Ricardo Green Sommer

Chief Asset Management Officer at Sicredi Asset
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Porto Alegre, Rio Grande do Sul, Brazil, BR
Languages
  • Portuguese Native or bilingual proficiency
  • English Full professional proficiency
  • Spanish Full professional proficiency

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
You need to have a working account to view this content.

Credentials

  • Media WorkShop
    CDN
    Jan, 2018
    - Nov, 2024
  • Certificação de Gestores CFG-CGA-CGE
    ANBIMA
    Jan, 2017
    - Nov, 2024
  • Programa de Gestão Avançada - APG Sênior
    Amana-Key
    Jan, 2017
    - Nov, 2024
  • Media Workshop
    CDN
    Jan, 2016
    - Nov, 2024
  • Administrador de Carteiras
    CVM
    Jan, 2013
    - Nov, 2024
  • Programa de desenvolvimento de Lideranças
    Porto RH
    Jan, 2008
    - Nov, 2024
  • Certificação Profissional CPA 20
    ANBIMA
    Jan, 2006
    - Nov, 2024
  • Programa Avançado de Governança
    ISE Business Scholl
    Jan, 2022
    - Nov, 2024

Experience

    • Brazil
    • Investment Management
    • 1 - 100 Employee
    • Chief Asset Management Officer
      • Jun 2016 - Present

      • Executive board member of Sicredi Cooperative Bank and Sicredi Confederation. • Director in charge of asset management activities at Sicredi Asset, the 13th largest asset manager in Brazil with over R$95 billion in assets. Specialized in managing Fixed Income, Hedge funds, Equity funds and portfolios. • Responsible for managing and developing strategies for Sicredi Asset's portfolio of over 50 funds, including asset selection and execution of operations. • Tasked with establishing and strengthening relationships with institutional investors, as well as opening new channels. • Responsible for creating and developing guidelines for Sicredi Asset's establishment, and presenting the project in all internal decision-making forums. • Oversees the management and implementation of internal policies and processes in the department, as well as obtaining the necessary approvals from regulatory bodies in this activity. • Supervises the performance of the members of the team, with a focus on ensuring more strict analyses of the department's processes for the best possible results. Show less

    • Brazil
    • Financial Services
    • 700 & Above Employee
    • Administration and Custody Manager
      • Jul 2001 - Jun 2016

    • Coordinator of Administration and Structuring at Asset Management
      • Sep 2007 - Jun 2011

    • Financial Analyst at Asset Management
      • Jun 2005 - Aug 2007

    • Intern
      • Nov 2003 - Dec 2004

      • Restructuring of the Back Office area, to adjust its operational capacity and incorporate competitive advantages such as productivity and process agility.• Member of the ANBIMA Committee for Qualified Services in the Capital Markets.• Management of the automation process, enabling the transition to a new investment portfolio administration system without impacting existing processes.• Direct involvement in the financial market, to strengthen relationships and expand new channels. Show less

    • Intern
      • Aug 2002 - Nov 2003

      • In charge of customer service and guidance, as well as involvement in administrative processes. • In charge of customer service and guidance, as well as involvement in administrative processes.

Education

  • IESE Business School
    Master, Business Administration and Management, General
    2018 - 2020
  • Universidade Federal do Rio Grande do Sul
    Specialization, Economics and Business Administration
    2010 - 2011
  • Universidade Federal do Rio Grande do Sul
    Bachelor's Degree, Economic Sciences
    2001 - 2006

Community

You need to have a working account to view this content. Click here to join now