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Work Background
Personal Assistant to Managing Director
FVSN - Four Vanguard Serviços e NavegaçãoPersonal Assistant to Managing Director
Jun. 2019 - Dec. 2020Madeira, PortugalEfficiently managed administrative responsibilities for two board directors, ensuring smooth communication, organization, and daily operations. Scheduled appointments, coordinated meetings, and maintained calendars, optimizing time management and prioritization of tasks. Conducted research and prepared detailed reports, presentations, and documentation to support strategic decision-making. Acted as a central point of contact for internal and external stakeholders, ensuring clear and professional communication. Maintained strict attention to detail and a proactive approach, anticipating directors' needs and promptly addressing challenges to support the team’s overall success. Facilitated seamless coordination across departments, fostering an environment of efficiency and collaboration. Key Contributions: - Successfully streamlined administrative processes, enhancing the productivity of board-level operations. - Played a pivotal role in supporting the directors’ strategic initiatives through meticulous preparation and organizational excellence.
Columnist
JM MadeiraColumnist
Jun. 2017Funchal, Madeira Island, PortugalAuthored regular opinion articles focusing on political, economic, and social issues, particularly related to Madeira and its role within Portugal and the European Union. Provided in-depth analysis of regional autonomy, fiscal policies, and economic development strategies, offering readers valuable insights into current events and policy impacts. Engaged in thought leadership by highlighting the Madeira region’s and Portugal's opportunities and challenges, fostering public discourse on key issues. Demonstrated expertise blending historical, economic, and political perspectives to present well-rounded, insightful commentary.
Columnist
Jornal SOLColumnist
Jun. 2017Lisbon, Lisbon, PortugalPublished articles addressing national and international economic policies, governance, and regional affairs, showcasing a deep understanding of complex socioeconomic dynamics. Analyzed the intersection of political decision-making and economic outcomes, providing readers with actionable insights into Portugal’s evolving role in global contexts. Wrote thought-provoking columns that bridged regional perspectives with national and global narratives, broadening the publication’s analytical scope. Contributed to thought leadership by dissecting economic policies and their effects on Portuguese citizens and businesses.
Columnist
Jornal EconómicoColumnist
Jun. 2017 - Oct. 2017Lisbon, Lisbon, PortugalDelivered expert commentary on economic and public policy topics, including taxation, corporate governance, and economic development. Explored global economic trends and their implications for Portugal’s economy, with a particular focus on regional economies such as Madeira. Published detailed analyses of government policies, regulatory developments, and fiscal strategies, contributing to public understanding of key issues. Fostered discussions on entrepreneurship, innovation, and sustainable economic growth in regional and national contexts.
Content Writer
Live and Invest OverseasContent Writer
May. 2017 - Jan. 2019Panama City, Panamá, PanamaProduced compelling and informative articles on international taxation, expatriate relocation, and global residency opportunities for one of the most trusted platforms on living, retiring, and investing abroad. Researched complex topics, including tax regulations and relocation strategies, to create content tailored to the needs of an international audience. Contributed to enhancing the website’s credibility and engagement by delivering high-quality, well-researched articles that positioned the platform as a leader in its field. Ensured content was optimized for clarity, accuracy, and reader engagement, aligning with the brand’s mission to provide reliable information to its audience. Key Contributions: - Article concerning Madeira Island as a prime expat relocation jurisdiction in Europe. - Article concerning the Madeira International Shipping Registry as a European low-tax friendly jurisdiction for leisure yacht owners.
Director of Business Development
MCS Madeira Corporate ServicesDirector of Business Development
Feb. 2017Funchal, Madeira Island, PortugalStrategic Leadership: Collaborated with the Board of Directors to design and implement innovative business development strategies, contributing to the company’s growth and sustainability in a competitive and non-supportive regulatory environment. Inter-Departmental Coordination: Streamlined internal processes by fostering effective collaboration across legal, accounting, administrative, and invoicing teams to deliver seamless client experiences. Client Relationship Management: Proactively engaged with clients as their primary point of contact, providing tailored solutions in areas such as legal services, immigration and visas, personal income taxation, freelancer registration, company incorporation, and tax consulting. Bridged gaps in CPA or legal services by offering insightful, general consultancy to meet immediate client needs. Portfolio Expansion: Successfully expanded the private client portfolio for personal income tax services by 300%, driving significant growth in this key service area. Revenue Growth and Digital Transformation: Contributed to a 2% revenue increase by spearheading a robust digital marketing strategy to enhance client acquisition and retention in a highly regulated market. Industry Representation: Represented the company at high-profile industry events and stakeholder associations, strengthening MCS’s reputation and cultivating strategic partnerships. Key Achievements: - Delivered exceptional results in portfolio growth and client satisfaction, securing a leading position in the market. - Played a pivotal role in advancing the company’s digital transformation, branding and modernizing its client service approach by reducing SLA time to 48 hours.
