Vinicius Dezem

Manager @Caixa Econômica Federal

Startup FounderCompliance OfficerQuantitative AnalystProduct ConsultantData EntryInvestor & VCCustomer ServiceBusiness OwnerFinancial AnalystPortfolio ManagerConsultingFinanceBanking OperationsFinancial PlannerPostGraduate🎓 StudentBusiness AnalystAdvisorCustomer ResearcherAssociateAssociate Partner

With over 15 years of experience in the banking sector, I have built a solid foundation in financial management, credit structuring, and strategic partnerships. My academic journey includes an MBA in Strategic Communication, a Master’s in Administration, and a Ph.D. in Knowledge Engineering, where I explore data-driven banking innovations and Open Banking APIs. This combination of academic rigor and professional expertise enables me to approach financial challenges with both analytical depth and practical insights. Throughout my career, I have led impactful initiatives, such as optimizing branch operations, launching insurance operations, and spearheading partnerships with key sectors. Notable achievements include securing over R$200 million in pension plans, reducing customer complaints through root cause analysis, and generating new mortgage opportunities by training and collaborating with real estate professionals. These results demonstrate my ability to deliver strategic value and foster growth for institutions and clients alike. Currently, I am advancing my Ph.D. research on financial inclusion, collaborating with universities and institutions in Brazil and the UK. My work focuses on addressing poverty traps and reducing the poverty premium by leveraging data insights and innovative financial strategies. By integrating academic research with real-world applications, I aim to support policymakers and institutions in building more inclusive financial systems. With a strategic and innovative approach, my mission is to transform the financial sector, creating solutions that contribute to a more inclusive and sustainable market.

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Work Background

Tutor

South University of Santa CatarinaTutor

Mar. 2016 - Dec. 2016FlorianópolisLesson Preparation: Designed and organized instructional content for performance evaluation topics. Lecture Delivery: Presented classes on performance evaluation, ensuring clarity and engagement. Development of Teaching Materials: Created comprehensive educational resources to support student learning. Student Guidance: Provided mentorship on the use of performance evaluation models, fostering practical understanding. Academic Writing and Publishing: Authored and published scientific articles on performance evaluation, contributing to the field's knowledge base.

Tutor

Federal University of Santa CatarinaTutor

Oct. 2013 - Apr. 2015Facilitation Between Students and Professors: Acted as a liaison to ensure effective communication and understanding. Participation in Laboratory Activities: Assisted in practical activities to enhance students’ learning experiences. Preparation of Teaching Materials: Supported the creation of didactic materials to aid student comprehension. Participation in Meetings and Class Councils: Contributed to end-of-semester evaluations and discussions. Assignment of Tasks and Feedback: Delegated activities and provided constructive feedback to students.

Manager

Caixa Econômica FdeeralManager

Jun. 2012FlorianópolisData-Driven Optimization: Implemented data-driven strategies to optimize branch operations, achieving growth and operational efficiency. Leadership and Mentorship: Led and mentored teams, fostering a culture of continuous improvement and skill development to maximize performance. Credit Structuring and Project Financing: Structured credit operations for businesses and housing projects, ensuring alignment with clients' financial needs. Partnership Development: Established and expanded partnerships with development agencies, associations, and federations to support strategic growth initiatives.

Gerente de relacionamento

Caixa Economica FederalGerente de relacionamento

Jun. 2012 - Jun. 2012Florianópolis e Região, Brasil

Analyst

Banco do BrasilAnalyst

Jan. 2012 - May. 2012CaibiCustomer Service: Provided personalized support to clients to address their financial needs. Internal Operational Routines: Managed internal processes to ensure smooth daily operations. Teller Services: Assisted customers with transactions at the teller window. Contract Issuance: Prepared contracts and draft agreements for financial services. Action Plan Development: Formulated action plans to achieve proposed targets and objectives.

Credit Analyst

CresolCredit Analyst

Jun. 2009 - Feb. 2012SearaAgricultural Credit Portfolio Management: Managed and expanded agricultural credit portfolios, providing tailored financial solutions to support rural development. Client Advisory on Investments and Insurance Products: Guided clients on investment strategies and insurance solutions, ensuring alignment with their financial goals. Establishment of an In-House Insurance Brokerage: Successfully structured and launched an insurance brokerage, diversifying services and enhancing revenue streams.

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