As CEO and Co-Founder at Zupera, I’m leading a dynamic team focused on revolutionizing how people access and optimize financial products. Our platform empowers users to make informed financial decisions, helping them achieve their goals while saving on spends.Key Responsibilities:- Strategic Leadership: Defining and driving the overall vision and direction of the company.- Product Development: Overseeing the creation of a user-friendly platform that shows various financial products to help users make smarter decisions.- Team Management: Building and leading a high-performing team to execute on our mission.- Market Growth: Expanding our platform reach and building strategic partnerships to enhance user value.Our goal is to simplify the financial decision-making process.

- Preparing risk analyses and financial, investment, and asset management reports.- Creating, organizing, and managing the holding portfolio.- Monitoring asset performance and recommending corrective measures.- Developing strategies (including International Tax Planning) to increase ROI and minimize risk factors and losses.- Researching relevant markets and identifying trends and patterns.- Liaising and negotiating with fund analysts, property managers, attorneys, auditors, etc.

At Planeta Invest, I led the development of an Investment Comparison Engine, gaining hands-on experience in startup operations, from strategy to execution. During this period, I learned the complexities of building a business, fostering innovation, and leading a diverse team in a fast-paced environment.Key Learnings:- Developed and executed business strategies focused on growth and innovation.- Designed financial products and services tailored to user needs.- Led a cross-functional team, promoting a culture of collaboration.- Built industry partnerships and developed marketing strategies.- Managed financial operations, ensuring stability and sustainable growth.Although the company has closed, this experience deepened my understanding of startup dynamics.

- Managing communication between top management, board and investors;- Identifying new investors, establishing connection with bank analysts; - Financial data analysis and modeling – valuation;- Organization of the shareholders’ meeting, company performance presentations, annual/quarterly earnings release reports, press releases, Investor day, investors events, conference and calls;- Participation in the integration of the acquired company: synergy, new business opportunities, cultural and financial integration;- Responsible for presentations and organization of material for the rating qualifier (Fitch);- Management of 1 direct report (investor relation analyst) .ACHIEVEMENTS: Stock price increased by +20% (03/2018 –09/2019) partly as a result of the implementation of a more transparent and relevant communication strategy which has allowed for enlarging of the investor base.

- Financial Analyses, debts and market cap;- Writing quarterly earnings release, company reference form, developing presentations, company valuation and strategic planning for malls;- Making daily conference call/meetings with research bank analysts and investors;- Competitors comparison guide: raise strengths, weakness, opportunities and threats to guide strategic planning of operational, marketing, sales mix and commercial areas;- Strategic Planning: data gathering, scenarios evaluation, final plan presentation and approval with top management;- Management of 1 direct report (junior analyst).ACHIEVEMENTS: Creation of fundamentals spreadsheet (historical consolidated financial and operational results since 2010), internal company valuation and competitors’ comparison guide (strengths, weakness, opportunities).

- Consulting and audit in Financial Services area;- Legal/accounting advice services (such as corporate reorganizations, tax planning, tax assessments and due diligences);- International tax planning.ACHIEVEMENTS: In charge of the implementation of FATCA regulations in Brazil for national and international banks.

- Legal processes elaboration, search doctrines and jurisprudence, which served as foundation for the petitions, as well as organization and update the legal processes status.ACHIEVEMENTS: Supporting 3 lawyers in more than 10 different complex cases.

- Internal legal processes, including different legal areas, such as civil, commercial and banking rules. ACHIEVEMENTS: Organization and update of more than 500 processes under my daily responsibility.