Professional Documents
Culture Documents
EXPERIENCE
08/22 – Current WHG – Wealth High Governance – Wealth Management
Senior Private Banker – Hunter – New Business- Brazil
I am responsible for prospecting new clientes for wealth management, more focused
on clients over RS20mm. This position allowed me to develop and recap over asset
management sales, DCM clients needs and deep investment advisory.
Achieved in 6 months more then R$ 100mm in 3 new clientes, 2 mandates for DCM,
(R$ 290mm), and 4 singles AAI for asset management alocation, covering more
then R$ 30bi in AUM (empiricus, davos, m2m, potenza and knox).
EXPERIENCE
03/21 –08-22 BrAdvice – M&A
Senior associate – Comercial finder – New Business- Brazil
I am responsible for prospecting New Corporate clientes with the goal of bringing
new mandates, advising clientes while deciding going to the Market, selling or not
total or partial equity.
Achieved 2 mandates in 2021, in the food sectors, both combined a net turnover
anual, R$ 480MM.
From all 22 comercial employees I was # 1 in results.
EXPERIENCE
11/10 – 05/21 Leicht Kuchen, Germany, Brazil – MisuraEmme / Atelier, Italy – Brazil.
Partner – Managing Director - Brazil
I was sole responsible for implementing both brands in Brasil. Managed corporate
and retail sales, partnerships with architects and developers, main focused in
Brazilian market.
Achieved 800 clients in 10 years, 180 architects, 2% after sales stats, 7 states
presence and Rosewood, a 6 star residential hotel.
Trader responsible for treasury products sales to Citi’s global corporate clients also
based in Brazil such as, Local lending (working capital, NCE, discount receivables,
res. 2770, BNDES). Trade finance (Import Finance, res. 4131, USD NCE and
Letter of Credit).
EXPERIENCE
09/06 – 11/09 CITIBANK S.A, São Paulo, Brazil
Sole responsible for managing relationship among Brazilian private and public
banking sector portfolio, identifying and prospecting new clients for our
international product offering such as, Trade Finance, International Cash
Management and Investments (time deposits and money market accounts).
Achieved 30% incremental revenue in 2 years.
I was responsible for the relationship with the international banks portfolio, raising
more than US$600 million in funds for BankBoston in Brazil. This position allowed
me to develop a deep knowledge of products such as, Pre-export, Import Finance,
Eurobonds, Asset Sales and Tax Sparing.
I was also responsible for the Letter’s of Credit and Guarantee’s portfolio.
Also, took part of the team responsible for identifying and prospecting Foreign
Investors (Assets & Hedge Funds), offering a large variety of capital market products
and financial services. This business allowed me to have familiarity with the
following products; Custody of Investments Papers, Equity, Fixed Income,
Brokerage (Bovespa and BM&F), Currency Exchange and Clearing Agent.
EDUCATION
Universidade Mackenzie - Bachelor in Business Administration - 2005
UCSD- San Diego Exchange Student Program- English Certification- 1997
CAC – Cairo American College - 1993
LANGUAGES
Portuguese: Native
English: Fluent (certified by The University of California at San Diego)
Spanish: Intermediate
SKILLS
Entrepreuneur. Microsoft Office, Reuters and Bloomberg;
Committed to results, ambitious, creative, motivated, responsible, team player.
CliftonStrengths: Gallup Activator, Futurist, Includor, Responsible,
Relationship.