Rafael Carelli, CFP

Rafael Carelli, CFP

Director | Products, Marketing, CRM, Insurance, DTVM @ UNICRED

About

Produtos | Canais Digitais | Inducao Digital | Cards | BNPL | Adquirencia | Meios de Pagamento | Fintech | Banking | Empréstimos | CRM | Digital Marketing | Martech | AI Inteligência Artificial | Dados | Data Platforms | Cloud | Comercial | Planejamento Comercial | Pix | Open Finance | Investmentos | DTVM

Country

Brazil

City

Greater São Paulo Area

Industry

Financial Services

Skill

Retail Banking, Strategic Sales Plans, Investment Banking, Investment Advisory, Teaching, Team Management, Financial Services, Tactical Sales Planning, Derivatives, Banking, Financial Markets, Portfolio Management, Corporate Finance, Business strategy, team leadership, Business planning, Serviços bancários, Estratégia empresarial, Planejamento empresarial, Visualização de dados

Experience

UNICRED

Director | Products, Marketing, CRM, Insurance, DTVM

UNICRED

LinkedIn
2025-4 - Present · 1 yr 6 mos

São Paulo e Região

ZIIN | Plataforma de Investimentos Unicred

Director DTVM

ZIIN | Plataforma de Investimentos Unicred

LinkedIn
2025-5 - Present · 1 yr 5 mos

São Paulo, Brasil

O2OBOTS

Advisor

O2OBOTS

LinkedIn
2023-7 - 2025-4 · 1 yr 10 mos

São Paulo, São Paulo, Brasil

Banco Bmg

Head of Products I Digital Channels | Payments | Open Finance | Investments

Banco Bmg

LinkedIn
2023-4 - 2025-4 · 2 yrs 1 mo

São Paulo, Brasil

PicPay

Head of Planning, Customer Service and Digital Induction

PicPay

LinkedIn
2022-10 - 2023-4 · 7 mos

São Paulo, Brasil

Responsável pelo Planejamento Estratégico e Comercial, Central de Atendimento, Indução Digital e Folha de Pagamento da Diretoria de Varejo. Responsável por todos os projetos e squads da área comercial.

Banco Original

Head of Products | Cards and Loans

Banco Original

LinkedIn
2021-7 - 2022-10 · 1 yr 4 mos

São Paulo, São Paulo, Brasil

Banco Original

Head of CRM, Customer Intelligence, Data Platforms, Digital Marketing

Banco Original

LinkedIn
2019-11 - 2021-6 · 1 yr 8 mos

São Paulo, Brasil

Banco Original

Head Of Sales Planning

Banco Original

LinkedIn
2018-11 - 2019-11 · 1 yr 1 mo

São Paulo, Brasil

IFB - Instituto de Formação Bancária

Professor

IFB - Instituto de Formação Bancária

LinkedIn
2011-1 - 2019-1 · 8 yrs 1 mo
Localiza&Co

Regional Manager

Localiza&Co

LinkedIn
2017-11 - 2018-11 · 1 yr 1 mo

Campinas e Região, Brasil

Itaú Unibanco

Digital Regional Manager

Itaú Unibanco

LinkedIn
2014-12 - 2017-11 · 3 yrs

São Paulo Area, Brazil

Itaú Unibanco

Segment Manager - Itau Uniclass / Empresas

Itaú Unibanco

LinkedIn
2013-6 - 2014-12 · 1 yr 7 mos
Itaú Unibanco

Enterprise Branch Manager

Itaú Unibanco

LinkedIn
2012-1 - 2013-6 · 1 yr 6 mos

Campinas Area, Brazil

Itaú Unibanco

Business Development Manager - Itau Empresas

Itaú Unibanco

LinkedIn
2009-10 - 2012-1 · 2 yrs 4 mos
Itaú Unibanco

Sales Planning

Itaú Unibanco

LinkedIn
2007-1 - 2009-10 · 2 yrs 10 mos

.

Itaú Unibanco

Branch General Manager

Itaú Unibanco

LinkedIn
2004-1 - 2007-1 · 3 yrs 1 mo
Amcham-Brasil

Trainee

Amcham-Brasil

LinkedIn
2002-1 - 2004-1 · 2 yrs 1 mo

Campinas

Education

Université Grenoble Alpes

Université Grenoble Alpes

LinkedIn

Business/Managerial Economics

2009 - 2010 · 1 yr
Insper Instituto de Ensino e Pesquisa

Insper Instituto de Ensino e Pesquisa

LinkedIn

Strategy

2017 - 2019 · 2 yrs

Dissertação de Mestrado na área de estratégia organizacional

Insper Instituto de Ensino e Pesquisa

Insper Instituto de Ensino e Pesquisa

LinkedIn

Digital Marketing

2016 - 2016
USP - Universidade de São Paulo

USP - Universidade de São Paulo

LinkedIn

Business/Managerial Economics

2007 - 2009 · 2 yrs
Universidade Estadual de Campinas

Universidade Estadual de Campinas

LinkedIn

Economics

2002 - 2007 · 5 yrs
Fundação Dom Cabral

Fundação Dom Cabral

LinkedIn

Liderança Executiva

2024-7 - 2024-12 · 6 mos

Rafael Carelli, CFP's Contact Information

Email

******@***.com

Phone

(**) *** ****

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