▻ Grew assets under custody from BRL 300 million to 1.5 billion, in under 4 years;▻ Achieved a sixfold increase in revenue and tenfold increase in net profit through cross-selling strategies;▻ Overseeing all company divisions including financial advisory, marketing, HR, finance, legal, compliance, customer success, trainee programs, and helpdesk;▻ Led teams in implementing systems such as PipeDrive, SalesForce, Zendesk, Octadesk, automated telephony, and 0800 service;▻ Ensured compliance with LGPD (Brazilian General Data Protection Law No. 13709/2018);▻ Focused on process automation, including contract and lead flow automation, and AI integration;▻ Established a data warehouse, created dashboards in Google Looker Studio and Power BI;▻ Developed predictive models for revenue, client acquisition, churn, and NPS;▻ Responsible for comprehensive data measurement and analysis across the company;▻ Collaborated in developing the company's career and partnership plan;

As a reward for achieving client acquisition targets through company-wide changes implemented by my team, I was promoted to a partner position, joining the ranks of the other two founding partners in the company's ownership structure.

▻ Secured BRL 25 million in investments within the first four months;▻ Transitioned to a leadership role, managing a team of seven advisors;▻ Mentored the original seven advisors to become leaders themselves;▻ Expanded the team under my leadership to a total of 60 advisors;▻ Assets under management grew from BRL 17 million to 1 billion.

▻ Managed a BRL 70 million portfolio with efficiency and strategic foresight.▻ Trained two Junior Advisors and two Sales Development Representatives (SDRs), fostering a collaborative team environment.▻ Shared best practices and techniques within the team to enhance overall performance.▻ Led the company in client acquisition and revenue generation through proactive and innovative strategies.▻ Maintained a Net Promoter Score (NPS) above 95, reflecting high levels of client satisfaction and trust

▻ Managed a portfolio of approximately 100 clients, holding assets worth BRL 15 million as a Junior Financial Advisor;▻ Gained comprehensive understanding of investment platform operations, specifically with XP Investimentos, a leading broker-dealer in Brazil;▻ Faced the challenge of attracting investors in a market dominated by traditional banks, especially with XP Investimentos being initially met with skepticism;▻ Successfully doubled the managed portfolio to BRL 30 million in a relatively short time frame;▻ Achieved growth through attending meetings organized by Sales Development Representatives (SDRs), enhancing client relationships, and acquiring referrals;▻ Ensured high levels of client satisfaction, reflected in a personal Net Promoter Score (NPS) consistently exceeding 95;▻ Delivered significant returns for clients, fostering their trust and loyalty towards the services provided by XP Investimentos.

▻ Excelled as an SDR by actively generating leads, especially through the blog's social networks, in addition to receiving them passively;▻ Instrumental in attracting high net worth private clients, aligning with the key demographic for our services;▻ Demonstrated proficiency in lead conversion by successfully scheduling meetings for five financial advisors;▻ Served effectively as a gatekeeper for clients not meeting the investment minimum, directing them respectfully to alternative options;▻ Adopted a considerate approach towards potential clients, resulting in many returning as qualified clients upon meeting investment thresholds.

▻ Served as the only Marketing Analyst with a Financial Advisor background, enriching the team with specialized investment knowledge;▻ Tasked with revising investment-focused articles, social media posts, and marketing campaigns to ensure their accuracy and relevance;▻ Authored over 200 blog articles, utilizing my expertise to provide in-depth analysis of company balance sheets;▻ Led the charge in SEO optimization and effective landing page development;▻ Produced over 400 podcast episodes, contributing significantly to content creation;▻ Drove our YouTube channel's growth from 35,000 to over 100,000 subscribers, with a video idea that became the channel's most viewed;▻ Played a strategic role in securing over BRL 3 billion in capital for the company;▻ Managed a substantial monthly paid traffic budget of over BRL 600,000, focusing on maximizing return on investment.

▻ Led the development, filming, editing, and marketing of investment courses as a Marketing Analyst;▻ Worked in close collaboration with the marketing and sales departments;▻ Successfully created and launched four comprehensive investment courses;▻ Produced over 50 videos, demonstrating a blend of analytical and creative skills;▻ Achieved this significant milestone in less than two years, showcasing efficient project management and teamwork.