Years of experience: 23

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Luciano's Career Path
DiretorAug. 2022 -
Present
Help Plan Consult HPCDiretor
Brasil- Estruturação do modelo de negócio da Help Plan, criando uma estratégia abrangente para segmentação no mercado de planejamento financeiro, com foco em investimentos e estruturação financeira. - Fechamento de parcerias com escritórios de carteiras administradas, criando um braço de investimento que combina a análise inicial feita pela Help Plan com a tecnologia e expertise dos parceiros, prop...
Senior Managing ConsultantJan. 2021 -
Present
Helpplanconsult ltda.Senior Managing Consultant
Brasília/ São Paulo/ Rio /Recife/Fortaleza /Salvador / Curitiba / Porto AlegreYour company is looking for high-level representation in Brasília to serve the government. I can help you through hourly contract and success rate. SERVICE AREAS: ADMINISTRATIVE / COMMERCIAL / FINANCIAL 15 years of experience in team management. 10 years of commercial and financial management. 8 years in the field of technology in the telecommunications and banking sectors. - crisis managemen...
Associate Financial AdvisorAug. 2020 -
Jul. 2022
BLUEMETRIX AssetAssociate Financial Advisor
Brasília, Distrito Federal, BrasilProspecting of individuals and companies for managed investment portfolios. Active portfolio clients: 5 clients, CURRENT PL: 2,000,000.00, prospect clients 56, ESTIMATED PL 15,000,000.00 Search for companies with a profile for structured funds - 2 in progress.