Mario Leite

Observer
DISC Type : ic

Managing Director - Healthcare Investment Banking at Maxim Group

Fort Lauderdale, Florida, United States

Overview

Mario Leite is a Managing Director in Healthcare Investment Banking at Maxim Group, with a career spanning firms like B. Riley, RBC Capital Markets, and Needham & Company. He earned his MBA from Columbia Business School and a BS in Molecular & Cell Biology from the University of Connecticut, blending scientific insight with financial expertise.

Beyond banking, Mario is an entrepreneur and self-proclaimed "ice cream fanatic" who founded Tea•rrific! Ice Cream. He launched the artisanal, tea-infused ice cream company after being laid off from his banking job in 2011, turning a passion project into a successful business with national distribution.

Interesting fact: The investment banker founded an award-winning ice cream company that was featured in Whole Foods and other major retailers.

Personality Overview

Example Seeker

Value Driven

Curious

They often ask many questions and rely heavily on information and documentation.  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.

Topics They Care About

Healthcare Investment Banking
As a Managing Director at Maxim Group, his career is focused on capital raising and strategic transactions for biotechnology and pharmaceutical companies.
Food Entrepreneurship
He founded and operated Tea•rrific! Ice Cream, a company creating all-natural, tea-infused ice cream, demonstrating a passion for the food and beverage sector.
Biotechnology & Life Sciences
His experience includes roles specifically in biotechnology groups at investment banks and early career research roles at Curagen Corporation.

Media Appearances

Maxim Group LLC Expands Healthcare Banking Platform with the Appointment of a Senior Healthcare Banker. Featured in GlobeNewswire

See Now

Work History

1-2019
Managing Director - Healthcare Investment Banking at Maxim Group
12-2017 - 1-2019
Vice President - Healthcare Investment Banking at B. Riley Financial
12-2011 - 11-2017
CEO & Founder at Tea•rrific! Ice Cream
6-2006 - 8-2011
Vice President at RBC Capital Markets
10-2005 - 6-2006
Associate at Needham & Company

Education

2003 - 2005
MBA from Columbia Business School
1994 - 1998
BS from University of Connecticut

More Information

Social Presence :

Prographics :

Exp : 19 Location : Fort Lauderdale, Florida, United States Job Level : Mid-senior Designation : Managing Director - Healthcare Investment Banking at Maxim Group
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Insights For Selling To Mario

During A Call Or A Meeting

DO's

  • Ask them questions to understand their needs better while staying affable
  • Share testimonials from known people and give multiple examples of product value
  • 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 be too objective but make sure to pad your storytelling with data points

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Mario is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Mario

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

Insights For Deal Planning

    How fast (or slow) will Mario move?

  • They like to analyze well and can take their time to reach any decisions.
  • Can Mario take some risk or not?

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

You And Mario

Personality Compatibility


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