
  • Keep a professional, business-like approach; especially if you tend to get informal quickly

DONT's

  • Avoid too much small talk, just a few formal pleasantries should be fine
  • Avoid self-deprecating references or general informality, it could decrease their trust in you
  • 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 Youri is

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

  • 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 Youri move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Youri 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 Youri

Personality Compatibility


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