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Network Power<100 people
Roles
💰100%
Investor & VC
💸100%
Marketing
👍100%
Sales & BizDev
Geos
🇺🇸50%
United States
Work Background
Grupo VirtusCOO (Chief Operating Officer)
May. 2025São Paulo, Brasil
Grupo VirtusHead of Product & Operations – Olimpo Mentorship
Dec. 2023São Paulo, BrasilHead of Operations and Digital at Olimpo, a high-ticket mentorship program for building digital businesses, founded by influencer Wendell Carvalho, the largest digital player in Latin America.
Instituto Conhecimento LibertaChief Communications Officer (CCO) & Chief Product Officer (CPO)
Feb. 2020 - May. 2023São Paulo, São Paulo✔ Direction, planning, organization, and control of activities in 5 areas of the company: CX, sales, social media, content, and promotional logistics, with a strategic vision, communication skills, and the ability to lead and motivate teams totaling 30 people. ✔ Active participation in the conception, implementation, and growth of the recurring education platform (which went from zero to over 60,000 students). ✔ Execution of over 70 digital sales events with seven-figure revenue in one day. ✔ Responsible for managing the online presence on social media platforms for influencer Eduardo Moreira, Instituto Conhecimento Liberta, and ICL Notícias, expanding from 3 active platforms with 315,000 followers to 16 platforms with 3.24 million followers. ✔ Collaborative work between departments such as sales, marketing, operations, administration, and finance, establishing resource management policies, structure, streamlining, and service optimization, fostering a culture of cross-functional collaboration. ✔ Development of strategic planning, identifying opportunities, evaluating feasibility, and providing recommendations on new investments or business development. ✔ Design and analysis of the company's product vision, defining product launch and commercialization strategies through OKRs and indicators. ✔ Leadership in the stages of the e-learning product lifecycle (Onboarding, Registration, Sales, CRM, Salesforce), from conception to commercialization and user experience, including market research, concept development, design, testing, launch, and support. ✔ Management of the sales cycle and sales team, including prospecting, qualification, proposals, negotiation, and deal closure. ✔ Development and implementation of marketing strategies, campaigns, online presence management, and the creation of relevant content for social media to establish authority.
Insight Trading LtdaConsultant of strategies and content for e-learning course structuring
Jul. 2019 - Oct. 2020São PauloContent and strategy advisor for the structuring of an e-learning course for professional training of Investment Mentors, the Mentor Mestre course by influencer Eduardo Moreira. ✔ Coordinating mentorship for students across various courses in the institution, focusing on finance and investment topics, especially the Investidor Mestre and Mentor Mestre courses. ✔ Delivering content-related lectures. ✔ Developing content and teaching methodology. ✔ Creating educational scripts that prioritize optimal student learning. ✔ Monitoring student evaluations and performance, designing exams and certifications for knowledge assessment. ✔ Organizing online interactions with students. ✔ Ensuring the best usability of platforms for students, protecting content, managing student engagement, providing metrics to analyze learning performance, and offering personalized student support.
FoxbitFinancial Mentor at Foxbit Lab
Dec. 2018 - Jul. 2019São Paulo Area, BrazilConsultant, content creator and teacher of the Financial Independence course at Foxbit Lab, the educational area of Foxbit, the largest Bitcoin brokerage in Brazil.
GFAI Holding S.A.Personal Financial Planner & Strategy Coordinator
Jul. 2016 - Nov. 2018São Paulo, Brasil✔ Perform Personal Financial Planning for families and mentor financial planners. ✔ Define strategies to achieve short, medium, and long-term financial goals. ✔ Develop strategies for retirement income composition. ✔ Develop investment policies and portfolio management. Wealth management, risk protection, succession planning, tax and fiscal planning. ✔ Manage the institutional strategy of the personal financial planning department. Manage processes, performance monitoring, and indicators, communication, sales support, team formation, and training of planners. ✔ Monitor the consolidated results of the department. ✔ Integrative Coach, certified by the Integrative Coaching Academy - ACI.
Banco do BrasilEquity Research Senior Analyst
Aug. 2015 - Aug. 2016✔ Senior Advisor in the Equity Research sector. ✔ Sell-side fundamental analysis and preparation of national and international reports. ✔ Development and analysis of valuation models for publicly traded companies. ✔ Responsible for the healthcare, education, and apparel sectors. ✔ Strengthening relationships with company Investor Relations (IR) teams. ✔ Providing advice to both external clients for investment decision-making and internal teams by identifying potential opportunities in the capital market.
Banco do Brasil S.A.Manager of Large Corporate Operations Desk
May. 2013 - Aug. 2015✔ Manager of Financial Advisory and Derivatives Trading Desk, Fixed Income Capital Raising, and Credit for Large Corporate clients (with annual revenue above 100 million). ✔ Responsible for the development and customization of derivative contracts and closing of transactions. ✔ Conducting negotiations and pricing of credit operations, fixed income capital raising products, and derivatives (NDF, swap, options). ✔ Team management of 9 traders/operators. ✔ Monitoring suitability of the area.
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