Carlos Wald Reissmann

Founder - Chief Executive Officer at CRITERIA INVESTIMENTOS
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Contact Information
us****@****om
(386) 825-5501
Location
São Paulo, São Paulo, Brazil, BR
Skills

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Credentials

  • Análise e valuation
    STOXOS
    Jun, 2019
    - Nov, 2024
  • CPA 20
    -
    Feb, 2013
    - Nov, 2024
  • Agente Autônomo de Investimentos
    ANCOR

Experience

  • Criteria Financial Group
    • Brazil
    • Capital Markets
    • 1 - 100 Employee
    • Founder - Chief Executive Officer
      • Dec 2020 - Present

      - Developing business strategies ensuring their alignment with short-term and long-term objectives.- Establishing OKRs & KPIs for the company and each department.- Ensure company culture and values thoughout the organization.- Responsible for business investments.

    • Founder - Operations lead
      • Sep 2014 - Dec 2020

      - Responsible for accounting and finance- Responsible for contracts- Responsible business process

  • Planner Corretora de Valores
    • Brazil
    • Financial Services
    • 1 - 100 Employee
    • PMO
      • Jul 2012 - May 2013

      - Helped to priotize project and aligned to short- and long-term goals of the business. - Helped to organize team and resources to each project. - Responsible for porject budget. - Responsible for management reports. - Responsible for Zendesk Integration. - Helped to priotize project and aligned to short- and long-term goals of the business. - Helped to organize team and resources to each project. - Responsible for porject budget. - Responsible for management reports. - Responsible for Zendesk Integration.

  • APPIA Capital
    • Trading Desk
      • Jan 2012 - Jun 2012

      - Developed hedge strategies with statistic input.- Responsible for inserting and managing trades for portfolio manager.- Responsible for portfolio rebalancing due to risk manager directions.

    • BackOffice
      • Jan 2011 - Jan 2012

      - Developed automation of speadsheats to ensure accurate accounting of funds.- Developed reports for clients.- Responsible for B2C relationship management.

  • Prosper Corretora
    • Brazil
    • Financial Services
    • 1 - 100 Employee
    • Research
      • 2010 - 2010

      Macro Research analyst - Collecting and analyzing financial, political and socioeconomic data. - Analyzing market trends. - Studied the economic impact of laws and regulations. - Developing statistical and econometric models for economic forecasting. - Developed presentations and reports. Macro Research analyst - Collecting and analyzing financial, political and socioeconomic data. - Analyzing market trends. - Studied the economic impact of laws and regulations. - Developing statistical and econometric models for economic forecasting. - Developed presentations and reports.

Education

  • Harvard Business School Online
    Business Strategy, Strategy
    2023 - 2023
  • Stanford University Graduate School of Business
    Executive Program, Stanford Lead - Business, Leadership, Inovation and Organizational Behavior
    2021 - 2022
  • IBMEC
    Bachelor of Business Administration (B.B.A.)
    2008 - 2013
  • St.Clare Oxford
    2009 - 2009
  • The London School of Economics and Political Science (LSE)
    Accounting and Financial, Business
    2009 - 2009
  • The British School of Rio de Janeiro
    1994 - 2007
  • Stanford University Graduate School of Business
    Executive Program
  • Stanford University Graduate School of Business
    Executive Program, Organizational Leadership

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