Experienced finance professional and entrepreneur with a strong background in leadership and entrepreneurship. Skilled in evaluating domestic and international macroeconomic scenarios, analyzing the risk-return of financial assets, and providing financial advisory services to clients and prospects. Proficient in portfolio analysis, investment funds, derivatives, credit, FX, and offshore products. Collaborative approach to client relationships, tailoring advice based on individual risk profiles. Extensive experience in offshore derivatives, trade support, asset management, and wealth management. In-depth knowledge of Latin America, USA, and Europe markets. Proven track record in cash balance management and implementing new systems for compliance. Adept at opening new investment markets and utilizing pricing models for complex structured OTC derivatives. Strong expertise in asset liability management, equities & futures, broker-dealer offshore operations, client relationship management, and wealth management.
Advanced knowledge of Office (Excel, VBA, Word, PowerPoint)., English for Business – ASU (Arizona State University) – 11/2012 until 04/2013., BTG Pactual trainee courses (Accounting, Brazilian Debt Markets, Brazilian Equity Markets, Private Equity Valuation, Financial Statement Analysis, Commodity market)., Financial and Risk Modeling – University of Pennsylvania (05/2019 - 07/2019).