Summary
Overview
Work History
Education
Skills
Additional Information
Businessexperience
Personal Information
Languages
Timeline
Generic

Luiz Gil Siuffo P. Neto

Miami,FL

Summary

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.

Overview

13
13
years of professional experience

Work History

CEO / CFO

BETTER SERVICE LLC
01.2023 - Current
  • Successfully managed projects exceeding $6 million in 2023/24 across Florida, California, and Arizona
  • Developed growth strategies and plans to drive company expansion
  • Led both office and field teams, consisting of 14 direct collaborators, to achieve targeted results
  • Directed seed money towards projects and investments, ensuring optimal returns for investors
  • Prospected and cultivated relationships with new clients and potential investors

Financial Advisor

BB ITAJU INVESTIMENT FUND
01.2021 - Current
  • Facilitated the structuring and investment of approximately 4.2 million USD in Brazilian infrastructure projects through collaborative efforts with shareholders
  • Spearheaded initiatives to identify and evaluate new investment opportunities across diverse markets, resulting in a 15% return from projects in the last 12 months

CFO/ Financial Advisor (Commercial)

BETTER SERVICE LLC
01.2022 - 12.2022
  • Developed economic forecasts and strategies to structure the company
  • Reviewed sales plans, aligning forecasts with sales plans, financial targets, and customer demand drivers
  • Attracted approximately $300K in investment within three months
  • Structured the financial part and prospect new clients

Daily Banker (Commercial)

BTG PACTUAL
04.2018 - 04.2019
  • Developed economic forecasts for Brazilian and international markets
  • Controlled clients' positions and executed orders in various markets
  • Built long-term client relationships and advised according to risk profile
  • Identified investment opportunities in Brazilian and international markets
  • Advised clients to raise money for promising national and international projects
  • Assisted large companies and clients in long-term investment planning

Co-Founder & CFO

Avaliei App
01.2013 - 12.2018
  • Company Overview: Avalie App was a mobile application designed for interactive evaluations of commercial businesses, including hotels and restaurants
  • Responsibilities included managing the company's cash flow
  • Orchestrating the first roadshow to attract new investors for the startup
  • Overseeing customer relations
  • Avalie App was a mobile application designed for interactive evaluations of commercial businesses, including hotels and restaurants

Financial Coordinator – Fixed Income Department

BTG PACTUAL
06.2016 - 04.2018
  • Managed 4 analysts in 4 functional departments
  • Implemented new fixed income products
  • Analyzed statistical data for optimal inventory levels
  • Controlled cash flow of investment funds (Approx
  • $1.5 billion)

Financial Coordinator – Derivatives Contracts Offshore

BTG PACTUAL
06.2015 - 06.2016
  • Managed 3 analysts in 3 functional departments
  • Maintained relationships with counterparties, brokers, clearings, and regulators
  • Structured new products in new markets
  • Controlled cash balances of all international proprietary accounts (Approx
  • $70 million)
  • Managed cost of the international derivatives department

Senior Analyst – Derivatives Contracts Offshore

BTG PACTUAL
10.2014 - 06.2015
  • Controlled commodity futures contract operations in the international market
  • Decreased settlement costs by 25% through the implementation of a new automated system
  • Managed and influenced negotiations with 15+ international partners

Trainee Program

BTG PACTUAL
02.2014 - 10.2014
  • Rotations in Finance, Operations (Equities & Futures, Broker Dealer Offshore), and Derivatives with training under the leadership of the bank
  • Participated in a program with over 6,000 candidates, where 30 were selected, and ultimately, 10 successfully completed the program and were hired

Junior Analyst

ICAP
07.2012 - 09.2013
  • Consolidated and sent monthly results to the headquarters in NY
  • Managed equity operations for international clients in the Brazilian market
  • Implemented an investment allocation system (VBA)
  • Handled relationships with external auditors

Junior Broker

XP Investments
03.2012 - 07.2012
  • Built long-term client relationships
  • Executed equity operations in the Brazilian market
  • Analyzed the oil and gas sector for investment opportunities

Summer Internship

GlaxoSmithKline
12.2011 - 03.2012
  • Assisted in controlling the annual budget
  • Developed automated spreadsheets for accounting consolidation
  • Helped manage inventory for the pharmaceutical product line

Education

Bachelor of Science - Economics

Ibmec - RJ
Rio De Janeiro
01.2013

Business And Financial Modeling - Banking And Finance

University of Pennsylvania
Pennsylvania
07.2019

Design Thinking For Innovation -

University of Virginia
Charlottesville, VA
07.2019

English For Business -

Arizona State University
Phoenix, AZ
03.2013

Skills

  • Effective decision making
  • Operational excellence
  • Customer focus
  • Strategic visioning
  • Crisis management
  • Global perspective
  • Executive presence
  • Mergers and acquisitions
  • Negotiation
  • Leadership and people development
  • New business development
  • Risk management

Additional Information

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).

