Consultor de Treinamentos

• Apr 2021 - Present

A People Strategy Consultoria Empresarial, ou P+S, é, uma consultoria de diagnóstico, criação de soluções, implementação e desenvolvimento de pessoas. Com mais de oito anos de atuação, a P+S desenvolve projetos em empresas de divresos portes, nacionais e multinacionais com foco em diversas áreas como: Estratégia Empresarial; Planejamento em Nível Estratégico, Tático e Operacional; Estruturação, Gerenciamento e Implantação de Projetos; Mudança Organizacional; Estudo da Cadeia de Valor; Revisão da Estrutura Organizacional; Programas de Desenvolvimento de Liderança; RH Estratégico; Arquitetura e Gerenciamento de Processos de Desenvolvimento de Pessoas; Assessment, Coaching, Advisoring, Avaliação 360º; Clima Organizacional e Programas de Sucessão e Talentos. Show less

Corporate Trainer

• Jan 2013 - Present

• Instructor to professional certifications CPA-10 and CPA-20 • Investments consulting and Financial Planning • Instructor to professional certifications CPA-10 and CPA-20 • Investments consulting and Financial Planning

Investments Consultant

• Sep 2020 - Feb 2021

Investments Consultant

• Apr 2015 - Jun 2016

• Financial Planning. • Macro and micro-economic scenarios, strategies, performance of the financial products presentations to a variety of audiences • Training to the relationship managers focused on investment products, commercial approach and macro-economic scenarios. • Management and diversification of the customer investment’s portfolio in order to meet their requirements, needs and ability to invest, liquidity needs and risk appetite (suitability), with focus on raising funds and resources rearrangement • Investments funds, treasury and structured products consulting, as well as private pension consulting Show less

Checking Analyst

• Apr 2008 - Nov 2012

• Analysis of the purchased equities in order to guarantee safety and reliability of the executed operations • Drawee/assignor risk relationship and management (equity index). • Back portfolio monitoring. • Analysis of the purchased equities in order to guarantee safety and reliability of the executed operations • Drawee/assignor risk relationship and management (equity index). • Back portfolio monitoring.

Investments Analyst

• Jun 2004 - May 2007

• Support and Consulting to stock exchange market operations • Consulting to bank agencies and customers of a diversified array of investors profiles • Home Broker stock buy-sell counseling • Duties related to control and assessment in law processes concerning sale, transfer and stock shares • Phone customer support with a view to converting their calls into sales of products and services. • Support and Consulting to stock exchange market operations • Consulting to bank agencies and customers of a diversified array of investors profiles • Home Broker stock buy-sell counseling • Duties related to control and assessment in law processes concerning sale, transfer and stock shares • Phone customer support with a view to converting their calls into sales of products and services.