Leonardo Netto

Critic
DISC Type : C

Private Banker at Guardian Capital

São Paulo, São Paulo, Brazil

Overview

Leonardo Netto is a Private Banker at Guardian Capital with a unique dual background as a lawyer, having earned his Law degree from Universidade Cândido Mendes. He leverages his expertise in both finance and law to serve his clients, focusing on wealth management and investment strategies.

He has a demonstrated interest in the professional development of the legal community, having served on a commission at the Rio de Janeiro Bar Association (OAB/RJ). In this role, he helped organize seminars on topics like negotiation, conflict management, and even mindfulness for lawyers.

Unique fact: Leonardo is formally trained in Conflict Mediation, a skill that complements his work in both the legal and private banking sectors.

Personality Overview

Precise

Information Seeker

Objective Thinker

They enjoy working alone and do not rely on others very often.  They don’t appreciate bells and whistles unless backed by data. They prefer to do logical analysis and value evidence over emotions.

Topics They Care About

Wealth Management
As a Private Banker, he represents his firm at exclusive industry events, such as those hosted by Morgan Stanley's Wealth Management division.
Legal Professionalism
He was a commission member at the OAB/RJ, where he focused on enhancing the legal profession through education on management, negotiation, and marketing.
Conflict Resolution
He is formally trained in Conflict Mediation and was involved in teaching negotiation skills, indicating a strong interest in this area.

Media Appearances

Leonardo has no verified media appearances

Work History

10-2025
Private Banker at Guardian Capital
1-2025
Banker at Guardian Capital
1-2025 - 10-2025
Banker at Guardian Capital
6-2022 - 12-2024
Financial Advisor at InvestSmartXP
3-2017 - 6-2022
Membro da Comissão de Gestão Jurídica at OAB/RJ

Education

2016 - 2016
Capacitação Completa em Mediação de Conflitos from Mediare
2002 - 2007
Bacharelado em Direito from Universidade Cândido Mendes

More Information

Social Presence :

Prographics :

Exp : 9 Location : São Paulo, São Paulo, Brazil Job Level : N/A Designation : Private Banker at Guardian Capital
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Insights For Selling To Leonardo

During A Call Or A Meeting

DO's

  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.
  • Leverage facts and figures wherever possible; use percentages, numbers etc.
  • Be formal and objective, they will appreciate it more

DONT's

  • Don't give superficial answers, they are easily rattled by them
  • Don’t try to give too many examples of other users, they like to make their own decisions
  • Do not use very emotional or colorful language

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Leonardo is

  • Strong evidence of ROI, effective pricing, and proven data points matter the most to them.
  • Will you ever get a clear answer from Leonardo

  • It is not very hard for them to say no if they are not convinced about the decision.

Insights For Deal Planning

    How fast (or slow) will Leonardo move?

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

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

You And Leonardo

Personality Compatibility


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