Businessexperience

  • BETTER SERVICE LLC, CEO / CFO, Current, Successfully managed projects exceeding $6 million in 2023/24 across Florida, California, and Arizona., Developed growth strategies and plans to drive company expansion., Led both office and field teams, consisting of 14 direct collaborators, to achieve targeted results., Directed seed money towards projects and investments, ensuring optimal returns for investors., Prospected and cultivated relationships with new clients and potential investors.
  • BB ITAJU INVESTIMENT FUND, Financial Advisor, 2021, Current, Facilitated the structuring and investment of approximately 4.2 million USD in Brazilian infrastructure projects through collaborative efforts with shareholders., Spearheaded initiatives to identify and evaluate new investment opportunities across diverse markets, resulting in a 15% return from projects in the last 12 months.
  • BETTER SERVICE LLC, CFO/ Financial Advisor (Commercial), 2022, 2022, Developed economic forecasts and strategies to structure the company., Reviewed sales plans, aligning forecasts with sales plans, financial targets, and customer demand drivers., Attracted approximately $300K in investment within three months., Structured the financial part and prospect new clients.
  • BTG PACTUAL, Daily Banker (Commercial), 04/2018, 04/2019, Developed economic forecasts for Brazilian and international markets., Controlled clients' positions and executed orders in various markets., Built long-term client relationships and advised according to risk profile., Identified investment opportunities in Brazilian and international markets., Advised clients to raise money for promising national and international projects., Assisted large companies and clients in long-term investment planning.
  • BTG PACTUAL, Financial Coordinator – Fixed Income Department, 06/2016, 04/2018, Managed 4 analysts in 4 functional departments., Implemented new fixed income products., Analyzed statistical data for optimal inventory levels., Controlled cash flow of investment funds (Approx. $1.5 billion).
  • BTG PACTUAL, Financial Coordinator – Derivatives Contracts Offshore, 06/2015, 06/2016, Managed 3 analysts in 3 functional departments., Maintained relationships with counterparties, brokers, clearings, and regulators., Structured new products in new markets., Controlled cash balances of all international proprietary accounts (Approx. $70 million)., Managed cost of the international derivatives department.
  • BTG PACTUAL, Senior Analyst – Derivatives Contracts Offshore, 10/2014, 06/2015, Controlled commodity futures contract operations in the international market., Decreased settlement costs by 25% through the implementation of a new automated system., Managed and influenced negotiations with 15+ international partners.
  • BTG PACTUAL, Trainee Program, 02/2014, 10/2014, Rotations in Finance, Operations (Equities & Futures, Broker Dealer Offshore), and Derivatives with training under the leadership of the bank., Participated in a program with over 6,000 candidates, where 30 were selected, and ultimately, 10 successfully completed the program and were hired.
  • Avaliei App, Co-Founder & CFO, 2013, 2018, Managed the company's cash flow., Orchestrated the first roadshow to attract new investors for the startup., Oversaw customer relations.
  • ICAP, Junior Analyst, 07/2012, 09/2013, Consolidated and sent monthly results to the headquarters in NY., Managed equity operations for international clients in the Brazilian market., Implemented an investment allocation system (VBA)., Handled relationships with external auditors.
  • XP Investments, Junior Broker, 03/2012, 07/2012, Built long-term client relationships., Executed equity operations in the Brazilian market., Analyzed the oil and gas sector for investment opportunities.
  • GlaxoSmithKline, Summer Internship, 12/2011, 03/2012, Assisted in controlling the annual budget., Developed automated spreadsheets for accounting consolidation., Helped manage inventory for the pharmaceutical product line.

Personal Information

  • Age: 35
  • Marital Status: Single

Languages

Portuguese
Native or Bilingual
English
Native or Bilingual
Spanish
Professional Working

Timeline

CEO / CFO

BETTER SERVICE LLC
01.2023 - Current

CFO/ Financial Advisor (Commercial)

BETTER SERVICE LLC
01.2022 - 12.2022

Financial Advisor

BB ITAJU INVESTIMENT FUND
01.2021 - Current

Daily Banker (Commercial)

BTG PACTUAL
04.2018 - 04.2019

Financial Coordinator – Fixed Income Department

BTG PACTUAL
06.2016 - 04.2018

Financial Coordinator – Derivatives Contracts Offshore

BTG PACTUAL
06.2015 - 06.2016

Senior Analyst – Derivatives Contracts Offshore

BTG PACTUAL
10.2014 - 06.2015

Trainee Program

BTG PACTUAL
02.2014 - 10.2014

Co-Founder & CFO

Avaliei App
01.2013 - 12.2018

Junior Analyst

ICAP
07.2012 - 09.2013

Junior Broker

XP Investments
03.2012 - 07.2012

Summer Internship

GlaxoSmithKline
12.2011 - 03.2012

Design Thinking For Innovation -

University of Virginia

Bachelor of Science - Economics

Ibmec - RJ

Business And Financial Modeling - Banking And Finance

University of Pennsylvania

English For Business -

Arizona State University
Luiz Gil Siuffo P. Neto