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Network Power<100 people
Roles
💸100%
Marketing
✨100%
Business Owner
🧑💼100%
C-level Executive
Geos
🇬🇧100%
United Kingdom
Work Background
Help Plan Consult HPCDiretor
Aug. 2022Brasil- Estruturação do modelo de negócio da Help Plan, criando uma estratégia abrangente para segmentação no mercado de planejamento financeiro, com foco em investimentos e estruturação financeira.
- Fechamento de parcerias com escritórios de carteiras administradas, criando um braço de investimento que combina a análise inicial feita pela Help Plan com a tecnologia e expertise dos parceiros, proporcionando maior tranquilidade aos clientes finais.
- Estruturação de portfólio de negócios que inclui seguros, previdência e outros serviços financeiros, facilitando o acesso dos clientes a soluções completas e eficientes, sem a necessidade de intermediários.
- Consultoria que utiliza quatro metodologias diferentes, incluindo uma voltada para educação financeira, três de planejamento financeiro e uma de mapeamento neural, para identificar os gatilhos de gastos dos clientes e ajudá-los a alcançar seus objetivos de médio e longo prazo.
- Estruturação para oferecer suporte completo aos clientes em investimentos, blindagem patrimonial e planejamento financeiro, tanto nos aspectos técnicos quanto psicológicos, assegurando o sucesso no alcance de suas metas.
Helpplanconsult ltda.Senior Managing Consultant
Jan. 2021Brasília/ São Paulo/ Rio /Recife/Fortaleza /Salvador / Curitiba / Porto AlegreYour company is looking for high-level representation in Brasília to serve the government. I can help you through hourly contract and success rate.
SERVICE AREAS: ADMINISTRATIVE / COMMERCIAL / FINANCIAL
15 years of experience in team management.
10 years of commercial and financial management.
8 years in the field of technology in the telecommunications and banking sectors.
- crisis management, strategic and financial planning consultancy.
More information by email: lucianovilanovasilva@yahoo.com - put in the title of the email: free lance contract.
BLUEMETRIX AssetAssociate Financial Advisor
Aug. 2020 - Jul. 2022Brasília, Distrito Federal, BrasilProspecting of individuals and companies for managed investment portfolios. Active portfolio clients: 5 clients, CURRENT PL: 2,000,000.00, prospect clients 56, ESTIMATED PL 15,000,000.00
Search for companies with a profile for structured funds - 2 in progress.
direct.data | KYC & Compliance - SaaS | PaasSenior comercial manager
Nov. 2019 - Aug. 2023São PauloProspecting customers for the banking channel, added value, distribution and industrial.
Aptah BioengenhariaSenior Professional Services Consultant
Aug. 2018 - Nov. 2019BrasíliaSearch for investors compatible with the solutions presented by APTAH BIOENGINEERING and investments and research and development to create new tests, medicines and solutions aimed at AGRIBUSINESS.
GPS - Global Projetos e SistemasProject Manager and Business Analyst
Jan. 2015 - Sep. 2015Brasília Area, BrazilIdentify opportunities for ORACLE products and services in the public and private market, develop projects with ORACLE solutions. Identify entry barriers and main competitors and develop business relationships with customers to aggregate our solutions in consolidation projects. Main ongoing projects: - public sector; (Licensing, Service and Training) -(Secrecy) - 300 licenses -(Secrecy) - ORACLE licenses, services and customization: approximate value Strategic Leads: -Public Sector: BPM Project -Public Sector - 28 Licenses -Private Sector GROUP - Environment ORACLE and initial mapping of the company's needs. - credit card private sector - adaptation project according to Bacen regulations - public sector - The company is studying the acquisition of a Data Quality solution - Large developer making a series of adaptations for the ORACLE environment. -3 BI PROJECTS with the Qlik View tool in the public and private sectors. Prospects monitored: 55 companies and government institutions.
Pronto Soluções IntegradasChief Operating Officer
Aug. 2006 - Jun. 2014Brasília Area, BrazilIn 2006 he took over as Financial Director at Pronto Soluções where he maintained relationships with partner banks and developed credit tools to increase our turnover and investment capacity and analyze costs and demands for research and development. In 2010 it has developed a plan to restructure its operations, redirecting efforts to increase its revenue, developed a new line of services and products aimed at increasing point-to-point profitability with recurring billing products such as Banking Correspondent, Credit Consultation, Digital Certification, Machine Maintenance, Commercial intermediation for partners in commercial automation products, business cards and recharge companies. In 2013 it closed strategic partnerships for the consolidation of website products and the new business structure Aggregator of new products and services with partner networks and commercial contact in the intermediation of equipment, new technologies and customized solutions for correspondents, electronic transaction networks and all its productive chain. Main Clients: -Banco Bradesco; -Itaú; -Tim; -Alive; -Serasa-Experian;
Pronto Soluções IntegradasExecutive Director
Jan. 2006 - Jan. 2014Intermediate Business in Mass Market
Pronto is the connection and relationship of big companies with Points of Sales in mass markets. Connects and increases the markets of banks, Telecom Companies, Insurance Companies, to classes C, D and E.
A&L ConsultoriaEntrepreneur
Jun. 1999 - Dec. 2014BrazilIn 1999 he founded A&L Consultoria Administrativa, a services and commercial development company until 2008 where we serve more than 100 commercial companies. After 2008, he migrated exclusively to the provision of loan consignment services to BV FINANCEIRA, SANTANDER, CAIXA ECONÔMICA and BANCO DO BRASIL. He served as the main executive of this company, which has been in the market for 15 years, in commercial development, in the management of the corresponding A&L, he opened a private payroll-deductible credit agreement for partner banks, generating a large volume of loans and financing, created standardized service processes for prospecting and closing sales via 0800 with a public of up to 1,000,000 members. SERASA EXPERIAN Representation – Activities: Strategic Planning; Capture and development of new Businesses; quality sales training; training, monitoring and development of the sales team (sales); development of marketing strategies; corporate business development; customer service; coordination supervision; administrative and financial control; strategic planning; training in customer service quality. Experience in opening a company and new company headquarters.
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