Experience

Icatu Vanguarda

• Brazil
• Investment Management
• 1 - 100 Employee

• Partner and Investor Relations

  • Feb 2010 - Present

  • Head of Investors Relations for the Brazilian territory. • Responsible for the development of new products and business strategy, working closely with the CEO on planning, budgeting, cost management, and all different aspects of the business. • Responsible for developing and managing relationships with institutional investors across asset managers, pension funds, family offices, independent broker/dealers, hedge funds, throughout Brazil. • Responsible for the approval and pricing of our portfolio. • Member of decision making commitees. • Focal point between Icatu Seguros and Icatu Vanguarda, being responsible for the cross selling strategies accross the Group's business. Show less



GAP Asset Management

• Private Banker and Investment Advisor

  • Jun 2007 - Feb 2010

  • Responsible for the portfolio management and financial activities of high net-worth clients. • Development of client relationship, proactively advising and discussing about investment options, potential risks and recommending investments. • Responsible for the portfolio management and financial activities of high net-worth clients. • Development of client relationship, proactively advising and discussing about investment options, potential risks and recommending investments.



HSBC

• United Kingdom
• Financial Services
• 700 & Above Employee

• Investment Banker

  • Jan 2006 - Jun 2007

  • Relationship Manager for local corporate entities. • Responsible for discussing their financial requirements and providing appropriate financial advice for portfolio management. • Relationship Manager for local corporate entities. • Responsible for discussing their financial requirements and providing appropriate financial advice for portfolio management.