ANTONIO NETO
New York,NY
Summary
Results-driven leader with over 15 years of experience building and scaling innovative products and platforms in the financial services industry. Recognized for transforming business performance through data-driven decision-making, machine learning models, and AI technologies. Skilled at leading cross-functional agile teams to accelerate growth. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Head of Data and Finance Products
QAPITAL
01.2022 - Current
- Led, developed, and launched innovative AI financial products, including robo-advisory, crypto trading, retirement planning tools
- Developed ML models for marketing optimization, leading to 50+% lower customer acquisition costs, accelerated growth, and scale
- Oversaw the development of AI-powered conversational chatbots (LLM-based) for internal teams, improving cross-org alignment
- Devised data-as-a-product and self-service analytics empowering the organization with accessible, real-time data and insights
- Built product roadmap; established and tracked KPIs
- Designed and developed scalable data infrastructure, pipelines, and ML platforms to rapidly prototype and produce AI models
- Delivered data-informed recommendations to e-team, leading to 20+% cost reduction in third-party spending (API call consumption)
- Build adigital Investment Retirement Account (IRA Traditional / Roth) and Robot Advisor
- Managed multidisciplinary agile teams of 21 people (data scientists, data analysts, data engineers, software engineers, and designers)
- Generated financial and operational reports to assist management with business strategy
Head of Product
PASSFOLIO(ACQUIRED BY SPPROUTFI)
07.2021 - 01.2022
- Streamlined an entire suite of global e-trade platforms, leading to 25% revenue growth, 30% reduction in onboarding dropoff rate
- Created roadmap and KPIs for products spanning digital banking, cryptocurrency solutions, robo-advisory and educational portal
- Crafted a new data-as-a-product paradigm and devised analytics strategies to empower the organization to use data effectively
- Developed machine learning models to enhance the product and A/B testing and implemented the product data analytics strategy
- Spearheaded the strategic tracking and management of data with an analytical foundation for informed decision-making
- Demonstrated leadership acumen with product and design teams to bolster growth and innovation
- Oversaw product expansion into Brazil, Colombia, Mexico, Nigeria, and Indonesia with offerings tailored to new markets
- Established a bank operation allowing non-US citizens living abroad to open US-based bank accounts in less than six months
- Build data & analytics strategy to track and improve the platform.
- Collaborated with sales, marketing, and support teams to launch products on time and within budget
- Prioritized roadmap to achieve product goals and metrics
Co-Founder/Board Member
GO STORK
11.2019 - 12.2021
- Drove instrumental financial strategies during a transformative period
- Developed comprehensive financial modeling; crafted a robust business blending market dynamics and sustainable growth goals
- Spearheaded investor presentations, distilling complex concepts into compelling narratives, raised $1.2M in pre-seed
- Managed all facets of budgeting and forecasting and instituted data-driven tracking systems for transparency and agile adjustments
- Data and Analytics to help improve the product and marketing strategy.
CEO/Co-founder/Head of Product
SAVVY INVEST (ACQUIRED BY PLANNER CORRETORA)
03.2019 - 06.2021
- Sold company to Planner Corretora (top 10 broker-dealer in Brazil)
- Designed and built an E-trading platform catering to foreign middle-class clients (open brokerage accounts, trade on US Exchanges)
- Drove all project phases from ideation to execution, including strategic planning and operational implementation
- Managed business model and financial modeling; contributed to fundraising efforts and securing platform investments
- Implemented data and analytics strategies to foster a data-driven culture, advanced analytics, and data insights
- Led strategic planning efforts, including long-term product vision, goal definition, roadmap, KPIs, and execution plan
- Launched cross-border payment solutions based on Blockchain in record time (4 months)
- Managed and mentored a global team of 16 highly skilled professionals
- Responsible for developing Data and Analytics strategy.
- Analyzed industry trends and tracked competitor activities to inform decision-making.
Partner/Co-founder/Head of Product
MATRIX ADVISORY INC.
02.2018 - 02.2020
- Devised and executed investment structures and financial products tailored to the unique requirements of Latin American families
- Led consulting division to excellence, focusing on the creation of cutting-edge financial products such as algorithmic trading
- Developed comprehensive business plans, drove strategic planning, and applied expertise in deep tech, fintech, crypto & blockchain.
CFO / Product Advisor
E-GUINCHO
06.2017 - 02.2020
- Handling Profit and loss (P&L) and financial projections, including developing pricing models and valuation frameworks and crafting comprehensive company presentations
- KPI Supervision: Monitoring and overseeing key business performance indicators
- Overseeing the accounting, finance, payroll, and taxation departments to ensure smooth operations
- Cash and Risk Management: Ensuring diligent company cash flow management and mitigating financial risks
- External Representation: Acting as the face of Eguinho in communications with investors and advisors, enhancing the company's market position.
