Pedro Cataldi Email & Phone Number

São Paulo, Sp, Br

Fort Lauderdale, Florida, United States

São Paulo, Brazil

Directly manage a portfolio of over $200,000 tailored to meet my parents' investment objectives, risk tolerance, and long-term financial goalsAchieved a consistent annual portfolio performance of 12% over the past three years, leveraging a diversified investment approach encompassing fixed income, equities and passive fundsGoal to outpace the Brazilian inflation benchmark (IPCA) for sustained wealth preservation and growthEmploy advanced financial analysis and strategic planning skills, utilizing proprietary Excel spreadsheets with VBA code for data gathering, investment tracking, and performance analysis

Assisted professor with orders, cataloging and transport of wine bottlesCoordinated with other TAs to organize end of semester’s open house event with over 100 guestsEngaged with students on a regular basis to answer course material’s questions during class time

Cincinnati, Ohio, United States

Actively participated in client acquisition efforts by conducting prospect research, assisting in the development of marketing materials, and client outreach initiativesInitiated business relationships with more than 200 prospect clients using CRM and succesfully brought two new clients during internshipCollaborated with partners to conduct client meetings, delivering comprehensive financial plans that addressed clients' financial needs across all life stagesUtilized planning software to facilitate client satisfaction and understanding through visual aid

Oxford, Ohio, United States

Achieved 3 titles in the MAC conference in 2021, 2022 and 2023Dedicated more than 20 hours each week to practice, strength and conditioning, video review, study tables, and travel for meets while maintaining full academic course loadFostered collaborative teamwork by actively engaging with teammates and coaches, aligning efforts toward individual and collective goals, resulting in the achievement of two personal university varsity recordsPursued challenges to continuously push physical limits, develop mental resilience, and showcase a determined attitude toward personal and team growth

São Paulo, Brazil

Placed 23rd at 2019 Junior Worlds Championship4 time consecutive national junior championRepresented the largest sports club in the Latin AmericaComitted to 23 hours of training per week while graduating highschool

Bachelor Of Arts - Ba, Economics

Activities and Societies: Varsity Swimming and Diving ; Miami University Economics Club; Student Assistant: BIO 244

Minor, Finance, General