Fundraising and Investor Relations Associate

• Dec 2020 - Present

Fundraising and Investor Relations Analyst

• Apr 2020 - Dec 2020

Banker

• 2018 - Apr 2020

In XP Investments I managed a portfólio of aproximately R$500 MM. As a banker, I helped my clients with theirs investments, financial planning and even succession planning. Also, I actively participated in "Assessoria Live". I had a fixed weekly participation where I spent one hour live on Youtube helping investors with all kinds of doubts. Furthermore, I mediated a talk about Private Pension (Previdência Privada) with renowned investment fund managers and was part of the Special Live about Woman's Day.

Banker

• Aug 2018 - Nov 2018

Helped structuring an area to make the first contacts with the digital clients so that we could accelarate their first investment. We recieved a list of clients from "pré-vendas" and had to introduce myself and the company in an efficient way and convert them into active clients as soon as posible.

Comercial Intern

• Feb 2018 - Jul 2018

In Genial Investimentos I made part of the team responsible for the digital clients. I helped them with all the operational part, investments doubts and portfolio allocation.

Trade Marketing Intern

• Jul 2017 - Dec 2017

As a trade marketing intern I was responsible for the sales promoters and their organization and KPI's. Also, I led a project to help increase sales of a new product we were lauching in the brazilian market at the time. As a trade marketing intern I was responsible for the sales promoters and their organization and KPI's. Also, I led a project to help increase sales of a new product we were lauching in the brazilian market at the time.

Economic Core Consultant

• Jul 2016 - Dec 2016

My first professional experience was in Insper Jr. - a junior consulting firm composed by Insper students. There, I was one of the responsibles for the Economic Core and also did a consulting project for a nutrition company. As a Economic Core consultant I helped creating our economic forecast document for the year and weekly reports to keep the team updated. My first professional experience was in Insper Jr. - a junior consulting firm composed by Insper students. There, I was one of the responsibles for the Economic Core and also did a consulting project for a nutrition company. As a Economic Core consultant I helped creating our economic forecast document for the year and weekly reports to keep the team updated.