Barbara Serra Email and Phone Number
With a decade-long career in finance and investor relations within the Banking Industry, I have cultivated a proven track record of fostering strong relationships with financial analysts and C-Suite executives, coupled with a deep understanding of financial markets and valuation.I am committed to enhancing stakeholder value, adeptly communicating with markets, and strengthening strategic decision-making. Over the years, I have consistently surpassed expectations in roles focusing on relationship management and business development.At Bradesco Bank, one of LATAM's largest banks, as an Investor Relations Manager, I successfully formulated and executed investor communication strategies. These efforts ensured transparent and timely dissemination of financial and strategic information to investors, analysts, and stakeholders.In 2022, I decided to embark on a significant new chapter in my journey by pursuing a Master's Degree in Finance at Knauss Business School.
Investment Placement Group
View- Website:
- investipg.com
- Employees:
- 47
-
Financial ComplianceInvestment Placement GroupSan Diego, Ca, Us -
Financial ProfessionalNorthwestern Mutual Jun 2024 - PresentSan Diego Metropolitan Area -
Niri MemberNiri: The Association For Investor Relations Apr 2024 - Present -
Investor Relations ManagerBradesco Bank Oct 2011 - Jul 2022• Develop and maintain relationships with high-net-worth individuals and Institutional investors• Managed a portfolio of 250+ investors, with more than 4000 attending investors meeting annually• Evaluate financial statements, company performance metrics, and industry trend• Collaborate closely with Executives and cross-functionally teams by providing detailed valuation• Increased investor engagement by 40% through targeted communication strategies, and regular investor outreach efforts• Recognized by the Institutional Investor as The Best IR Team in Latin America's Financial Services/Banking category in 2019 • Prepare financial, business, and market analyses including the preparation of management presentations and financial reports• Develop and maintain relationships with investors, analysts, and corporate access teams.• Prepare drafts of quarterly results statements, conference call scripts, Q&As, presentations and press releases.• Develop and execute key investor seminars, conferences, and road shows in Brazil and the USA.• Prepare, design, and update presentations and communications materials for investor and analyst meetings, as well as for internal stakeholders.• Prepare, develop, and manage the production of the Annual and Sustainability report.• Monitor analyst coverage and estimates as well as peer companies and the industry in general. Compare sell-side estimates with internal forecasts.• Manage the investor relations calendar to include investor and analyst activities.• Update investor relations information on our corporate website.• Work closely and effectively with the Corporate Affairs team to produce, and assist in the development and delivery of, key messages. -
Senior Financial AnalystB3 Jan 2009 - Jan 2011 -
Middle Office AnalystFiducia Asset Management Jan 2008 - Jan 2009 -
Investor Relations AssistantMz Group Aug 2006 - 2008
Barbara Serra Education Details
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Finance -
Economics
Frequently Asked Questions about Barbara Serra
What company does Barbara Serra work for?
Barbara Serra works for Investment Placement Group
What is Barbara Serra's role at the current company?
Barbara Serra's current role is Financial Compliance.
What schools did Barbara Serra attend?
Barbara Serra attended University Of San Diego - Knauss School Of Business, Universidade De São Paulo, Fundação Armando Alvares Penteado, Insper.
Who are Barbara Serra's colleagues?
Barbara Serra's colleagues are Gerardo Arizpe Aguirre, Rafael Benrey, Cfa, Caia, Carlos Martinez, Hector F Munguia, Juan Pablo Morfin, Eugene Bodden, Ariel Tacher.
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Barbara Serra
Dallas, Tx1faurecia.com -
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