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Work Background
Bradesco Global Private BankBanker | New Business Development
Nov. 2023São Paulo, BrazilAcquiring new client relationships.
Bradesco Global Private BankSenior Investment Advisor
Jun. 2021 - Nov. 2023Providing market analysis and portfolio advisory to ultra high net worth private clients. Increasing share of wallet and returns by tailoring investment solutions in all major asset classes, optimizing portfolios, and driving new business.
Banco BradescoHost on Insights podcast
Apr. 2020Host on Insights podcast - 200+ weekly episodes with C level industry leaders, fund managers and policy makers. Main topics include ESG, tech, innovation, strategy, public policy and economics, averaging 10 k streams per episode, with weekly appearances on Jovem Pan’s “Jornal da Manhã”. Available on Spotify, Deezer, Google and Apple Podcast.10
Bradesco Asset ManagementSenior Sales Manager
Aug. 2018 - Jul. 2021São Paulo Area, BrazilAuM 580 billion BRL. * Sales and advisory on managed portfolios - High Net Worth Individuals and Family Offices
* Third Party Distribution - FoFs, fintechs, investment platforms. Launched BRAM funds distribution on digital platforms - XP, C6, BTG Digital, Modal Mais, et al
* Mediator on Insights podcast - weekly episodes with C level industry leaders and fund managers
* Go-to-market strategy, product design, market intelligence in the hedge fund industry
Crescera Capital (f/k/a Bozano Investimentos)Partner - Investor Relations/ Fundraising
Jun. 2013 - May. 2017São Paulo Area, Brazil* Fund raising for liquids (equities/ high yield/ quant/ macro) and illiquids (PE Growth Capital / VC)
* Sales and IR - family offices, asset allocators, institutional investors
* 2013-2015: founded and launched MVP Capital Global Macro. On November 2015, Bozano Investimentos incorporated MVP Capital.
Genial InvestimentosPortfolio Specialist
Jul. 2011 - Dec. 2012São Paulo, BrazilSales and client advisory on open and closed-end funds, liquid and illiquid strategies, including hedge funds, MBS (CRI), REITS (FII), ABS (FIDC), private equity, real estate developments.
BTG PactualClient Advisor - Wealth Management
Feb. 2005 - Mar. 2009formerly known as UBS Pactual before sale of Banco Pactual to BTG.Banco Pactual / UBS Pactual. * 2007-2009: UBS: Acquisition and management of FIM relationships (Financial Intermediaries, ie family offices and independent asset managers).
* 2005-2007: Pactual: Banker UHNW clients
Baker Tilly Consultant
Jan. 2003 - Feb. 2004* Project finance consultant, reporting directly to the IDB and BNDES.
* Financial reporting on project KPIs, escrows, DSCR.
ABN AMRO Bank N.V.Structured Finance / Project Finance Analyst
Aug. 2001 - Aug. 2002* Structured financing for greenfield energy projects: hydro and thermal power plants and transmission lines.
* Participation in tender bids and loan syndications.
Unibanco-Uniao De Bancos BrasileirosDCM: Fixed Income Sales
Jun. 2000 - Jun. 2001* Eurobonds desk institutional sales - LatAm / US clients
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