Senior Manager International Tax
MCS Madeira Corporate ServicesSenior Manager International Tax
Feb. 2017Funchal, Madeira Island, PortugalTax Advisory and Compliance: Conducted in-depth research on international tax laws to provide tailored advisory services to a diverse client base, including 100 corporate clients and 60 expatriate families. Prepared and filed Portuguese personal income tax returns and other related forms, ensuring compliance with local tax regulations. Client Engagement and Relocation Services: Delivered expert tax and relocation advice to expatriate families and international businesses, addressing unique personal and corporate needs. Played a key role in assisting clients with company incorporation in Malta, Estonia, Cyprus, Portugal, and Madeira, providing guidance throughout the setup process. Liaison and Opinion Drafting: Collaborated with home-country tax advisors and lawyers to ensure accurate and compliant tax filings. Drafted tax opinions and reports, offering actionable insights and solutions to complex tax challenges.
Compliance Officer
MCS Madeira Corporate ServicesCompliance Officer
Feb. 2017 - Mar. 2023Funchal, Madeira Island, PortugalUBO Verification and Analysis: Collected and analyzed data to identify and verify Ultimate Beneficial Owners (UBOs) in compliance with AML regulations. Ensured documentation accuracy and adherence to regulatory standards. World-Check One Screening: Conducted in-depth research using LSEG World-Check to screen individuals and entities for sanctions, PEP (Politically Exposed Persons) status, and adverse media. Evaluated flagged matches to determine risk levels. Risk Escalation: Identified high-risk cases during KYC and due diligence processes, escalating findings to the Head of the Legal Department and the CEO. Prepared detailed risk reports, providing actionable recommendations to inform decision-making. KYC and Due Diligence: Supported the accounting and legal departments by collecting, verifying, and maintaining compliance-related documentation. Liaised with clients and stakeholders to obtain required documents, ensuring regulatory compliance. Stakeholder Engagement: Acted as a liaison with external stakeholders, namely banks and legal advisors, to facilitate efficient compliance documentation acquisition and promptly address discrepancies. Compliance Reporting: Monitored ongoing compliance with client accounts, maintained detailed records of due diligence activities, and provided regular updates to management. Key Achievements: - Strengthened the compliance framework by implementing efficient UBO verification and risk assessment processes. - Enhanced risk escalation protocols, improving coordination with senior leadership and decision-making accuracy. - Streamlined KYC and stakeholder management practices, increasing efficiency and reducing processing times.
Political Advisor
Portuguese Social-Democratic YouthPolitical Advisor
Jun. 2016 - Feb. 2018Madeira, PortugalAppointed by the Regional Political Commission President for the 2016-2018 term to provide advisory on Economy, Foreign Affairs, Culture, and Communication. Provided expert analysis and advisory support on economic policy, foreign affairs, culture, and communication for the Political Commission. Prepared non-binding opinions on legislative projects, delivering insightful recommendations to shape policy discussions. Drafted official positions on key political, economic, and social issues to guide the organization’s public stance. Developed internal communication materials, ensuring alignment with strategic goals and fostering effective dialogue within the organization. Played a critical role in enhancing the organization’s capacity to engage in policy debates and advocate for youth-oriented initiatives at regional and national levels.
Co-Founder
HYLL AssociatesCo-Founder
Apr. 2015 - Jul. 2016Madeira, PortugalCo-founded and co-led a consultancy firm specializing in public affairs and international economics, focusing on fostering bilateral investment and trade between Portugal, Madeira, and China. Worked with a multidisciplinary team of economists and translators to deliver high-quality consultancy services, tailored to the needs of businesses and public institutions. Conducted in-depth market research to identify investment opportunities and potential partnerships, providing actionable insights to clients. Built and maintained relationships with key stakeholders, including government officials, business leaders, and industry representatives, to facilitate collaboration and promote bilateral economic engagement. Represented the firm at networking events, trade forums, and bilateral meetings to showcase expertise and expand the firm's influence.
Director of Project Management
InsularPharmaDirector of Project Management
Jan. 2015 - Jan. 2017Madeira, PortugalAs Director of Project Management at InsularPharma, I successfully led multiple strategic initiatives that contributed to the company’s growth and operational excellence. My role encompassed leadership, innovation, and collaboration across various functions to ensure the achievement of key organisational goals. Key Achievements and Responsibilities: - Sales Team Leadership: Directed and motivated a dynamic sales team, driving performance and implementing strategies that resulted in increased revenue and market presence. - Strategic Re-Branding: Spearheaded a comprehensive re-branding project, aligning the company’s identity with its evolving mission and vision. This initiative involved cross-functional collaboration, market research, and brand strategy development to position InsularPharma for long-term success. - Securing European Funding: Successfully navigated complex funding application processes to secure European funding for business expansion and innovation with the accounting services provider. This included identifying funding opportunities, preparing detailed proposals, and managing compliance to meet funding requirements. - Project Oversight: Managed and delivered high-impact projects on time and within budget, ensuring alignment with organisational objectives and industry standards.
Associate Management Consultant
InsularPharmaAssociate Management Consultant
Nov. 2014 - Dec. 2014Madeira, Portugal
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