Summary
Overview
Work History
Education
Skills
Timeline
Generic

Bernardo Penido

Miami

Summary

Results-driven professional with experience in portfolio management, risk assessment, and client relationship building. Proven ability to execute trading strategies that maximize returns while minimizing risks.

Overview

5
5
years of professional experience

Work History

Senior Daily Banker

BTG Pactual
MIAMI
10.2021 - Current
  • Assessed client portfolios worth $400MM AUM across 300+ accounts, identifying optimal trading opportunities.
    Analyzed and implemented offshore mutual funds, structured notes, and alternative products from top asset managers.
    Managed lending opportunities by evaluating risks for leverage and non-purpose loan accounts.
    Presented detailed reports on over-leveraged accounts to senior committee for informed decision-making.
    Executed daily options trading strategies to maximize returns while minimizing risks.
    Updated bond lists with current prices, yields, and maturities for client offerings.

Senior Financial Analyst

Avenue Securities LLC
MIAMI
05.2021 - 10.2021
  • • Provided customer service for a broker-dealer with $2B AUM, deepening capital markets expertise by passing 4 FINRA exams.
    • Enhanced wealth management and sales skills through portfolio allocation and client meetings; supported Softbank’s investment in the broker-dealer.
    • Implemented diverse products, including mutual funds, crypto products, and structured notes.

Sales Operations Analyst

Fortinet
MIAMI
03.2020 - 05.2021
  • • Collaborated with the renewed LATAM sales team, focusing on firewall products and supporting a program for recent graduates to learn the business and company culture.
    • Demonstrated proficiency in Excel, CRM platforms, and company forecasting tools.

Education

BBA - Business Administration

University of Miami
Miami, FL
05-2020

Skills

  • Education and Skills
    GPA 351 - Cum Laude Honors
    Database Management, Business Analytics, C Programming
    Portuguese (fluent), Spanish (intermediate), English (fluent)
    Certifications: SIE, Series 7, Series 63, Series 66
    CFP Enrolled
    American Citizen

Timeline

Senior Daily Banker

BTG Pactual
10.2021 - Current

Senior Financial Analyst

Avenue Securities LLC
05.2021 - 10.2021

Sales Operations Analyst

Fortinet
03.2020 - 05.2021

BBA - Business Administration

University of Miami

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