Luis Otavio Berti

CFO-CEO-Strategy @Ouvert Corporate Strategies

Brazil💰 Investor & VC🔥 Startup Founder💸 Marketing✔️ IT📝 Influencer or Blogger🧑‍💼 C-level Executive👍 Sales & BizDev🗿 HR⚖️ Legal🐦 Design🧑‍🔬 Engineer🧨 Consulting🎥 Entertainment🏦 Finance🧮 Education✨ Business OwnerCOOManaging PartnerBrand Marketing ManagerCommunications ManagerProduct DesignerIndustrial DesignProduct ManagerProject ManagerAccount ManagerBusiness Development ManagerCompliance OfficerAuditorPortfolio ManagerFinancial PlannerRecruiter🎓 StudentAssociateAssociate PartnerPartnerProfessorCEOCFOAdvisorProduct ConsultantMechanical engineer

Mechanical Engineer with extensive experience in the financial market, founder of Ouvert Corporate Strategies. Expert in planning, ESG, automotive industry, and digital revolution. Committed to innovative and sustainable solutions.

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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.