Experience

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  RSM Cayman

  • Cayman Islands

  • Consultant - Blockchain and Web 3

    • Jun 2024 - Present
    • Cayman Islands

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  Tenet Bank

  • Client Services Manager

    • Oct 2023 - May 2024

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  Cartan Group

  • Cayman Islands

  • Web 3 Project Manager

    • May 2022 - Oct 2023
    • Cayman Islands

    As a Web 3 Project Manager, I led and managed groundbreaking projects for prominent Decentralized Autonomous Organizations (DAOs) and a Cayman Foundation. My role focused on aligning these entities with the principles of Web 3.0 and decentralized governance structures while meeting the project's guidance requirements and ethos.

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  Clearwater Cayman

  • Cayman Islands

  • Associate Director

    • Sep 2020 - Apr 2022
    • Cayman Islands

    As an Independent Director for Clearwater, I serviced hedge funds and private equity vehicles under a variety of structures and strategies across many jurisdictions;As investment manager, my role consisted of providing Outsourced Investment Management services addressing portfolio complexity and risk management for fund entities while assisting the onshore Investment Managers with portfolio management and trading and execution services;Serving as AML officer for Clearwater, I promoted regulatory oversight and reporting for a variety of structures and assets, including Digital Investments, Cryptocurrency and ESG;Provided Economic Substance consultancy, offering tailored solutions for Holding and Fund Management businesses that need to comply with economic substance requirements in the Cayman Islands.

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  Clairmont Advisors Group

  • Cayman Islands

  • Client Relationship Officer

    • Oct 2019 - Aug 2020
    • Cayman Islands

    At Clairmont Advisors, I played a pivotal role in our open platform multifamily office, focusing on driving business development within the Brazilian market. My responsibilities included prospecting and servicing Ultra-High-Net Worth Individuals, family offices, and Investment managers. I provided invaluable offshore wealth structuring advice, offering a comprehensive suite of investment-related services. In addition, I supported senior advisers with trading and client relationship management.My extensive experience in servicing clients, both private and corporate, from diverse global backgrounds enabled me to assist clients with a wide range of offshore structures. From private investment companies to private funds, foundations, and trusts, I ensured that our clients' unique needs were met with tailored solutions.

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  HSBC

  • Porto Alegre e Região, Brasil

  • Senior Financial Advisor

    • Jun 2013 - Jan 2017
    • Porto Alegre e Região, Brasil

    In my role at HSBC, I excelled in managing relationships with private clients, specializing in the sales of a diverse portfolio of financial products. My expertise extended to equities, hedge funds, fixed income, pension funds, and insurance, where I provided clients with comprehensive financial and wealth planning solutions.One of my key contributions was delivering monthly economic outlook presentations to both current and prospective clients. These sessions offered valuable educational opportunities for clients to gain a deeper understanding of the current domestic and offshore investment landscape. By equipping clients with this knowledge, I empowered them to make informed investment decisions.

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  Banco Bradesco

  • Pelotas e Região, Brasil

  • Insurance Broker

    • Mar 2009 - May 2013
    • Pelotas e Região, Brasil

    As the head of the insurance department at two prominent branches of Banco Bradesco, I played a pivotal role in driving sales and distribution of insurance products. This encompassed a diverse range of offerings, including car, home, life, and business insurances. My leadership and expertise were instrumental in effectively meeting the insurance needs of our clients and enhancing our branch's overall performance.

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  Portocred S/A, Crédito, Financiamento e Investimento

  • Pelotas, Rio Grande do Sul, Brazil

  • Client Relationship Manager

    • Jan 2008 - Feb 2009
    • Pelotas, Rio Grande do Sul, Brazil

    As a Client Relationship Officer at Portocred, I dedicated myself to managing our current portfolio of clients while also specializing in the offering of fixed income investment products. My role revolved around nurturing strong client relationships and delivering tailored fixed income investment solutions to meet their financial objectives.