Marcus Barboza, CFA

Chief Risk Officer (CRO) at Banco Cooperativo Sicredi

📍 São Paulo, São Paulo, Brazil

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

Experience

21 Years

Current Role

Chief Risk Officer (CRO)

Job Level

Leadership

Location

São Paulo, São Paulo, Brazil

Personality Overview

How Marcus shows up

Communication Style

Decision Approach

Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

Priorities

Topics Marcus cares about

Strategic Priorities

Topic insights and context to help personalize outreach and discovery conversations.

Career

Work history

5-2023

Chief Risk Officer (CRO)

Banco Cooperativo Sicredi

7-2021 - 5-2023

Head of Financial Risks

Safra

3-2021 - 7-2021

Head of Risk Management & Internal Controls

Cielo

11-2018 - 2-2021

Head of Credit Risk

Sicredi

6-2015 - 5-2018

Head of Integrated Risk Management

Itaú Unibanco

In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.

Education

2016 - 2016

Strategic Risk Management Program

The Wharton School

2003 - 2006

M Sc

Instituto Tecnológico de Aeronáutica - ITA

Social presence

Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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Selling to Marcus?

See how to sell to Marcus, free

You are seeing a preview. The full overview, priorities, media, and the complete selling playbook are members only.

How to run the call and the meeting
His cold-calling profile and exact script
How to write an email that lands
How to negotiate and close

Free. Takes 10 seconds. No card.

During a call or a meeting

Tell them what ROI they can expect

DON'T

Avoid pushing them too much to involve other stakeholders unless it is critical

Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.

Reveal the full meeting playbookFree. 10 seconds.

When cold calling

Pattern Interrupt: Speaking in a slightly hesitant manner, and seeking their permission at the start through a negation can get you a chance.

Pace: Speak slightly fast, especially if you tend to be calm and confident. Sound like a ‘knows their domain’ person.

Reveal the cold-call scriptFree. 10 seconds.

When writing an email

Subject: Objective

Length of mail: Short

Salutation: Yes ( Something usual). Greeting: No. Tone of words: Objective, informational. Bullet points: Recommended. Closing line: Logically summarize/ask. Complimentary close: None or formal. Overall messaging: Focused on allaying doubts and ROI

Reveal the full email formulaFree. 10 seconds.

Negotiating and closing

The secret to closing Marcus fast: Strong evidence of ROI, effective pricing, and proven data points matter the most to them.

How fast will Marcus move? They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.

Reveal the closing strategyFree. 10 seconds.

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