Experience

Fiduc

• Brazil
• Financial Services
• 1 - 100 Employee

• Associate

  • Feb 2018 - Present

  São Paulo Area, Brazil



Blackbird Co.

• Brazil
• Financial Services
• 1 - 100 Employee

• Financial Advisor

  • Sep 2017 - Feb 2018

  São Paulo Area, Brazil • Executed all trades and managed internal systems, serving around 100 clients and over R$ 30 MM AUM; • Created and implemented internal systems to streamline customer service; • Answered clients' questions about the purposes and details of financial plans and strategies; • Worked with fixed income, retirement plans, funds, equity and options; • Responsible for equities and options trades in Blackbird Investimentos.



BTG Pactual

• Brazil
• Financial Services
• 700 & Above Employee

• Associate Director

  • May 2011 - Feb 2016

  São Paulo e Região, Brasil • Responsible for Stocks and Options Clearing Manager in LATAM and USA • Credit, Regulatory Risk Manager and Foreign Investors Suitability Analyst in order to determine if the clients can or should invest in Brazil, taking under consideration all tax benefits for clients under the resolution CMN 4373 (former 2689) • Implemented Foreign Investors New Business area, where we provide an expectative of growing 25% yearly until 2016. Until 2015, the numbers were better than expected even… Show more • Responsible for Stocks and Options Clearing Manager in LATAM and USA • Credit, Regulatory Risk Manager and Foreign Investors Suitability Analyst in order to determine if the clients can or should invest in Brazil, taking under consideration all tax benefits for clients under the resolution CMN 4373 (former 2689) • Implemented Foreign Investors New Business area, where we provide an expectative of growing 25% yearly until 2016. Until 2015, the numbers were better than expected even though Brazilian markets have been facing two years of investments decreasing • Implemented HFT (High Frequency Trading) New Operations Procedures in order to onboard clients that now represents 25% of the total equities trades by BTG`s broker and, in some futures contracts, more than 90% of the total volume • Implemented DR’s (Depositary Receipts) Conversion processes, because it was one of the highest return among all products and the amounts of trades growths from twice monthly for more than eighty trades monthly • Direct Access to Local Regulators (CVM, BACEN), responsible for sending periodic reports to them as well as responding their inquiries. Show less



Tradewire Securities LLC

• Operation Manager

  • Feb 2005 - Jan 2011

  In USA (Jun/09 to Jan/11) • Stocks, Options and Futures Clearing Manager for several international markets, trading for big financial institutions, responsible for all operations processes and implemented all operations reports • Onboarding Manager for Stocks, Options and Futures in International Markets, Money Laundering Analyst, Credit and Operational Risk Manager, where developed clients profile and all processes and reports for the new core of the broker (Wealth Management and… Show more In USA (Jun/09 to Jan/11) • Stocks, Options and Futures Clearing Manager for several international markets, trading for big financial institutions, responsible for all operations processes and implemented all operations reports • Onboarding Manager for Stocks, Options and Futures in International Markets, Money Laundering Analyst, Credit and Operational Risk Manager, where developed clients profile and all processes and reports for the new core of the broker (Wealth Management and Principal Trading) taking under consideration all international laws (USA patriot act as per example) and the best product to the client (suitability) • Implemented Operational and Finance Reports in order to see all cost related to keep the client and how muck of trading or AuM it would be necessary to reach the breakeven • Margin Control Manager, where implemented all reports and controls to keep the clients trading under this leverage or letting them know as soon as they got a margin call. In Brazil (Feb/05 to Jun/09) • Stocks, Options and Futures Clearing Manager for several international markets, trading for big financial institutions, responsible for all operations processes and implemented all operations reports • Due to the high acknowledgement to all processes, reports, participate in the evaluation and review of key strategic decisions and the ability to work collegially with leaders across business units and markets onshore and offshore, was transferred to Miami as key employee for business growing. Show less