Marcelo Juliani
Sr. Relationship Manager at Banco Caixa Geral Brasil- Claim this Profile
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Bio
Eduardo Dias
Dedicated, perfectionist and committed. As it should be someone who exercises this function.
Eduardo Dias
Dedicated, perfectionist and committed. As it should be someone who exercises this function.
Eduardo Dias
Dedicated, perfectionist and committed. As it should be someone who exercises this function.
Eduardo Dias
Dedicated, perfectionist and committed. As it should be someone who exercises this function.
Experience
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Banco Caixa Geral Brasil
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Brazil
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Banking
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1 - 100 Employee
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Sr. Relationship Manager
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May 2018 - Present
In charge of BCG Brazil’s Agribussines portoflio for credit, treasury, financial investments and services products. Main focus is the maintenance and expansion of current portfolio and the prospection for new credit clientes. I’m also involved in debt re-structuring, turnaround and capital market transactions. Current credit portfolio under my responsibility is around R$ 300 mln (30% of the bank’s assets). In charge of BCG Brazil’s Agribussines portoflio for credit, treasury, financial investments and services products. Main focus is the maintenance and expansion of current portfolio and the prospection for new credit clientes. I’m also involved in debt re-structuring, turnaround and capital market transactions. Current credit portfolio under my responsibility is around R$ 300 mln (30% of the bank’s assets).
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Connecting Dots Consulting
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Brazil
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Financial Services
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Partner
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May 2017 - May 2018
In charge of providing Corporate Consulting Services with focus in Finance. Main areas are: corporate turnaround and re-structuring, conception and implementation of Business Plans, Funding Structures (debt and capital markets and equity), Merger & Acquisitions and Creditors Support Services. In charge of providing Corporate Consulting Services with focus in Finance. Main areas are: corporate turnaround and re-structuring, conception and implementation of Business Plans, Funding Structures (debt and capital markets and equity), Merger & Acquisitions and Creditors Support Services.
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Banco Bradesco
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Brazil
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Banking
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700 & Above Employee
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Credit Analysis Manager
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Jul 2016 - Dec 2016
- In charge of the credit risk analysis team (4 people) for the Greater ABC, Litoral, São José dos Campos and Mogi das Cruzes regions within the Middle Market segment - Holder of credit approval authority. - In charge of the credit risk analysis team (4 people) for the Greater ABC, Litoral, São José dos Campos and Mogi das Cruzes regions within the Middle Market segment - Holder of credit approval authority.
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HSBC
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United Kingdom
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Financial Services
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700 & Above Employee
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Commodity Finance Risk Manager
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Apr 2013 - Jun 2016
- In charge of the Structuring of the Commodity Trade Finance transactions and the Risk Management of the soft and hard commodities portfolio within the Commodity and Structure Trade Finance client base - Direct and active contact with clients in order to reach enhanced transactions structuring, aligning client’s needs to HSBC’s credit appetite; active specialized support to the financial analysis unit - Link between the CSTF team and Credit Department, as well as to CFRM Global function. - In charge of the Structuring of the Commodity Trade Finance transactions and the Risk Management of the soft and hard commodities portfolio within the Commodity and Structure Trade Finance client base - Direct and active contact with clients in order to reach enhanced transactions structuring, aligning client’s needs to HSBC’s credit appetite; active specialized support to the financial analysis unit - Link between the CSTF team and Credit Department, as well as to CFRM Global function.
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Deloitte
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Business Consulting and Services
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700 & Above Employee
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Senior Manager - Corporate Finance & Financial Advisory
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Sep 2012 - Apr 2013
Consultant in the following competencies: growth acceleration, performance enhancement, funds origination, corporate and debt restructuring, corporate turnaround and creditors advisory. Consultant in the following competencies: growth acceleration, performance enhancement, funds origination, corporate and debt restructuring, corporate turnaround and creditors advisory.
