Developing and communicating the UCEA Group investment strategy and policies, contributing to business strategy, managing and developing the investment team, supervising and overseeing the investment process, establishing processes to ensure investment policies are followed, and making decisions on asset allocation, selecting external managers and advisory board members, and risk management across portfolios.

Running a firm providing services to Big 4 auditors, the public sector, investment banks, major lawfirms, and Fortune 500 companies. We operate in a niche market, providing services to global companies who utilize our extensive know-how and experience to reduce the professional hours incurred by their senior management. Projects include Forensic Accounting, producing reports for the US Department of Justice regarding voluntary disclosure proceedings for a major Brazilian company. The investigation spanned ten years and assessed 11 million documents. It made significant risk management recommendations to improve corporate governance in the future.

The senior member of a team reporting the findings of EY’s technical teams in Brazil to overseasclients through detailed reports. The role carried significant responsibility, and required acute attention todetail, excellent team and time management, as well as very broad knowledge of all EY’s operations to accurately report conclusions on a wide variety of complex issues within deadlines. Promoted in 2013 having exceeded expectations and gained responsibility for training and reviewing the work of other EY professionals.

Directed corporate strategy, structuring large-scale ventures with foreign investors. Designed and executed strategic business development plans, structuring engagements and establishing chronologies.

Managed a team of in-country field researchers producing market research to support business decisions and planning at the senior level for major multinationals.

Compiled investment reports on Brazil across all sectors for multinational companies.