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Work Background
Investment Director
Ascenda WealthInvestment Director
Mar. 2023São Paulo, Brazil · On-site- Gerenciamento de equipe e contratação de planejadores. - Análises econômicas, estudos e relatórios sobre cenários macroeconômicos diversos. - Definição e estruturação de produtos e serviços. - P.O de aplicativo de planejamento pessoal financeira e de investimentos. - Campanhas de marketing inbound e outbound. - Jornadas do cliente - CX e CS - Relacionamento com parceiros estratégicos.
Cofundador
Enterprise X VenturesCofundador
Jan. 2023Porto Alegre · HybridGestão financeira, marketing e executiva.
Assessor de investimentos
Genial InvestimentosAssessor de investimentos
Feb. 2020 - Aug. 2021Porto Alegre, Rio Grande do Sul, Brasil
Founder & CEO
Blocos EducaçãoFounder & CEO
Jun. 2019 - Jun. 2023Porto Alegre, Brasil · On-siteI am a key person in the company, working and leading all the projects, the teams and the contracts. Our goal is to create value for society throughout financial literacy in schools.
Investment Professional
Elite CorretoraInvestment Professional
May. 2017 - Feb. 2020Porto Alegre Area, Brazil · On-site- Investment analysis - Customer relationship - Stock Exchanges - Portfolio Management
Partner and Advisor
Red Ridge InvestimentosPartner and Advisor
Apr. 2017 - Oct. 2023Porto Alegre · On-site- Client Management - Stock market, derivatives and commodities - Investment broker
Investments Intern
Banco A.J. Renner SAInvestments Intern
Oct. 2015 - May. 2016- Prospecting of clients. - Weekly Market Report. - Financial spreadsheets in Excel.
Investment advisor
Monte bravo investimentosInvestment advisor
Jan. 2012 - Jun. 2013Porto Alegre Area, Brazil- Composition and maintenance of investment portfolios - Negotiation with internal and external clients - Portfolio Management - Prospecting new clients - Partnerships with companies and NGOs to prepare and carry out events related to the financial market.
Estágio em Auditoria Fiscal
Franquia Studio FiscalEstágio em Auditoria Fiscal
Jul. 2011 - Dec. 2011Porto Alegre Area, Brazil- Calculation of State and Federal taxes. - Monitoring of accounting data in Excel spreadsheets. - Pre-analysis of the cash books, DRE and balance of the clients.

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