Summary
Overview
Work History
Education
Skills
Activities
Hobbies and Interests
Languages
Timeline
Generic

MARILISA CUNHA CARDOSO

São Paulo,Brazil

Summary

Dynamic and results-driven executive with over 25 years of experience in executive leadership and strategic management within the financial industry and lately in exclusive high-profile client segment. Proven track record in driving growth, optimizing operations, and enhancing brand value through sales and innovative strategies and cross-functional collaboration. Expertise in scaling new businesses, improving supply chain efficiencies, and leveraging market insights to capitalize on emerging trends. A strong communicator with a passion for building high-performing teams and fostering a culture of excellence. Seeking to leverage my operational acumen and strategic vision to contribute to the success of my next challenge

Overview

31
31
years of professional experience

Work History

COO

FORTES D’ALOIA E GABRIEL
09.2020 - 08.2024
  • Responsible for overseeing operations at one of the largest contemporary art galleries in Latin America, organizing and coordinating administrative and financial areas, logistics, production, IT, HR, legal, inventory, and after-sales
  • Transformed underperforming company: Spearheaded strategic initiatives that shifted the organization from zero results to achieving 15% of net profit within 3 years

Commercial Partner

RAFTER INVESTIMENTOS ( Merged with M2C Consultoria Financeira)
01.2016 - 12.2021
  • Responsible for client acquisition and relationship management
  • Client growth achievement: Developed and executed targeted strategies that brought in 12 new clients, significantly diversifying the client base and strengthening long-term relationships

Founding Partner

M2C CONSULTORIA FINANCEIRA
06.2013 - 12.2016
  • Created and structured the financial and succession planning company, developing strategy and client relationships

Volunteer - Maternity Leave

Residencial Israelita Albert Einstein
01.2012 - 01.2015
  • Worked in the Beauty Salon, helping to restore the self-esteem of elderly residents

Founding Partner

MAUÁ INVESTIMENTOS (Company Split from Gávea Investimentos)
12.2005 - 01.2009
  • Responsible for the creation, structuring, and client acquisition of the commercial area in both domestic and international markets, as well as developing marketing strategy and client relationships
  • Developed and maintained relationships with over 250 institutional clients, including Family Offices, Fund of Funds, Private Banks, High-Net-Worth Individuals, and international clients

Responsible for Institutional Clients

GÁVEA INVESTIMENTOS
06.2003 - 11.2005
  • Joined the Gávea team from its inception, developing and overseeing relationships with local institutional clients
  • Created and developed all commercial materials for Gávea and its funds
  • Was responsible for communication and marketing strategy with local clients

Partner – CEO

COMPANHIA DE EDUCAÇÃO
11.2002 - 05.2003
  • Joined Companhia de Educação to structure the company's commercial and financial area
  • Developed and implemented a work plan focused on reallocating financial resources to meet expenses, accompanied by a marketing strategy focused on new products and redefining the company's visual identity

Responsible for Fund Distribution

ALLIANCE CAPITAL
01.2001 - 10.2002
  • Joined Alliance to assume and develop relationships with institutional clients in Brazil, Argentina, Uruguay, and Chile
  • These included Merrill Lynch, Prudential, Lehman Brothers, Bank Boston, Unibanco, and BBVA, among others
  • Organized various regional meetings, including Alliance's Annual Conference for Latin America

Sales Manager – Pension Plans

BBA Capital | CCF Brazil | AGF Braseg
01.1994 - 01.2001
  • Led nationwide sales initiatives for pension plans, driving growth and expanding market reach
  • Developed and implemented strategic sales strategies, resulting in increased client acquisition and revenue generation
  • Cultivated strong relationships with key stakeholders and consistently exceeded sales targets across diverse markets

Education

Master of Business Administration - Specialization in Finance

University of São Paulo (FEA-USP)
06.1997

Executive Program - Capital Asset Pricing Model

The Wharton School
06.1997

Bachelor's Degree - Specialization in Finance and Marketing

Fundação Getúlio Vargas (EAESP-FGV)
06.1993

Skills

  • Operations Management
  • Cross-functional Team Coordination
  • Data-driven decision-making
  • Organizational Development
  • Corporate Governance
  • Logistics Management
  • Process Improvement
  • Business Development
  • Strategic Planning
  • Financial Management
  • Planning and execution
  • Executive Leadership
  • Cost savings and reduction

Activities

  • Running
  • Spinning
  • Yoga
  • Skiing

Hobbies and Interests

  • Arts
  • Literature
  • Cinema
  • Classical Pianist - Certified by Conservatório Carlos Gomes

Languages

Portuguese
Native or Bilingual
English
Full Professional
French
Professional Working
Spanish
Professional Working

Timeline

COO

FORTES D’ALOIA E GABRIEL
09.2020 - 08.2024

Commercial Partner

RAFTER INVESTIMENTOS ( Merged with M2C Consultoria Financeira)
01.2016 - 12.2021

Founding Partner

M2C CONSULTORIA FINANCEIRA
06.2013 - 12.2016

Volunteer - Maternity Leave

Residencial Israelita Albert Einstein
01.2012 - 01.2015

Founding Partner

MAUÁ INVESTIMENTOS (Company Split from Gávea Investimentos)
12.2005 - 01.2009

Responsible for Institutional Clients

GÁVEA INVESTIMENTOS
06.2003 - 11.2005

Partner – CEO

COMPANHIA DE EDUCAÇÃO
11.2002 - 05.2003

Responsible for Fund Distribution

ALLIANCE CAPITAL
01.2001 - 10.2002

Sales Manager – Pension Plans

BBA Capital | CCF Brazil | AGF Braseg
01.1994 - 01.2001

Executive Program - Capital Asset Pricing Model

The Wharton School

Bachelor's Degree - Specialization in Finance and Marketing

Fundação Getúlio Vargas (EAESP-FGV)

Master of Business Administration - Specialization in Finance

University of São Paulo (FEA-USP)

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MARILISA CUNHA CARDOSO