Giuliana Tomiyasu, CEA

Examiner
DISC Type : cs

Gerente comercial de Investimentos at PicPay

São Paulo, São Paulo, Brazil

Overview

Giuliana is a Commercial Investment Manager at PicPay, specializing in managing relationships with high-income clients. Her background includes roles at major financial institutions like Banco Original and Itaú Unibanco. She holds the prestigious CEA and CPA 20 certifications, underscoring her expertise in the investment field.

She is a highly disciplined and determined professional who values focus and continuous growth. Giuliana keeps abreast of business and current events by following major media outlets such as Forbes and UOL, indicating a strong interest in the broader economic landscape.

She recently earned the rigorous CEA certification from ANBIMA, an accomplishment she celebrated as a testament to her persistence and desire for growth.

Personality Overview

Overcautious

Tough To Convince

Status Quo Seeker

The only way to convince them is by showing them examples and ample proof.  They are quite aware of their needs and limitations, so they are unlikely to over-promise. They are always well-planned and adopt a systematic approach.

Topics They Care About

Investment Advisory
As a CEA certified manager for high-income clients, she is deeply focused on investment strategies and financial advisory.
Professional Development
Her personal post about achieving the CEA certification highlights her immense pride and dedication to continuous learning, discipline, and career advancement.
Fintech Growth
She actively shares job openings and congratulates her employer, PicPay, demonstrating a vested interest in the company's expansion and success in the fintech space.

Media Appearances

Giuliana has no verified media appearances

Work History

2-2025
Gerente comercial de Investimentos at PicPay
2-2025 - 2-2025
Gerente comercial de Investimentos at PicPay
7-2023 - 2-2025
Gerente de relacionamento alta renda at PicPay
1-2019
Gerente at Banco Original
6-2018 - 10-2018
Gerente at Itaú Unibanco

Education

2010 - 2013
Bacharelado from Centro Universitário FMU | FIAM-FAAM

More Information

Social Presence :

Prographics :

Exp : 15 Location : São Paulo, São Paulo, Brazil Job Level : N/A Designation : Gerente comercial de Investimentos at PicPay
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Insights For Selling To Giuliana

During A Call Or A Meeting

DO's

  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Expect them to be slow and cautious, encourage them to ask more questions

DONT's

  • Don't be very accepting if that is your natural style, stay firm
  • Don't rely on relationship building even if they act pleasantly
  • Don't push them too hard to make fast decisions, give them time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Giuliana is

  • Proof of usage by others in the industry, case studies showing ROI are likely to work the best with them.
  • Will you ever get a clear answer from Giuliana

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Giuliana move?

  • They are some of the slowest movers and take their time reaching decisions.
  • Can Giuliana take some risk or not?

  • They have very low acceptance of risk even if they do not say it directly.

You And Giuliana

Personality Compatibility


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