Experience

• 

  Mercer Australia

  • Australia
  • Financial Services
  • 700 & Above Employee

  • Principal Wealth

    • Oct 2020 - Present

  • Principal Wealth and M&A

    • Sep 2019 - Oct 2020

    - M&A leader in Australia;- Wealth consultant;- in charge of integrated business strategies, bundling solutions from Health, Wealth and Career to address clients challenges and priorities.

• 

  Mercer Latinoamérica

  • United States
  • Business Consulting and Services
  • 1 - 100 Employee

  • Principal

    • Apr 2017 - Apr 2019

    - Led a team focused on business innovation, designing new solutions and redefining a go to market strategy for financial education, employee value proposition, compensation restructuring, people development;- Employee Value Proposition leader, supporting companies to increase people engagement, productivity and retention by reshaping the total rewards structure with strategies aligned with employee drivers, focused on the non-economical (Intangible) benefits. - In charge of a German enterprise network in Mexico and Brazil, leading an annual executive round table for C-Level with discussions about business strategies.- Relationship manager for key clients, responsible for the overall relationship with Mercer in LATAM

  • Senior Associate

    • Oct 2015 - Mar 2017

• 

  Mercer

  • United States
  • Professional Services
  • 700 & Above Employee

  • Senior Associate

    • Oct 2011 - Sep 2015

    - M&A ConsultantAssisting 30+ clients, large & medium-size, domestic & multinational companies in the public and private sectors on: - Implementation and re-design of retirement plans, including selection of most adequate financial vehicle (insurance companies vs. self, trustee) - Managing services provided to 401(k)-type of plans - Supervising Actuarial Valuations for retirement plans and other post-career benefits, with results presentation under accounting guidelines- Business development (sales strategies)- Accounting specialist (employee Benefits under US-GAAP, IFRS and Brazilian GAP)

  • Associate

    • Nov 2008 - Sep 2011

    - Actuarial valuation, international accounting, benefit assessment and assisting multinational clients, large & medium size, domestic & multinational companies in public and private sectors

  • Support Analyst

    • Jul 2004 - Oct 2008

    Actuarial valuation, Data analysis for actuarial valuation, Pension plan design

  • Support Analyst

    • Apr 2008 - Sep 2008

    International accountant - US GAAP analyst

• 

  Mercer

  • São Paulo, Brazil

  • Senior Pension Administrator

    • Jun 2000 - Jun 2004
    • São Paulo, Brazil

    - Budget planning, Investment policies, Government & Compliance, Loans, Tax and management reports, tax simulators, medium / long-term projections. - Implemented the intranet website in Brazil

• 

  Grupo Santander

  • São Paulo e Região, Brasil

  • Pension Administrator

    • Jan 1994 - May 2000
    • São Paulo e Região, Brasil

    Santander closed trust fund administrator - In charge of retirees payroll, loans for members, communication, sports events