Claudio Lambert, CGA

Board Observer at Aegro
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
São Paulo, São Paulo, Brazil, BR
Languages
  • Inglês Full professional proficiency
  • Português Native or bilingual proficiency
  • Spanish Professional working proficiency

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

5.0

/5.0
/ Based on 2 ratings
  • (2)
  • (0)
  • (0)
  • (0)
  • (0)

Filter reviews by:

Renato Silva

O Cláudio Lambert chegou à agência BBlender na metade de 2015 com o objetivo de fazer um levantamento da vida financeira da empresa durante um determinado tempo e melhorar o investimento dos recursos de forma a equilibrar os gastos. Em pouco tempo pude notar o seu olhar apurado sobre todos os pagamentos e investimentos em plataformas de gestão de redes sociais que particularmente minha equipe utilizava. Conseguimos juntos renegociar algumas delas, reduzir os gastos com outras e até cancelar o que, de fato, conseguíamos de outras forma com outras ferramentas. Nosso trabalho melhorou pois concentramos nossos esforços em um menor número de canais de gestão. Além disso, todas as questões relacionadas aos recebimentos e benefícios dos colaboradores sempre foram respondidas em ótimo tempo, com conhecimento e embasamento necessário para que não restasse nenhuma dúvida. Sua passagem pela empresa foi significativa para que hoje nós possamos, apesar da crise econômica atual, manter equipe e recursos ativos de forma a garantir uma entrega com qualidade para nossos clientes.

Leandro Solé Morelló

I have worked with Claudio while we were both doing our MBA at IE Business School and I can only say positive things about him and his working style. He is always helpful when things start to become complicated and a perfect team leader, particularly, when it is needed to translate unconcrete ideas into real financial figures. Claudio can be the perfect CFO for any organization as he can draw easily a company's problem, come up with the right financial numbers and have the whole picture of an organization's needs and investments. I wish you all the best Claudio in your future!

You need to have a working account to view this content.
You need to have a working account to view this content.

Credentials

  • CGA
    ANBIMA
  • CPA 20
    ANBIMA
  • Chartered Asset Manager
    CVM

Experience

    • Brazil
    • Software Development
    • 100 - 200 Employee
    • Board Observer
      • Sep 2022 - Present

    • Brazil
    • Venture Capital and Private Equity Principals
    • Corporate Venture
      • Nov 2018 - Present

    • Brazil
    • Farming
    • 100 - 200 Employee
    • Board Observer
      • Feb 2021 - Present

    • Brazil
    • Transportation, Logistics, Supply Chain and Storage
    • 1 - 100 Employee
    • Board Observer
      • Jun 2021 - Aug 2023

    • Brazil
    • Capital Markets
    • 1 - 100 Employee
    • Portfolio Manager
      • Dec 2017 - Nov 2018

      Deployment and mangament of structured investiment funds (credit rights and private equity investment funds). AUM: R$ 30 million. Deployment and mangament of structured investiment funds (credit rights and private equity investment funds). AUM: R$ 30 million.

    • Brazil
    • Financial Services
    • Management and Financial Consultant
      • Jul 2015 - Dec 2017

      Advisory on businesses' turnaround, financial structuring, corporate litigation, business valuation, economic and financial feasibility and strategic planning development. Consulting on investment funds' management and deployment. Advisory on businesses' turnaround, financial structuring, corporate litigation, business valuation, economic and financial feasibility and strategic planning development. Consulting on investment funds' management and deployment.

    • Spain
    • Higher Education
    • 700 & Above Employee
    • MBA Candidate
      • Nov 2013 - Dec 2014

      English track Board member of IE Brazil Club Madrid Chapter Specialization: Finance English track Board member of IE Brazil Club Madrid Chapter Specialization: Finance

    • Brazil
    • Banking
    • 400 - 500 Employee
    • Vice President Products
      • Oct 2012 - Nov 2013

      Oversight of new banking products (services, loans, Debt Capital Markets) including identification, structuring, and implementation focused on maximizing profitability and optimizing capital. Managed the structuring of syndicated loans and capital market deals valued at USD $250 million. Implemented new cross selling sales policy to restructure Rural Loan products worth USD $30 million. Deployed Real Estate Credit bills valued at USD $150 million. Member of Anbima (self regulation entity) committee for new products Show less

    • Banking
    • 1 - 100 Employee
    • Vice President Structured Finance
      • Jun 2006 - Aug 2012

      Gained substantial experience in the use of a broad range of local market instruments valued at USD $500 million including real estate notes, real estate certificates, tradable bank loans, and debentures. Facilitated structuring of non-traditional banking and Debt Capital Market deals. Oversight of receivables and credit securitization, including structuring and management of Credit Rights Investment fund (FIDC) and private credit assignment to investors (hedge funds and private investors). At Vitória Asset Management, fully owned subsidiary, restructured the company including redesign of existing workflows, credit analysis, securities acquisition, compliance processes, and created redundancies. Hired, trained, and defined job duties for 4 new collaborators. Oversight of 14 credit hedge funds focused on private credit valued at USD $300 million including long term strategy and assets and market analysis and 4 private equity funds valued at US$ 400 million. Show less

    • Brazil
    • Telecommunications
    • 700 & Above Employee
    • Senior Credit Analyst
      • Aug 2005 - Jun 2006

      Credit policies settlement. Credit limits analysis and approval - retail dealers. Credit policies settlement. Credit limits analysis and approval - retail dealers.

    • Banking
    • 1 - 100 Employee
    • Credit Analyst
      • Jun 2003 - Aug 2005

      Credit analysis - middle market companies Credit policies settlement and approval Credit analysis - middle market companies Credit policies settlement and approval

    • Spain
    • Banking
    • 700 & Above Employee
    • Trainee
      • Jan 2003 - Jun 2003

      Credit department trainee Credit department trainee

    • Capital Markets
    • 1 - 100 Employee
    • Intern
      • Mar 2000 - Dec 2002

      Commercial banking relationship intern Commercial banking relationship intern

Education

  • IE Business School
    Master of Business Administration (M.B.A.), Finance
    2013 - 2014
  • Ibmec
    MBA (post graduation lato sensu), Finance
    2005 - 2006
  • Universidade Federal do Rio de Janeiro
    Graduated, Business
    1999 - 2003
  • CPII

Community

You need to have a working account to view this content. Click here to join now