Marcos Aulicino Andrade

Visionary
DISC Type : Ds

Diretor de Planejamento Estratégico de Clientes at Inter

São Paulo, São Paulo, Brazil

Overview

Marcos is a senior executive with over 20 years of experience in the financial sector, specializing in commercial operations, corporate strategy, and digital transformation at major banks like Inter and Itaú Unibanco. Colleagues describe him as an inspiring, strategic, and innovative leader.

Beyond his corporate roles, Marcos is a co-founder of Teora. app, an Edtech platform offering online university prep courses. This venture reflects his passion for leveraging technology to advance education and develop future talent, aligning with his interest in innovative business models.

He has an MBA from the Thunderbird School of Global Management and co-founded an online education startup with students from ITA.

Personality Overview

Objective Evaluator

Early Adopter

Direct & Assertive

They might take some time to make their mind up but once they do, they don't change it easily.  Reading between the lines and seeing beyond your words comes naturally to them. They exhibit a rare combination of being result-oriented but patient at the same time.

Topics They Care About

Strategic Turnarounds
He has a proven track record of leading major restructuring projects at companies like Itaú and Banco PAN, focusing on sustainable growth, cost reduction, and operational efficiency.
Digital Transformation
He consistently leads initiatives to modernize commercial structures using data and technology, having overseen digital channels and strategic repositioning in roles across Brazil and Colombia.
Customer Experience
Improving the customer journey is a core theme in his career, from managing crisis operations during the pandemic to his current role focusing on customer strategic planning at Inter.

Media Appearances

Marcos has no verified media appearances

Work History

10-2025
Diretor de Planejamento Estratégico de Clientes at Inter
11-2024 - 9-2025
Sócio fundador at Teora.app - Edtech
4-2022 - 10-2024
Superintendente Comercial at Banco PAN
3-2020 - 3-2021
Superintendente de Planejamento Estratégico das Agências e Eficiência Operacional at Itaú Unibanco
12-2018 - 3-2020
Vice-presidente de Produtos, Planejamento, Canais Digitais e Marketing at Itaú Colombia

Education

2002 - 2004
Master of Business Administration - MBA from Thunderbird School of Global Management
4-2012 - 4-2012
Executive Education Program from Columbia University

More Information

Social Presence :

Prographics :

Exp : 29 Location : São Paulo, São Paulo, Brazil Job Level : N/A Designation : Diretor de Planejamento Estratégico de Clientes at Inter
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Insights For Selling To Marcos

During A Call Or A Meeting

DO's

  • You can spend time on BANT (or other qualification methodology) but keep it to the point
  • Let them know of potential risks but suggest mitigation methods alongside
  • Come across as a trustworthy professional and be respectful, they usually know their game

DONT's

  • Don't shy away from asking hard questions, but be extra polite
  • Avoid putting conscious effort into relationship-building
  • Don't focus too much on mutual contacts or bother about other stakeholders, focus on them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Marcos is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Marcos

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Marcos move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Marcos take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Marcos

Personality Compatibility


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