Marcelo Ferreira

Observer
DISC Type : ic

Sócio de Serviços Atuariais at Grant Thornton Brasil

Greater São Paulo Area, Brazil

Overview

Marcelo Ferreira is a Partner leading Actuarial Services at Grant Thornton Brasil. An alumnus of Pontifícia Universidade Católica de São Paulo with an MBA from FGV, he specializes in actuarial consulting for pension funds and insurance. His career includes key managerial roles at PwC Brasil and HSBC.

His specific expertise includes conducting technical studies for the complex process of pension plan sponsorship withdrawal.

Personality Overview

Value Driven

Curious

Assertive

They are generally strong communicators and are not easy to convince.  They are likely to ask many questions and look heavily for supporting information. They can sound friendly and charming but can quickly change gears to become inquisitive and probing.

Topics They Care About

Actuarial Consulting
As a Partner at Grant Thornton, he leads actuarial services, advising on pension funds, post-employment benefits, and insurance company liabilities.
Pension Plan Management
His experience at HSBC and Buck Consultants involved detailed actuarial valuations and strategic studies for pension benefit plans.
Financial Regulation
He has publicly spoken on the impacts of accounting standards like IFRS 17 on the insurance sector in Brazil.

Media Appearances

Marcelo has no verified media appearances

Work History

11-2024
Sócio de Serviços Atuariais at Grant Thornton Brasil
5-2022 - 10-2024
Gerente Atuarial at Grant Thornton Brasil
11-2015 - 9-2021
Gerente Atuarial at PwC Brasil
7-2013 - 10-2015
Consultor de Previdência at Buck Consultants
4-1997 - 5-2013
Atuário at HSBC

Education

1995 - 1999
Atuário from Pontifícia Universidade Católica de São Paulo

More Information

Social Presence :

Prographics :

Exp : 33 Location : Greater São Paulo Area, Brazil Job Level : N/A Designation : Sócio de Serviços Atuariais at Grant Thornton Brasil
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Insights For Selling To Marcelo

During A Call Or A Meeting

DO's

  • Be prepared for a lot of questions, answer them objectively
  • Focus on immediate action-items rather than the larger goals
  • Build rapport, it will come handy to handle hard questions later

DONT's

  • Avoid making offhand commitments
  • Don’t try to rush them into a decision, provide all necessary information first
  • Don’t rely excessively on your relationship with them to win the deal

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Marcelo is

  • Proven value, strong testimonials are important to them, relationships will have some weightage.
  • 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 can take their time to reach any decisions.
  • Can Marcelo take some risk or not?

  • They evaluate their decisions systematically and are less likely to take risks.

You And Marcelo

Personality Compatibility


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