Associate Partner

• Jul 2022 - Present

Founder and managing partner

• Jul 2021 - Aug 2022

Partner & Securities Desk Trader

• Nov 2020 - Jun 2021

Equity Sales Trader - Private Bank

• Jun 2017 - Oct 2020

• Conducted evaluations of daily executions and performance reports. • Consulted with Private Bank clients and bankers, supplying products including ETF’s, stocks, options and exchange traded fixed income products. • Provided insight on daily trading and market trends and advice on investments and strategies. • Conducted evaluations of daily executions and performance reports. • Consulted with Private Bank clients and bankers, supplying products including ETF’s, stocks, options and exchange traded fixed income products. • Provided insight on daily trading and market trends and advice on investments and strategies.

Founding Partner

• Apr 2014 - Jun 2017

PORTFOLIO MANAGER/ FINANCIAL ADVISOR ♦ Performed amenity and financial reporting, on-shore and off-shore asset allocation (including stock market, fixed income and real estate assets), charity services, tax and legal services for a variety of clients. ♦ Collaborated with clients to understand and ensure progress towards financial goals. ♦ Reviewed and evaluated portfolios for compliance, execution and settlement information and for risk management adherence. Accomplishments: ♦ Successfully managed a financial portfolio of $35 million. ♦ Demonstrated ability to adapt and react to market volatility by adjusting client portfolios to counteract stock market collapse and avoid financial losses. Show less

Head Equity Sales and Trading/INSITIUTIONAL EQUITY SALES TRADER

• Mar 2010 - Mar 2014

HEAD EQUITY SALES AND TRADING (2013 – 2014) ♦ Promoted to be the Head of Private Banking Sales Trader desk, responsible for accounts totaling $180 million. ♦ Consulted with Private Bank clients, supplying products including ETF’s, stocks, options and exchange traded fixed income products. Accomplishments: ♦ Closely collaborated with SB&L and treasury desk to grow business and reach TOP 5 SB&L Bovespa Ranking. INSITIUTIONAL EQUITY SALES TRADER (2010 – 2013) ♦ Supported New York, Paris and London trading desks in providing services including: stock borrowing and lending, swaps and structured products. ♦ Managed treasury desk and swap block order trading request. ♦ Engaged in cross selling with local clients and assisted in management of local hedge funds, asset management and pension funds accounts. ♦ Managed both short and long term strategic objectives for clients, communicated with clients regarding research, market trends, stock volumes and market colour in order to convey best course of action. ♦ Gained familiarity with derivatives, ADR’s and Program Trading to evaluate risk and achieve optimal order-flow execution. Accomplishments: ♦ Increased HSBC volume market share by 35% over 3 years and generated over $60M in gross commissions on a yearly basis. Show less

Equity Sales Trader

• Oct 2008 - Mar 2010

♦ Used consultative selling techniques to identify client goals and offer equity related products. ♦ Conducted evaluations of daily executions and performance reports. ♦ Monitored market activity, conditions, identified trends and controlled Risk Management. ♦ Provided insight on daily trading and market trends and advice on investments and strategies. Accomplishments: Generated over $10 million in gross commissions on a yearly basis ♦ Used consultative selling techniques to identify client goals and offer equity related products. ♦ Conducted evaluations of daily executions and performance reports. ♦ Monitored market activity, conditions, identified trends and controlled Risk Management. ♦ Provided insight on daily trading and market trends and advice on investments and strategies. Accomplishments: Generated over $10 million in gross commissions on a yearly basis

PORTFOLIO MANAGER

• Sep 2003 - Sep 2008

PORTFOLIO MANAGER♦ Established an equity trading desk to support private bank clients. ♦ Responsible for hedge funds, pension funds, and asset management for local accounts. ♦ Consulted with clients to determine the best way to successfully reach both day trade and long term strategic objectives in accordance with current market. ♦ Followed risk management evaluation procedures to achieve optimal order-flow execution. Accomplishments: Within a year grew local equity trading desk from scratch to $33 million and generated close to $1 million in gross commissions on a yearly basis. Show less

Atlanta Financial Group - AFG Operations Manager

• Jan 2003 - Dec 2006

Atlanta Financial Group / LLA Andbank, Sao Paulo, SP, Brazil 2003 – 2006 Private Bank / Wealth Management – Offshore operations manager We were responsible for the offshore business of our clients and had agreements with Pershing, NY; Pictet and Monte Paschi Bank in Europe.• Oversaw over USD 40 mm in business with focus on offshore mutual funds (Franklin Templeton, Fidelity, Meridian, MAN, Alliance Bernstein). Our job was to offer these products thru clients meetings and presentations and also morning calls. • Responsible for product sales and execution (Equity, Bonds/FX/ mutual funds and cash management) Show less

Proprietary Desk – Equity Trader and strategist

• Jan 2007 - Sep 2007

Axia Independent Advisors, Sao Paulo, SP, Brazil 2006 – 2007 Proprietary Desk – Equity Trader and strategist I was part of the treasury desk team of the company. We used several trading models mostly algorithms, long-short, coverage calls, among others strategies. Axia Independent Advisors, Sao Paulo, SP, Brazil 2006 – 2007 Proprietary Desk – Equity Trader and strategist I was part of the treasury desk team of the company. We used several trading models mostly algorithms, long-short, coverage calls, among others strategies.

FX sales trader

• 2002 - 2003

Finambrás C.C.T.V.M., Sao Paulo, SP, Brazil 2002 – 2003 F/X trader • Store Manager for one of the company’s branch – Currency exchange (F/X) • Responsible for day to day business. Money management and risk analysis Finambrás C.C.T.V.M., Sao Paulo, SP, Brazil 2002 – 2003 F/X trader • Store Manager for one of the company’s branch – Currency exchange (F/X) • Responsible for day to day business. Money management and risk analysis

Currency exchange sales desk

• Mar 2001 - Aug 2002

• Started as an intern in the currency exchange sales desk and after six months was hired as a sales desk supervisor • Started as an intern in the currency exchange sales desk and after six months was hired as a sales desk supervisor

Options Sales Trader

• Sep 1998 - Feb 2001

• Responsible for supporting local clients on stock options trading • Responsible for supporting local clients on stock options trading

Intern

• May 1998 - Aug 1998