Brian Moreno, CFA

Inquisitor
DISC Type : Ic

Group CFO at Clikalia

Madrid, Community of Madrid, Spain

Overview

Brian Moreno is the Group CFO at Clikalia, a leading digital real estate platform in Europe and Mexico. His expertise lies in M&A, corporate finance, and capital structuring, built during a long tenure at Banco Santander. He is a CFA charterholder and an alumnus of Harvard Business School.

He previously specialized in leading equity investments for sustainable energy projects, focusing on complex financial analysis and tax benefit optimization.

Personality Overview

Curious

Example Seeker

Assertive

They can sound friendly and charming but can quickly change gears to become inquisitive and probing.  They often ask many questions and rely heavily on information and documentation. They are generally strong communicators and are not easy to convince.

Topics They Care About

Real Estate Tech
As Group CFO of Clikalia, he is at the forefront of digitally transforming the real estate market in Europe and Mexico.
Mergers & Acquisitions
Has extensive experience originating and executing M&A deals across the USA, Latin America, and Europe from his time at Banco Santander.
Sustainable Investing
Previously led equity investments in sustainable energy projects, focusing on origination, financial analysis, and optimizing investment structures.

Media Appearances

Brian Moreno | Clikalia - GRI Institute. Featured in GRI Institute

See Now

Work History

12-2019
Group CFO at Clikalia
2-2022
Country Head Portugal at Clikalia
6-2016 - 7-2018
Vice President - M&A at Banco Santander
1-2015 - 6-2016
Vice President - Asset & Capital Structuring at Banco Santander
10-2011 - 1-2015
Associate CIB USA at Banco Santander

Education

AMP 205 from Harvard Business School
Executive Program Singapore from INSEAD

More Information

Social Presence :

Prographics :

Exp : 15 Location : Madrid, Community of Madrid, Spain Job Level : Leadership Designation : Group CFO at Clikalia
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Insights For Selling To Brian

During A Call Or A Meeting

DO's

  • Share testimonials from known people and give multiple examples of product value
  • Persuade objectively how your product will help them achieve their goals
  • Be prepared for a lot of questions, answer them objectively

DONT's

  • Don’t be too objective but make sure to pad your storytelling with data points
  • Don’t try to rush them into a decision, provide all necessary information first
  • Don’t rely excessively on your relationship with them to win the deal

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Brian is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Brian

  • They are practical yet friendly, don’t expect a clear no very often.

Insights For Deal Planning

    How fast (or slow) will Brian move?

  • They like to analyze well and then make their decisions.
  • Can Brian take some risk or not?

  • They systematically evaluate all decisions and are unlikely to take many risks.

You And Brian

Personality Compatibility


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