Marcelo Preiss

Inquirer
DISC Type : cd

Head de Produtos Financeiros at Grupo Muffato

Curitiba, Paraná, Brazil

Overview

Marcelo Preiss is the Head of Financial Products at Grupo Muffato and Crediffato, leveraging over a decade of experience as an Administrative and Financial Director at Cooper Card. His expertise is grounded in an MBA in Financial Market Management and a certification in Corporate Governance.



He holds a Six Sigma Yellow Belt certification.

Personality Overview

Hard To Convince

Judgemental

ROI Conscious

They don’t always try to control the conversation but neither do they like yielding it fully.  They can be nudged to make faster decisions by offering what they value. They respond well to confident salespeople.

Topics They Care About

Financial Products
As the Head of Financial Products for Grupo Muffato, he is directly responsible for the strategy and management of their financial services offerings, including Crediffato.
Credit & Collections
He recently advertised a key role for a Credit and Collections Supervisor, indicating a focus on strengthening this area within his team.
Financial Management
His extensive background as a Director involved overseeing cash flow, treasury, budgeting, and accounting operations, showing deep expertise in corporate financial health.

Media Appearances

Marcelo has no verified media appearances

Work History

10-2023
Head de Produtos Financeiros at Grupo Muffato
10-2023
Head de Produtos Financeiros at Crediffato
1-2022 - 6-2023
Diretor Administrativo/Financeiro at Cooper Card
1-2022 - 6-2023
Diretor Administrativo/Financeiro at Argus Empreendimentos Imobiliários
1-2022 - 6-2023
Diretor Administrativo/Financeiro at Cooper Cob

Education

2018 - 2019
MBA em Gestão de Mercado Financeiro from FAE Centro Universitário
2011 - 2012
Pós Graduação from FAE

More Information

Social Presence :

Prographics :

Exp : 23 Location : Curitiba, Paraná, Brazil Job Level : N/A Designation : Head de Produtos Financeiros at Grupo Muffato
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Insights For Selling To Marcelo

During A Call Or A Meeting

DO's

  • Ask them questions confidently while doing discovery, don’t be apologetic
  • Highlight the competitive differentiation of your product
  • Refer to testimonials from others in similar positions

DONT's

  • Don't try too hard to get friendly, let it happen with time
  • Avoid repeating yourself or making generalizations
  • Do not give up if they are not convinced, try again with a different approach

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Marcelo is

  • Belief in the product plays an important role, followed by objective proof and testimonials.
  • Will you ever get a clear answer from Marcelo

  • They may hesitate slightly, but if they are not convinced, they will say no.

Insights For Deal Planning

    How fast (or slow) will Marcelo move?

  • Their decision making speed is somewhere in the middle.
  • Can Marcelo take some risk or not?

  • They can take risks only after they have analyzed the advantages and disadvantages.

You And Marcelo

Personality Compatibility


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