Felipe Sullivan Teixeira

Questioner
DISC Type : c

Head Digital Investments at Inter

São Paulo, São Paulo, Brazil

Overview

Felipe is a product leader with over a decade of experience in the financial market, specializing in combining finance with digital content and growth strategies. As the Head of Digital Investments at Inter, he focuses on simplifying finance through technology. He holds a degree in Business Administration and a CEA investment specialist certification.

Felipe is passionate about helping people achieve their financial goals with clarity and confidence. His focus is on leveraging technology to make the world of finance more accessible and understandable for everyone.

He is dedicated to revolutionizing the digitalization of real-world assets through technologies like tokenization.

Personality Overview

Value Seeker

Cautious & Analytical

Not Easily Convinced

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.  They prefer to fully evaluate every situation. They are more likely than others to negotiate on pricing and terms.

Topics They Care About

Digital Investments
As the Head of Digital Investments at Inter, he is focused on growing the company's AuC and developing new digital investment products.
Fintech Innovation
His career is driven by a passion for simplifying the financial world with technology to help people achieve their financial goals.
Asset Tokenization
He has recently posted about how tokenization is revolutionizing the digitalization of real-world assets, viewing it as a new investment opportunity.

Media Appearances

Felipe has no verified media appearances

Work History

12-2024
Head Digital Investments at Inter
3-2024 - 11-2024
Head Varejo (B2C e B2B) at Liqi Digital Assets
4-2022 - 8-2023
Sócio - Head of Product and Partners InfoMoney at XP Inc.
4-2021 - 3-2022
Sócio - Head of Product and Revenue Research (XP and Rico) at XP Inc.
10-2019 - 3-2021
Head of Product - Digital Content at Rico.com.vc

Education

2009 - 2013
Administração de Empresas from Universidade Presbiteriana Mackenzie

More Information

Social Presence :

Prographics :

Exp : 15 Location : São Paulo, São Paulo, Brazil Job Level : N/A Designation : Head Digital Investments at Inter
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Insights For Selling To Felipe

During A Call Or A Meeting

DO's

  • Back up any claims with data and numbers
  • Keep some extra margin in hand as they will likely negotiate the pricing
  • If you have a lower priced product compared to the competition, call out the same

DONT's

  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Don’t overhype the product/pitch, keep it measured
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Felipe is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Felipe

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Felipe move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Felipe take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Felipe

Personality Compatibility


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