Ricardo Green Sommer
Chief Asset Management Officer at Sicredi Asset- Claim this Profile
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Portuguese Native or bilingual proficiency
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English Full professional proficiency
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Spanish Full professional proficiency
Topline Score
Bio
Credentials
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Media WorkShop
CDNJan, 2018- Nov, 2024 -
Certificação de Gestores CFG-CGA-CGE
ANBIMAJan, 2017- Nov, 2024 -
Programa de Gestão Avançada - APG Sênior
Amana-KeyJan, 2017- Nov, 2024 -
Media Workshop
CDNJan, 2016- Nov, 2024 -
Administrador de Carteiras
CVMJan, 2013- Nov, 2024 -
Programa de desenvolvimento de Lideranças
Porto RHJan, 2008- Nov, 2024 -
Certificação Profissional CPA 20
ANBIMAJan, 2006- Nov, 2024 -
Programa Avançado de Governança
ISE Business SchollJan, 2022- Nov, 2024
Experience
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Sicredi Asset Management
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Brazil
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Investment Management
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1 - 100 Employee
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Chief Asset Management Officer
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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
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Sicredi
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Brazil
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Financial Services
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700 & Above Employee
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Administration and Custody Manager
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Jul 2001 - Jun 2016
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Coordinator of Administration and Structuring at Asset Management
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Sep 2007 - Jun 2011
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Financial Analyst at Asset Management
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Jun 2005 - Aug 2007
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Intern
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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
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Intern
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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.
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Education
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IESE Business School
Master, Business Administration and Management, General -
Universidade Federal do Rio Grande do Sul
Specialization, Economics and Business Administration -
Universidade Federal do Rio Grande do Sul
Bachelor's Degree, Economic Sciences