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Felipe Pantaleao
Business Strategy Specialist @XP Inc.
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WORK HISTORY
Business Strategy Specialist @XP Inc.
São Paulo, BR
Redesigned the commercial strategy for Life Insurance, reengineering distribution models, KPI frameworks, and sales enablement, while managing 5 external partners and collaborating with B2C sales executives and 600 B2B partners.*Directed governance frameworks and KPI-driven operating models, aligning 40+ internal stakeholders across product, risk, finance, sales, marketing, tech, and operations to ensure execution speed and project visibility.*Consolidated reporting by automating dashboards and executive reports, improving forecast accuracy, leadership visibility, and decision-making efficiency.*Facilitated executive workshops and delivered board-level presentations and storylines, securing alignment and accelerating strategic execution.* Launched the Credit business line, from market analysis and total addressable market (TAM) sizing to partner selection, deal negotiation, product design, commercial playbooks, and a strategic roadmap.* Applied clustering and machine learning to segment 5M+ clients with €200B+ AUM, partners, and sales executives, focusing efforts on the top 20% generating 80% of results.
EDUCATION
PUC Minas
Bachelor's degree, International Relations and Affairs
University of Minnesota Morris
Bachelor's degree, Economics
Universidade do Oeste de Santa Catarina
Master of Business Administration - MBA, Banking and Financial Support Services
University of Minnesota Morris
Bachelor's degree, Political Science and Government
Nexford University
Master of Business Administration - MBA, Fintech and Blockchain
SKILLS
ABOUT FELIPE PANTALEAO
With over 10 years of experience leading strategy, transformation, sales enablement and…
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