Requests
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Network Power<100 people
Roles
📝50%
Influencer or Blogger
🎥50%
Entertainment
Geos
🇧🇷100%
Brazil
Work Background
Modena Asset Management (PAR Capital Asset Management)Head of Risk, Compliance, and AML
May. 2020 - May. 2022São Paulo, Brazil · On-site• Led the approval process with CVM and ANBIMA, solidifying the firm's presence in the market.
• Established the Compliance, Risk, and Internal Controls area to ensure operations aligned with regulations.
• Strategically negotiated with regulators to ensure pre-operational compliance.
• Designed, implemented, and monitored Policies, Standards, and Processes to excellence.
Panamby CapitalHead of Risk, Compliance and ESG
Nov. 2018 - May. 2022São Paulo, São Paulo, Brazil · On-site• Implemented a robust Compliance and Risk framework, defining control methodologies for Market / Credit / Liquidity / Operational Risks.
• Guided development of products/services in compliance and conducted due diligence with partners.
• Strengthened institutional presence, obtaining approvals from investors and regulators.
• Expertly crafted ESG policies and procedures, elevating the firm to the forefront of social and environmental responsibility.
Panamby CapitalBusiness Development Manager
Aug. 2017 - Nov. 2018São Paulo, São Paulo, Brazil · On-site• Conducted due diligence for strategic investments, shaping new growth scenarios.
• Structured the SPP3 Real Estate Investment framework with robust metrics and strategic partnerships.
• Excelled in communication, forging solid relationships with partners, managing third-party contracts, and ensuring SLAs.
Safra Investment BankAssociate - Planning and Control
Oct. 2014 - Apr. 2016São Paulo, São Paulo, Brazil · On-site• Led the implementation of strategic Dashboards, enhancing visibility and performance.
• Managed HR indicators, directing actions for optimization.
• Demonstrated expertise in adhering to CPA/CFP certifications and regulatory codes, enhancing relationships with ANBIMA and CVM.
OUVERT - Estrategias CorporativasPartner
Oct. 2013São Paulo Area, Brazil · Hybrid• Providing strategic consulting services to emerging companies, focusing on finance, growth strategy development, valuation, brand and product repositioning, and ESG policy implementation.
• Developing and executing financial strategies that led to an enhanced market presence and sustainable growth.
Votorantim Asset ManagementStrategic Planning and Market Intelligence Manager
Jan. 2011 - Oct. 2013São Paulo, São Paulo, Brazil · On-site• Oversaw strategic planning, budgeting, and results monitoring.
• Introduced ABC-based product costing matrix, strengthening financial foundations.
• Expert in KPIs, dashboards, and competitive intelligence bulletins, guiding informed decisions.
• Led Strategic Forums, aligning strategy changes with the Strategic Planning.
Votorantim BankStrategic Planning Specialist
Dec. 2008 - Jan. 2011São Paulo, São Paulo, Brazil · On-site• Led the strategic planning for multiple Bank segments.
• Conducted market studies and presentations for senior management.
• Managed operations, financial analysis, and variable compensation models.
Votorantim BankSenior Planning Analyst
Apr. 2006 - Dec. 2008São Paulo, São Paulo, Brazil · On-site• Conducted strategic planning for multiple segments of the Bank.
• Monitored incentive campaigns for business units.
• Developed and implemented the variable compensation model for the Private Bank segment.
HSBCInvestment Consultant
Apr. 2004 - Apr. 2006São Paulo, São Paulo, Brazil · On-site• Contributed to the Investment Desk, provided financial advice, and completed training.
HSBCTrainee
Jan. 2002 - Apr. 2004São Paulo, São Paulo, Brazil · On-site• Commercial Trainee, with 6 months of training at the Brazil Headquarters (Curitiba), gaining exposure to all areas of the Bank, Cards, and Insurance.
• Worked in São Paulo as Retail Banking Manager, Business Banking Manager, High Net Worth, and Branch General Manager.
Cinex Ind. do Mobiliário LtdaIT Manager
Jan. 2000 - Nov. 2000Bento Gonçalves, Rio Grande do Sul, Brazil · On-site• Managed computing and telecommunications areas.
• Implemented ERP software and developed e-business strategies.
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