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Work Background
Investment Advisor
1A Investimento | XP InvestimentosInvestment Advisor
Mar. 2022São José do Rio Preto, São Paulo, Brazil• Prospecting and Attracting Customers; • Profile Analysis: Careful assessment of each client's financial profile and investment objectives, understanding their needs and risk tolerance; • Financial Education: Educating clients about various investment instruments, strategies and financial concepts, in order to enable them to make decisions; • Financial Planning: Development of personalized investment strategies based on the goals and financial situation of each client, aligning them with the products and services offered. • Risk Analysis: Credit, Liquidity, Market and Operational Risk. Mitigation of different risks inherent to each type of asset and probability of uncertainties and possible discrepancies between the obtained and expected results; • Asset Allocation Strategy: Portfolio diversification and rebalancing across different asset classes, in order to dilute risks and increase long-term return potential; • Market Analysis: Solid quantitative and qualitative analyzes in global financial markets identifying and evaluating potential opportunities and risks for clients; • Sector and Market Research to identify financial opportunities and trends; • Financial Modeling, development of advanced financial models to evaluate scenarios and simulate impacts; • Asset Analysis and Recommendation; • Monitoring and Analysis of Economic Indicators; • Knowledge and constant updating of financial investment products (Fixed Income, Variable Income, Investment Funds, Real Estate Funds, Coe and Private Pensions), presenting and guiding the differences, proposals and particularities of each type of investment; • Cash Flow Management, making the operation profitable and enhancing companies' working capital. • Business Development: Contribution to the growth of the customer base through the identification of cross-selling and upselling opportunities.
Board Member
SD Inovações GráficasBoard Member
Aug. 2020Catanduva, São Paulo, BrazilBoard Member Report: Board of Shareholders Team: Administrative/Operational Management • Application of best Corporate Governance practices based on equity, transparency, accountability and corporate responsibility; • Objective recommendations, aligning shareholders' interests with the purpose of preserving and optimizing the organization's long-term economic value, facilitating access to resources and contributing to the quality of the organization's management, its longevity and the common good. • Corporate Management; • Deliberations and Strategic Direction of the business in the long term; • Restructuring of Corporate Governance; • Professionalization of the Family Business; • Strategic Planning/Long-term Business Strategy - preparation, monitoring and monitoring of the plan; • Assessment, Supervision and Monitoring of Administrative/Operational Management; • Project Monitoring; • Innovation, in order to meet and monitor changes, behaviors and market trends; • Budget Management; • Financial management; • Business Modeling; • Investment analysis; • Analysis of Indicators; • Corporate Risk Management and Compliance; • Internal and external audit management.
Logistic Supervisor
Boss Express Cargas e Encomendas LTDALogistic Supervisor
Jan. 2019 - Sep. 2020São PauloLogistics Supervisor Report: Director / President Team: 15 employees • Administrative and operational management of the branch; • Receiving, Collection and Distribution of products; • Team Leadership; • Truck route planning; • Documents analysis; • Checking; • Billing.
Logistic Maneger
SD Inovações GráficasLogistic Maneger
May. 2009 - Jun. 2014Catanduva, São Paulo, BrazilLogistics Manager Report: Commercial DirectorReporte: Diretor Comercial Team: 30 employeesEquipe: 30 colaboradores • Responsible for the warehouse of finished products; • Warehouse Management; • Team Leadership; • Stock Management; • Costs and Project Management; • Production Planning; • Calculation, Analysis and Control of KPIs; • Shipping - Order separation, invoicing and contracts with carriers.
Exporting Assistent
MJK Import and Export LTDAExporting Assistent
Feb. 2007 - Dec. 2008São Paulo, Brazil• Production planning with suppliers to meet ship schedule and customer demand; • Contract analysis; • Scheduling of shipments with logistic operators (Road and Maritime); • Customer service; • Document elaboration and Customs procedures; • Participation in fairs to prospect new businesses.
Financial Assistent
Boanerges & Cia.Financial Assistent
Feb. 2005 - Dec. 2007São Paulo, Brazil. Development of spreadsheets, presentation of financial feasibility studies, balance sheets and graphs. . . Market research . Analysis, monitoring and monitoring and evolution of the card sector in general . Development of commercial prospectuses.
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