Experience

Julius Baer Family Office

• Brazil
• Investment Management
• 200 - 300 Employee

• Título Marketing Specialist

  • Jan 2023 - Present

  Responsible for all the Marketing activities in Brazil (Branding, Sponsorships, Public Relations, Internal Communications/Endomarketing, Events, Social Media, Brazilian Website, Communications, among others), member of the Marketing Americas team. Responsible for all the Marketing activities in Brazil (Branding, Sponsorships, Public Relations, Internal Communications/Endomarketing, Events, Social Media, Brazilian Website, Communications, among others), member of the Marketing Americas team.



Valor Investimentos

• Brazil
• Financial Services
• 200 - 300 Employee

• Marketing Head

  • Nov 2021 - Aug 2022

  Responsible for the Marketing Area, managing a 15 people Team, managing and coordinating all the functions related to Marketing (Branding/Institutional Marketing, Communications, Endomarketing, Advertising, Sponsorships, Events, Gifts, Public Relations, Quality, Customer Experience, Digital Marketing - Site/Blog, Social Medias, Leads Generation, Content Production, among others). ▪ Structuring and consolidation of the Marketing Area, defining its roles and responsibilities, servicing model, as its processes and policies, with semestral objectives and goals; ▪ Creation of the CX Area, focusing on a better understanding the Client Experience at the company, looking for the continuous improvement in all the client's life cycle steps; ▪ Repositioning of the company in the Market, mainly in its headquarter Area (Espírito Santo). Show less



J.P. Morgan

• United States
• Financial Services
• 700 & Above Employee

• Marketing Senior Vice-President

  • Aug 2014 - Jul 2021

  Responsible for the strategy, planning and execution of all the Marketing & Events projects and activities in Brazil, (Advertising/External Marketing, Endomarketing, J.P. Morgan TV, Public Relations, Events & Conferences, Sponsorships, Tax Waiver/Fiscal Incentive Laws). • Led the strategy definition, planning and execution of all the events of the Wholesale segments (Corporate Banking, Investment Banking, and Commercial Bank), managed and executed regional events, seminar and webinars in Brazil, Chile, Peru, Argentina, and the U.S.A.; • Led the analysis, recommendation and approval processes, with further activation of the sponsorships, including Incentive Law projects such as: MASP, Fundação Bienal, MuBE, MAR-Rio, MAM, Pinacoteca, OSESP, Museu Judaico de SP, and Rally dos Sertões; • Represented J.P. Morgan in the AMCHAM's Strategic Marketing Committee and FEBRABAN for communication’s matters; • Member and leader of the internal Diverisity & Inclusion Groups at J.P. Morgan Brazil. Show less



Safra

• Brazil
• Banking
• 700 & Above Employee

• Products Superintendent

  • Sep 2013 - May 2014

  Responsible for the Products, Pricing & MIS for the Consumer Finance area (vehicles and payroll deducted loans). • Developed and implemented the Credit Life Insurance for the auto loans deals; • Developed the Safra's Purchasing Consortium business plan, a new business in association with Rodobens; • Led the development of new products, focusing on the increase of the Consumer Finance areas’s offering (“Arredondamento Premiado” + Capitalization Bond Insurance, Smart/Gap/Wheel & Tire Insurances, Financing of other goods and services added to the Auto Loan). Show less



Gibrail Consult

• Sao Paulo, Brazil

• Managing Partnet - Independent Consultant

  • Jan 2006 - Sep 2013

  Acting as independent consultant and also in association with companies such as APEL (Management and Sustainability), Fractal (Research & Market Surveys), Hupfer (Sales and Credit Management), and Doers (Human Resources solutions). • Projects to improve the prospect qualification and clients conversion rates, reducing costs and improving clients conversion rate: Santander, Bladex, and Banco Original; • Developed efficiency improvement projects for Citibank, Bunge, Vision Brazil Investments, Cipatex, Itaú Asset, PGFN-Economy Ministry, and ALL; • Branding/Positioning projects for CiaTC, Siga Fácil, UZA Shoes, Grey/HSBC, and Tribanco. Research & Business Intelligence projects for Itaú-Unibanco, Santander, Bradesco, HSBC, Citibank, Bladex, Tribanco, JPMorgan Chase, BPN, Caixa, Banco Fibra, Banco Original, Tokyo-Mitsubishi, Banco do Brasil, Siga Fácil, UZA Shoes, and Tricard; • Business plans for strategic growth for BLADEX, Banco Português de Negócios, and Banco Fibra; Show less



BankBoston

• Banking
• 1 - 100 Employee

• Marketing Deputy Director

  • Dec 1994 - Jan 2006

  Responsible for all the Marketing & Strategic Planning projects and activities of all the Business/Corporate segments. Team of 15 members. • Participation in the Bank growth projects (two different steps: the first one moving from 20 to 40 branches, the second one moving from 40 to 100 branches, and in this movement including the businesses segments); • Planned, developed and implemented a prospect qualification and customer acquisition system in the Businesses Segments; • Responsible for all the Advertising Campaigns related to the Corporate segments (one of them awarded with the ADVB “Top de Marketing”, in 2003); • Led projects for the implementation of new businesses in other LATAM branches (i.e.: Business Plan focused on the Mexican market for a wealth management business, sizing of the potential market and competitors/positioning analysis for the Corporate Mexican Market, Insurance Market in Argentina, Expansion Potential for the Banking Market in Chile). Show less



Itaú Unibanco

• Brazil
• Banking
• 700 & Above Employee

• Marketing Analyst

  • Feb 1992 - Dec 1994

  Focus on Research and Business Intelligence Areas Focus on Research and Business Intelligence Areas



Fractal

• Sao Paulo, Brazil

• Marketing Analyst

  • Feb 1989 - Jan 1992