Thomas Keiserman Lempke, CFP®

Financial Advisor / Managing Director at Esquadra Investimentos
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Contact Information
us****@****om
(386) 825-5501
Location
Porto Alegre, Rio Grande do Sul, Brazil, BR
Languages
  • Francês Native or bilingual proficiency
  • Português Native or bilingual proficiency
  • Inglês Native or bilingual proficiency
  • Espanhol Limited working proficiency

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Luiz Afonso Senna

Thomas Keiserman Lempke é um excelente profissional, eclético, focado e criativo. Foi um de meus melhores alunos na Escola de Engenharia da UFRGS.

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Credentials

  • Certified Financial Planner, CFP®
    IBCPF - Instituto Brasileiro de Certificação de Profissionais Financeiros
    Mar, 2017
    - Nov, 2024
  • Certificado de Agente Autônomo de Investimento ANCORD
    ANCORD
    Jul, 2013
    - Nov, 2024
  • PQO - Programa de Qualificação Operacional BM&FBOVESPA
    BM&FBOVESPA
    Jul, 2013
    - Nov, 2024
  • Test of English as a Foreign Language , TOEFL iBT - Score: 98 points
    Educational Testing Service (ETS)
    Dec, 2008
    - Nov, 2024

Experience

  • Esquadra Investimentos
    • Brazil
    • Financial Services
    • 1 - 100 Employee
    • Financial Advisor / Managing Director
      • Sep 2013 - Present

      As Managing Director (from mid-2015 on): process management, business intelligence, personnel management, and marketing strategy. As Financial Advisor (from September 2013 on): optimisation of investment portfolios and financial plannings for both individual investors and companies; responsible for the selection and follow-up processes of investment funds. As Managing Director (from mid-2015 on): process management, business intelligence, personnel management, and marketing strategy. As Financial Advisor (from September 2013 on): optimisation of investment portfolios and financial plannings for both individual investors and companies; responsible for the selection and follow-up processes of investment funds.

  • Fideas Capital
    • Paris, France
    • Quantitative analyst
      • Jun 2011 - Jun 2012

      Participation in the conceptualization process of two future investment funds: Médicis Croissance (diversified; closed-end) and Betamax Émergents (emerging countries' equity; open-end). Within the framework of both these funds and Betamax fund (diversified; open-end since Sep/2009), development of the portfolio's ex ante optimization application and the portfolio's ex post performance analysis application (Excel 2010/VBA). Participation in the conceptualization process of two future investment funds: Médicis Croissance (diversified; closed-end) and Betamax Émergents (emerging countries' equity; open-end). Within the framework of both these funds and Betamax fund (diversified; open-end since Sep/2009), development of the portfolio's ex ante optimization application and the portfolio's ex post performance analysis application (Excel 2010/VBA).

  • Varied service companies
    • Porto Alegre / Curitiba
    • Self-employed consultant
      • Jul 2007 - Aug 2009

      Management solutions consultancy for service companies such as Vera Zaffari Arquitetura S/S (architecture office - www.verazaffari.com.br) and Müller Auditores Independentes S/S (audit, accounting and law consultancy firm - www.mullerauditores.com.br). Development of operational and financial integrated management systems on Microsoft Excel and Microsoft Access platforms, addressing various companies needs such as production costs and control, performance indicators, budget and cash flow control. Show less

  • UMA Incorporações de Imóveis Ltda
    • Porto Alegre, Brazil
    • Civil Engineering Intern
      • Oct 2006 - Jun 2007

      Planning, budgeting, scheduling and controlling of building contractors for upper-class construction sites. Planning, budgeting, scheduling and controlling of building contractors for upper-class construction sites.

  • DAProd - Diretório Acadêmico da Engenharia de Produção
    • Brazil
    • Non-profit Organizations
    • 1 - 100 Employee
    • State-sponsored (CNPq) Research Student
      • Mar 2005 - Jun 2005

      Participation in projects related with transport planning and traffic simulation/allocation. Participation in projects related with transport planning and traffic simulation/allocation.

  • Laboratório de Ensaios e Modelos Estruturais da UFRGS (LEME)
    • Porto Alegre, Brazil
    • State-sponsored (CNPq) Research Student & Concrete Technology Control Technician
      • Jun 2003 - Dec 2004

      Collaboration on research programmes regarding chromatic and fiber-reinforced concrete. Contribution to the statistical analysis of data. Participation in the construction of the Iberê Camargo Museum, a community service provided by LEME and Construtora Camargo Corrêa, a building corporation. Collaboration on research programmes regarding chromatic and fiber-reinforced concrete. Contribution to the statistical analysis of data. Participation in the construction of the Iberê Camargo Museum, a community service provided by LEME and Construtora Camargo Corrêa, a building corporation.

Education

  • Université Panthéon Sorbonne (Paris I)
    Panthéon-Sorbonne MSc. in Economics, Economics
    2009 - 2010
  • Université Paris Dauphine
    Master 2 Ingénierie Économique et Financière, Quantitative finance
    2010 - 2011
  • Universidade Federal do Rio Grande do Sul
    Bachelor Degree in Civil Engineering, Civil engineering
    2002 - 2008
  • Colégio Marista Rosário
    1990 - 2001

Community

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