Marcelo Epperlein

Observer
DISC Type : ic

Group CFO at AI/R

São Paulo, São Paulo, Brazil

Overview

Marcelo is an experienced executive, currently serving as the Group CFO at AI/R. His career includes significant leadership roles such as CEO of Brasil Insurance and CFO for tech companies like LOCAWEB and Peixe Urbano. Colleagues describe him as having impeccable leadership, creativity, and intelligence. He is a graduate of Imperial College London and Fundação Getulio Vargas.

Based on his professional history and activities, Marcelos interests are heavily focused on the finance and technology sectors. He maintains a connection to his alma mater, Imperial College London, and follows developments in the asset management industry, showing a keen engagement with the broader financial landscape beyond his direct corporate responsibilities.

Unique fact: Despite a long and successful career in finance, Marcelos Bachelor of Science degree from Imperial College London is in Microbiology.

Personality Overview

Value Driven

Assertive

Example Seeker

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

Topics They Care About

Mergers & Acquisitions
His previous CFO roles at LOCAWEB and Peixe Urbano included direct responsibility for M&A, finance, and investor relations, indicating deep experience in corporate growth strategies.
Executive Leadership
He has a track record of C-level leadership, having served as both a CEO and a CFO, demonstrating a broad perspective on business operations and strategy.
Tech Industry Growth
His career includes CFO roles at high-growth tech companies LOCAWEB and Peixe Urbano, and he currently works in the AI and Robotics sector.

Media Appearances

Novo diretor financeiro da Locaweb é formado em microbiologia. Featured in Exame

See Now

Work History

5-2017
Group CFO at AI/R
10-2015 - 12-2016
CEO at Brasil Insurance
6-2015 - 10-2015
Independent Board Member at Brasil Insurance
1-2014 - 10-2015
CFO and IRO at LOCAWEB
5-2012 - 12-2013
CFO and Operations at Peixe Urbano

Education

1981 - 1984
Bachelor of Science (BSc) from Imperial College London
1986 - 1988
CEAG from FGV - Fundação Getulio Vargas

More Information

Social Presence :

Prographics :

Exp : N/A Location : São Paulo, São Paulo, Brazil Job Level : N/A Designation : Group CFO at AI/R
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Insights For Selling To Marcelo

During A Call Or A Meeting

DO's

  • Build rapport, it will come handy to handle hard questions later
  • Be prepared for a lot of questions, answer them objectively
  • Help them understand the risk aspect fully while inspiring confidence

DONT's

  • Don’t brush off any concerns, take all questions seriously
  • Avoid making offhand commitments
  • Don’t try to rush them into a decision, provide all necessary information first

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Marcelo is

  • Proven value, strong testimonials are important for them, rapport can impact decisions a little.
  • Will you ever get a clear answer from Marcelo

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

Insights For Deal Planning

    How fast (or slow) will Marcelo move?

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

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

You And Marcelo

Personality Compatibility


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