Experience

Eleven Financial Research

• Brazil
• Capital Markets
• 1 - 100 Employee

• Sales and Marketing Director

  • Dec 2017 - Present

  ­- Leads a team of more than 40 people. Responsible for implementing and improving key business processes from the lead generation to the client’s entire lifetime. In 3 years, multiplied revenues by 15 times, from R$ 2mn to R$ 30mn. Improved companys’ main KPIs (e.g., +200% renewal rate, decreased cancellation rate by 25%, and achieved 93% of the NPS ratio from the B2B segment). ­- Commands strategic areas of the company: Sales, Business Development, Investment Allocation, Product Strategy, Investor Relations, Client Maintenance, Middle Office, and Marketing. ­- Hired, developed, and trained the Sales and Business Development team. Devised the incentive/compensation plans for the entire structure, including B2C, B2B2C, and B2B streams. ­- Structured and implemented the current strategy and business model definition, leading the change of company’s market positioning (mainly a retail approach) towards a more sophisticated client base - HNW and upper retail and Institutional Investors. Stablished the first successful independent research B2B model in the local market, conquering a client base with the major players of the Brazilian financial industry. ­- Remodeled entirely the B2C solution; created and implemented both B2B2C and B2B service segments. Those changes generated what would have become the most profitable revenue stream for the firm. ­- Defined strategic partnerships and built up strong relations with key market players, associations, regulators, and foreign institutions, with the purpose of brand consolidation and ultimately strengthened the independent research industry locally. ­- Had a prominent role in the M&A initiatives of the company, the last being the company’s acquisition by modalmais Bank. Has a leading role in the integration process and in identifying and capturing operation synergies. Also, had a leading role in negotiating the agreement to be a local representative for Morningstar. ­- Key speaker in events of the financial industry. Show less



Banco Bradesco

• Brazil
• Banking
• 700 & Above Employee

• Sales and Business Development Manager

  • Aug 2014 - Jan 2017

  ­- Managed multidisciplinary teams for strategic projects aiming at brand consolidation and client-base expansion towards market-share leadership. Budget control of R$ 8mn. ­- Elaborated and arranged approval for the press releases in the context of companys’ most significant events. ­- Led the internal marketing and brand building through media and digital channels. ­- Participated in market intelligence gathering and product development (targeting retail, HNW, corporate, and institutional investors). ­- Integrated the team which was responsible for the strategic planning team during HSBC’s acquisition. Direct report to the Executive Board and Executive Committee. ­- Worked on the development of new governance and policies concerning investment decisions, generating enhancements in the decision-making process and addressing regulatory matters Show less



M Square

• Brazil
• Investment Management
• 1 - 100 Employee

• Sales and Business Development Manager

  • Jan 2012 - Jul 2014

  - Account management and client maintenance (introductory meetings, due diligence process and conference calls). - Brand and marketing development, through media and digital channels, including PR, planning and coordination of the strategic events and conference calls, the main being: ¨Biannual event for foreign investors, including HNW individuals and institutional investors - endowments, foundations, pension funds and sovereign funds. ¨Annual event for HNW investors (launching of local and offshore hedge funds). ¨Quarterly conference calls for local institutional and HNW investors. - P&L control. Establishment of the Sales targets and KPIs. - Direct intermediation with the financial market regulatory parties. - Product development and strategy for local institutional investors and pension funds (capital call model). Show less



Abril Educação

• São Paulo

• FP&A Specialist (Sales and Marketing)

  • Jan 2011 - Jan 2012

  P&L control (Sales and Marketing reports and projections). Part of the team that structured the company’s IPO. Responsible for planning and implementing the annual incentive campaign for the Sales vertical (200+ employees). P&L control (Sales and Marketing reports and projections). Part of the team that structured the company’s IPO. Responsible for planning and implementing the annual incentive campaign for the Sales vertical (200+ employees).



DPaschoal

• Trainee

  • Aug 2009 - Jan 2011

  - Project Management for Finance and Strategic Planning: implementation of the company's BSC and of payment solutions for the retail operations (credit card). - Establishment of the Project Management Office (methodology, technology, and workflow). - Project Management for Finance and Strategic Planning: implementation of the company's BSC and of payment solutions for the retail operations (credit card). - Establishment of the Project Management Office (methodology, technology, and workflow).



Banco Santander (former Banco Real ABN AMRO)

• São Paulo

• Intern

  • Aug 2007 - Jul 2009

  Internship in Credit Sales and Trading - Global Banking and Markets. Internship in Credit Sales and Trading - Global Banking and Markets.