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Banco Fibra
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Brazil
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Banking
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400 - 500 Employee
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Superintendente Executivo - Depto. de Crédito
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Aug 2008 - Oct 2011
- Responsible for the Agribusiness and Corporate clients credit risk management (credit analysis team - 12 people - and portfolio management)\ - in charge of credit policies, including risk rating methodologies, and relationship with regulatory agencies - Holder of credit authority and voting member of credit committees - small business, middle market, corporate and agribusiness. - Responsible for the Agribusiness and Corporate clients credit risk management (credit analysis team - 12 people - and portfolio management)\ - in charge of credit policies, including risk rating methodologies, and relationship with regulatory agencies - Holder of credit authority and voting member of credit committees - small business, middle market, corporate and agribusiness.
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WestLB Brazil
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São Paulo e Região, Brasil
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Local Credit Officer - Credit Risk Management Brazil
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Aug 2005 - Aug 2008
- In charge of all Brazilian credit assets. - Report directly to the hedquarters in Germany. - Representative of WestLB Credit Risk Management Dept. in all structuring, documentation and monitoring processes with a large and direct exposure to clients. - Also in charge of specifically managing the agribusiness and the structured commodity finance (SCF) portfolios. - In charge of all Brazilian credit assets. - Report directly to the hedquarters in Germany. - Representative of WestLB Credit Risk Management Dept. in all structuring, documentation and monitoring processes with a large and direct exposure to clients. - Also in charge of specifically managing the agribusiness and the structured commodity finance (SCF) portfolios.
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Banco Espirito Santo de Investimento SA
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São Paulo e Região, Brasil
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Credit Risk Manager - Credit Risk Department
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Jan 2005 - Aug 2005
- Responsible for the credit portfolio management of Brazilian based companies, including global clients. - Responsible for the credit portfolio management of Brazilian based companies, including global clients.
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ABN AMRO Bank - Brazil
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São Paulo e redondezas, Brasil
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Credit Portfolio Manager – “Credit Portfolio Management”
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1998 - Oct 2004
- Credit Portfolio Manager – “Credit Portfolio Management” - (2001 - 2004) Responsible for the credit portfolio management for the energy, metals & mining, chemicals & petrochemicals and pharmaceuticals clients under the wholesale segment, ABN AMRO global clients. Focus in the structuring and selling of loan products. - Credit Specialist – Risk Management Department - (2000 – 2001) In charge of the development of credit proposals and industry studies for clients in the telecommunication and midia and energy segments with annual net sales over USD 50 mln. - Senior Credit Analyst – Corporate Banking - (1998 – 2000)
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Rabobank International - Brazil
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São Paulo e Região, Brasil
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Senior Credit Analyst - Risk Management Division
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1997 - 1998
Manufacture of credit proposal and industry studies for the following industries: agribusiness, soy, cooperatives, processed food, cement and pulp and paper. Responsible for the coordination of the Brazilian Credit Committee. Manufacture of credit proposal and industry studies for the following industries: agribusiness, soy, cooperatives, processed food, cement and pulp and paper. Responsible for the coordination of the Brazilian Credit Committee.
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Bank Boston NA - Brazil
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São Paulo e Região, Brasil
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Associate Relationship Manager - Large Corporate
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1995 - 1997
- Associate Relationship Manager - Large Corporate (1996 – 1997) Credit portfolio management and support to relationship managers for clients with net sales over USD 200 mln, including meeting with clients and prospects, development of credit proposal and participation in the Brazilian Credit Committee. - Credit Analyst – Corporate / Middle Market Division (1996) - Management Trainee Program (1995) - Associate Relationship Manager - Large Corporate (1996 – 1997) Credit portfolio management and support to relationship managers for clients with net sales over USD 200 mln, including meeting with clients and prospects, development of credit proposal and participation in the Brazilian Credit Committee. - Credit Analyst – Corporate / Middle Market Division (1996) - Management Trainee Program (1995)
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Education
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Escola Superior de Propaganda e Marketing
Especialização, Marketing -
Universidade Estadual de Londrina
Bacharel, Administração de Empresas