Guilherme Meibak, CFA

Critic
DISC Type : C

Chief Financial Officer at FitBank 450

São Paulo, São Paulo, Brazil

Overview

Guilherme is a finance and tech executive with over 20 years of experience, currently serving as Director of M&A and IR at FitBank. A CFA charterholder with a degree in Economics from PUC-SP, he was an early-stage member of one of Brazils most successful fintechs.

Beyond his executive roles, Guilherme demonstrates a deep academic interest in financial markets. He has authored and published research papers analyzing the performance of real estate funds and investigating potential market bubbles within Brazils real estate sector, showing a passion for in-depth analysis.

Unique fact: He has published academic work on generating alpha in Brazilian real estate funds.

Personality Overview

ROI Driven

Precise

Negotiator

They are quite likely to negotiate on pricing or other key terms.  They don’t appreciate bells and whistles unless backed by data. They choose to analyze logically and value facts to emotions.

Topics They Care About

Fintech Growth
As an early member and now a director at successful fintech FitBank, he is deeply involved in the company's expansion and strategic market positioning.
M&A Strategy
His current role as Director of M&A indicates a primary focus on corporate development and strategic acquisitions in the technology and finance sectors.
Real Estate Funds
Authored papers on alpha generation and market analysis within Brazilian real estate funds, showing deep expertise and personal interest in this specific asset class.

Media Appearances

Guilherme has no verified media appearances

Work History

10-2023
Chief Financial Officer at FitBank 450
1-2019 - 11-2023
Head Institucional e RI at FitBank 450
10-2018 - 1-2019
Fixed Income Trader/Analyst at Investment One Partners
8-2008 - 10-2018
Sócio at Sunrise Capital
4-2008 - 9-2018
Sócio at Sunrise Investimentos

Education

1998 - 2002
Bacharel em Economia from Pontifícia Universidade Católica de São Paulo
Chartered Financial Analyst from CFA Institute

More Information

Social Presence :

Prographics :

Exp : 18 Location : São Paulo, São Paulo, Brazil Job Level : Leadership Designation : Chief Financial Officer at FitBank 450
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Insights For Selling To Guilherme

During A Call Or A Meeting

DO's

  • Be formal and objective, they will appreciate it more
  • Leverage facts and figures wherever possible; use percentages, numbers etc.
  • Be ready to answer many clarity-seeking questions and requests for information

DONT's

  • Make extra effort to not seem pushy or confrontational
  • Do not use very emotional or colorful language
  • Don’t try to give too many examples of other users, they like to make their own decisions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Guilherme is

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

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

Insights For Deal Planning

    How fast (or slow) will Guilherme move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Guilherme take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Guilherme

Personality Compatibility


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