Thalles Moreira, CEA
Head de Wealth Planning at Redoma Capital- Claim this Profile
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English Native or bilingual proficiency
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Spanish Full professional proficiency
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Portuguese Native or bilingual proficiency
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Chinese (Simplified) Elementary proficiency
Topline Score
Bio
Helio D'Anna
Thalles is a top notch professional and a first class act. His dedication, people skills and talent make him a professional to be sought after.
Dr. Xanshunta Polk
To whom it may concern: I am pleased to write a letter of recommendation for Thalles Silva. I came to know Thalles very well as a student in many of my BBA and MBA courses at Lincoln Memorial University. Additionally, Thalles was a member of LMU’s ENACTUS, of which I served as a Sam Walton Fellow. It is on the basis of this extensive experience that I write a recommendation of explicit support. Thalles is a willing, dynamic, and remarkably well-organized young man. He has demonstrated superior research capabilities, drive, and leadership. During his time in my classes, his performance exceeded that of his classmates. Thalles always came to class prepared and showed a keen interest in the course material. I have been especially impressed by Thalles’ discipline and well-rounded efforts. He has had success as a member of Lincoln Memorial University’s Soccer team. I am additionally impressed with Thalles’ ability to efficiently balance his course work while establishing and serving as President of the student organization Connect Brazil Association (CONBRAZA). I have enjoyed getting to know Thalless as a person. He is very mature and very capable of working independently or with a team. Thalles is an extraordinary person. I recommend him very highly and without reservation. Regards, Dr. Xanshunta L. Polk
Helio D'Anna
Thalles is a top notch professional and a first class act. His dedication, people skills and talent make him a professional to be sought after.
Dr. Xanshunta Polk
To whom it may concern: I am pleased to write a letter of recommendation for Thalles Silva. I came to know Thalles very well as a student in many of my BBA and MBA courses at Lincoln Memorial University. Additionally, Thalles was a member of LMU’s ENACTUS, of which I served as a Sam Walton Fellow. It is on the basis of this extensive experience that I write a recommendation of explicit support. Thalles is a willing, dynamic, and remarkably well-organized young man. He has demonstrated superior research capabilities, drive, and leadership. During his time in my classes, his performance exceeded that of his classmates. Thalles always came to class prepared and showed a keen interest in the course material. I have been especially impressed by Thalles’ discipline and well-rounded efforts. He has had success as a member of Lincoln Memorial University’s Soccer team. I am additionally impressed with Thalles’ ability to efficiently balance his course work while establishing and serving as President of the student organization Connect Brazil Association (CONBRAZA). I have enjoyed getting to know Thalless as a person. He is very mature and very capable of working independently or with a team. Thalles is an extraordinary person. I recommend him very highly and without reservation. Regards, Dr. Xanshunta L. Polk
Helio D'Anna
Thalles is a top notch professional and a first class act. His dedication, people skills and talent make him a professional to be sought after.
Dr. Xanshunta Polk
To whom it may concern: I am pleased to write a letter of recommendation for Thalles Silva. I came to know Thalles very well as a student in many of my BBA and MBA courses at Lincoln Memorial University. Additionally, Thalles was a member of LMU’s ENACTUS, of which I served as a Sam Walton Fellow. It is on the basis of this extensive experience that I write a recommendation of explicit support. Thalles is a willing, dynamic, and remarkably well-organized young man. He has demonstrated superior research capabilities, drive, and leadership. During his time in my classes, his performance exceeded that of his classmates. Thalles always came to class prepared and showed a keen interest in the course material. I have been especially impressed by Thalles’ discipline and well-rounded efforts. He has had success as a member of Lincoln Memorial University’s Soccer team. I am additionally impressed with Thalles’ ability to efficiently balance his course work while establishing and serving as President of the student organization Connect Brazil Association (CONBRAZA). I have enjoyed getting to know Thalless as a person. He is very mature and very capable of working independently or with a team. Thalles is an extraordinary person. I recommend him very highly and without reservation. Regards, Dr. Xanshunta L. Polk
Helio D'Anna
Thalles is a top notch professional and a first class act. His dedication, people skills and talent make him a professional to be sought after.
