Lucas Prota

Relationship Manager at XP Empresas
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Contact Information
us****@****om
(386) 825-5501
Location
Porto, Porto, Portugal, PT
Languages
  • Inglês Full professional proficiency
Skills

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Bio

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Credentials

  • CPA-20
    ANBIMA Certificação e Educação
    Jul, 2020
    - Oct, 2024
  • VBA - Avançado
    Banco modal
    Jul, 2017
    - Oct, 2024
  • Excel Avançado
    Hashtag Treinamentos Universitários
    Sep, 2016
    - Oct, 2024

Experience

  • XP Empresas
    • Brazil
    • Financial Services
    • 1 - 100 Employee
    • Relationship Manager
      • Jul 2022 - Present

      Responsible for relationship with companies and structured solutions based in: - Investments - FX Trade - Credit - Insurance Responsible for relationship with companies and structured solutions based in: - Investments - FX Trade - Credit - Insurance

  • XP Investimentos
    • Brazil
    • Financial Services
    • 700 & Above Employee
      • Jan 2022 - Jun 2022

      Managing 6 Bankers, Total AuM R$1,5 billions

      • Sep 2020 - Dec 2021

      Banker, AuM R$298 millions- Prospecting new customers- Relationship with customers- Making strategies to improvement revenue

  • Banco Modal
    • Brazil
    • Banking
    • 700 & Above Employee
      • Jan 2018 - Sep 2020

      Following the Banker in your principals services:- Prospecting and relationship corporate clients- Structuring alternativs funds: FIP, FII and FIDC.- Foreign exchange operations- Derivatives: NDF and Swap- Credit operations: CCB, CRI, CRA.

      • Jun 2016 - Dec 2017

Education

  • Porto Business School
    Postgraduate Degree, Financial Analyst
    2023 - 2023
  • Ibmec
    Graduação, Ciências Contábeis
    2016 - 2019

Community

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