CEO / Founder
A2A ADVISORY (ACQUIRED BY FINGER LAKES)
02.2011 - 12.2017
- Sold company to Finger Lakes Gestora de Recursos (asset management)
- Develop financial products such as Personal Investment Companies, exclusive funds, real estate funds, and debit notes
- M&A advisor
- Led a team to complete the restructuring of over US$ 200 million in company debt.
CEO / Founder
A2A ASSET MANAGEMENT (ACQUIRED BY FINGER LAKES)
02.2011 - 12.2016
- Sold the company to Finger Lakes Gestora de Recursos (asset management)
- Directed company strategy and managed a portfolio of over US$ 150 million in assets (PE & VC).
PE/VC Analyst
FUNCEF (The third-largest Brazilian pension fund)
02.2011 - 12.2016
- Board member of Magnesita(on behalf of the investor)
- Manage a portfolio over U$250 million in assets(PE & VC).
Trainee - TAL Investment Fund
Cyrela Brazil Realty
02.2011 - 12.2016
- Developed a system for Fixed income( Funds had an AUM of over $100 million)
- Developed Valuation models and automation of risk.
Partner / Co-Founder
CEDRO TECHNOLOGIES - ( EX CEDRO MARKET & FINANCE)
02.2004 - 02.2006
- Sold participation to other co-founders (continued growth as Cedro Technologies - 200+ employees, large banking clients, e.g., Bradesco)
- Led the ideation and execution of innovative data products focused on creating cutting-edge tools for financial marketing
- Build real-time data market applications for small and medium broker-dealer and Asset Management companies.
Education
Master in Fintech -
06.2024
Bachelor of Computer Science -
12.2005
Bachelor of Economics -
12.2004
Skills
- Software Development Life Cycle
- Teamwork and Collaboration
- LLM & Generative AI
- Project Planning
- Decision-Making
- Roadmap
- ML&AI
- Data Analytics
- Business Plan
- Data Modeling
- Fintech
- Product Management
- Agile
- Digital Strategy
Certification
- UNIVERSITY OF PENNSYLVANIA - WHARTON SCHOOL, Entrepreneurship Acceleration Program: Scaling Your Business Online Certificate Program, 10/01/22, 12/01/23, Philadelphia, PA
- NYU - STERN SCHOOL OF BUSINESS, Fintech Certificate, 09/01/04, 06/01/05, New York, NY
- COLUMBIA UNIVERSITY, Digital Business Strategy, 09/01/04, 06/01/05, New York, NY
- Certified in Series 63 (FINRA) - Uniform Securities State Law Examination
Hobbies and Interests
Triathlon ,Surf, Green Card holder; Brazilian citizen; 20 countries traveled, chasing waves worldwide from California to Bali,
Additional Information
Python, R, Haskell, C, Pascal
SQL
Languages
English
Native or Bilingual
Portuguese
Native or Bilingual
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Head of Data and Finance Products - QAPITAL
01.2022 - Current
Head of Product - PASSFOLIO(ACQUIRED BY SPPROUTFI)
07.2021 - 01.2022
Co-Founder/Board Member - GO STORK
11.2019 - 12.2021
CEO/Co-founder/Head of Product - SAVVY INVEST (ACQUIRED BY PLANNER CORRETORA)
03.2019 - 06.2021
Partner/Co-founder/Head of Product - MATRIX ADVISORY INC.
02.2018 - 02.2020
CFO / Product Advisor - E-GUINCHO
06.2017 - 02.2020
CEO / Founder - A2A ADVISORY (ACQUIRED BY FINGER LAKES)
02.2011 - 12.2017
CEO / Founder - A2A ASSET MANAGEMENT (ACQUIRED BY FINGER LAKES)
02.2011 - 12.2016
PE/VC Analyst - FUNCEF (The third-largest Brazilian pension fund)
02.2011 - 12.2016
Trainee - TAL Investment Fund - Cyrela Brazil Realty
02.2011 - 12.2016
Partner / Co-Founder - CEDRO TECHNOLOGIES - ( EX CEDRO MARKET & FINANCE)
02.2004 - 02.2006
NYU - STERN SCHOOL OF BUSINESS - Master in Fintech,
FEDERAL UNIVERSITY OF UBERLANDIA - Bachelor of Computer Science,
FEDERAL UNIVERSITY OF UBERLANDIA - Bachelor of Economics,
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