Dr. Xanshunta Polk
To whom it may concern: I am pleased to write a letter of recommendation for Thalles Silva. I came to know Thalles very well as a student in many of my BBA and MBA courses at Lincoln Memorial University. Additionally, Thalles was a member of LMU’s ENACTUS, of which I served as a Sam Walton Fellow. It is on the basis of this extensive experience that I write a recommendation of explicit support. Thalles is a willing, dynamic, and remarkably well-organized young man. He has demonstrated superior research capabilities, drive, and leadership. During his time in my classes, his performance exceeded that of his classmates. Thalles always came to class prepared and showed a keen interest in the course material. I have been especially impressed by Thalles’ discipline and well-rounded efforts. He has had success as a member of Lincoln Memorial University’s Soccer team. I am additionally impressed with Thalles’ ability to efficiently balance his course work while establishing and serving as President of the student organization Connect Brazil Association (CONBRAZA). I have enjoyed getting to know Thalless as a person. He is very mature and very capable of working independently or with a team. Thalles is an extraordinary person. I recommend him very highly and without reservation. Regards, Dr. Xanshunta L. Polk
Credentials
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CEA - Especialista em Investimentos
ANBIMA Certificação e EducaçãoAug, 2021- Oct, 2024
Experience
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Redoma Capital
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Brazil
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Investment Management
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1 - 100 Employee
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Head de Wealth Planning
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Jul 2022 - Present
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Aera Planejamento Financeiro
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Brazil
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Financial Services
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1 - 100 Employee
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CEO
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Feb 2020 - Present
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Autônomo
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Retail
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100 - 200 Employee
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Planejador financeiro
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Feb 2019 - Jan 2020
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W1 Consultoria Financeira
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Brazil
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Financial Services
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400 - 500 Employee
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Financial Planner
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Jan 2018 - Jan 2019
Individual financial planning using a traditional european methodology, with a modern and visionary system: I bring solutions and financial education in a simple and effective way, teaching my clients to think about their future, thus helping them to to have a better quality of life from a good financial planning. I am aware that each person has a unique objective and therefore I study in depth their preferences, their goals and help in the achievement of each stage, through the best financial products and services, making this service completely exclusive. The service offered is complex and personalized, to achieve the objectives of each client, I study the solutions of the main financial institutions in the market and select the best for each client, ensuring the highest level of assertiveness of the proposed planning. Unfortunately, in Brazil, financial education is not part of the curriculum of most citizens, which means that the majority of the population has difficulty dealing with money, often because of a lack of knowledge. Therefore, the purpose of this service is to help my clients achieve their dreams and goals in a planned and efficient manner. Show less
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COPEN Energia
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Brazil
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Oil and Gas
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1 - 100 Employee
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Project Manager
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Jan 2018 - Dec 2018
Responsible for managing a company´s internal project. In charge of a team with the functions of planning and coordinating the development of metrics, supplying the needs, having the resources to reach sustainable goals and objectives. Working together with the company's board of directors to train individuals and evaluate the team's performance while keeping everybody motivated. The general tasks includes: ▪ Planning and definition of scope ▪ Risk management analysis and control ▪ Activity and resource planning ▪ Strategic decision making and team leadership ▪ Progress monitoring and coordination ▪ Manage business goals and strategies Show less
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Golden Service Group
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United States
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Facilities Services
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CEO
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Aug 2017 - Jan 2018
Responsible for overseeing, scheduling, performance reviews, and disciplinary action of 7 full-time and 10 part-time employees.Managed entire operations and sales as the executive director.Selected from among peers to facilitate leadership courses and Total Quality classes.
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Department Manager
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May 2017 - Jul 2017
Led and coordinated an operational redesign resulting in 20% savings in operating cost while increasing monthly throughput by 45% and achieving record sales.Promoted to CEO within 3 months of becoming Department Manager.Estimated materials on home improvement projects for clients while coordinated and ensured outstanding customer service levels.Supervised, coached, and trained up to 5 new team members in sales and customer service skills.
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Marketing and Broadcast Assistant
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Jan 2014 - May 2017
Generated 100+ media advertisements using Adobe Photoshop for Lincoln Memorial University and additional businesses from the Tri-State area Assisted executive director and managed 5+ coworkers as floor director on live streaming events Coordinated audio and video during TV shows using TriCaster video production system Operated camera and teleprompter software weekly during local news Generated 100+ media advertisements using Adobe Photoshop for Lincoln Memorial University and additional businesses from the Tri-State area Assisted executive director and managed 5+ coworkers as floor director on live streaming events Coordinated audio and video during TV shows using TriCaster video production system Operated camera and teleprompter software weekly during local news
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Energy Trader
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May 2016 - Jul 2016
Implemented research studies about Brazilian energy market to supply data for the Trade Department. Applied investigative negotiation skills to regain and add 10+ clients. Assisted clients to buy and sell energy coverage daily. Successfully completed fifteen courses on the Brazilian Electric Energy Trading Chamber Implemented research studies about Brazilian energy market to supply data for the Trade Department. Applied investigative negotiation skills to regain and add 10+ clients. Assisted clients to buy and sell energy coverage daily. Successfully completed fifteen courses on the Brazilian Electric Energy Trading Chamber
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Diretriz Soluções em RH
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1 - 100 Employee
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Assistant Finance Manager
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Jan 2012 - Dec 2013
A Brazilian private placement agency with 100+ clients. Assisted the finance and accounting director in generating financial reports on a regular basis. Controlled financial and business forms for the purpose of checking accounts payable and receivable balances. Performed routine calculations to produce analyses and reports as requested by the finance director. Implemented improvements to increase efficiency and reduce costs on company’s operations A Brazilian private placement agency with 100+ clients. Assisted the finance and accounting director in generating financial reports on a regular basis. Controlled financial and business forms for the purpose of checking accounts payable and receivable balances. Performed routine calculations to produce analyses and reports as requested by the finance director. Implemented improvements to increase efficiency and reduce costs on company’s operations
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Education
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2017 - 2017
Lincoln Memorial University
Master of Business Administration (MBA), Finance Management -
2014 - 2017
Lincoln Memorial University
Bachelor of Business Administration (BBA), Business Administration and Management, Finance Management
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