Felipe Balestrin Email and Phone Number
I am a Mechanical Engineer bridging the gap between Quality Management, Financial Analysis, and Risk Management. My interest in investments predates my engineering career, having started in the stock market in 2007. I have also delved into accounting and law, embarked on ventures across various sectors, and honed the ability to undestend complex operations and explain risk and investment through simple, practical examples.At Investidor Imobiliario, I played a role in establishing a sales engine business model that generated over 20 million in sales in its first year. Involved from business model development and funding to financial reporting and investor board meetings.As a Risk Manager at STRM, I developed some of music catalog analysis tools for receivables anticipation and collaborated with the big data team for the inclusion of those tools on their online platform. I conducted over 130 analyses, accounting for more than 10 million Reais.In the financial market, we crafted a technology stock analysis methodology, connecting Venture Capital analysis tools with Equity Research. As a partner and investment committee member, the Newton Tech Fund achieved a 20% performance in dollar terms.Currently, my focus is on deepening the integration of data with investment and risk management through artificial intelligence tools, targeting both task automation and data analysis for improved decision-making.Beyond technical proficiency, I value clear and empathetic communication, backed by extensive experience in giving and receiving feedback, including specialized training in Professional Interpersonal Communication. I have developed the skill to identify opportunities in complex scenarios and articulate them plainly and clearly. I believe in involving everyone in the problem-solving and business development process.I am open to discussions and ready to apply data analysis and risk management to businesses and investments. Feel free to contact me via email or WhatsApp.Keywords: Financial Analysis | Investment Analysis | Investor Reporting | Financial and Economic Modeling | Customer Service | Macroeconomics and Exchange Rates | AI for Investments | Artificial Intelligence in Management | Project Management | Income Statement | ContaAzul | XERO | QuickBooks | Excel and PowerPoint | Financial Statements | Accounts Payable | Accounts Receivable | Machine Learning in Finance | Corporate Governance | Compliance and Financial Regulation | Business Intelligence | Fintech and Financial Innovation
Commodities And Currencies
View- Website:
- cmegroup.com
- Employees:
- 3637
-
Currency And Commodity TraderCommodities And Currencies Dec 2018 - PresentFlorianópolis, Santa Catarina, Brasil• Started in the financial market at the age of 16. He works as a commodities and currency trader, having operated through crises such as those of 2008, 2013, and 2020.• He was a standout student at Laatus in-person in São Paulo during the 2020 United States elections and throughout Covid.• Began investing in crypto market investor in 2018. -
Financial AnalystO Investidor Imobiliário Jan 2023 - Sep 2023Investidor Imobiliário was an information platform that provided tools and a mindset for real estate investors to make their decisions safely and with financial return.• Elaborated the Business Plan and financial projection that guaranteed the seed round for this sales machine, which sold $20M in its first year. • Created the career plan for real estate agents, as well as managed accounts payable, accounts receivable, invoicing and tax planning.• Managed the investment committee monthly meetings and the financial report to the investors. -
Risk ManagerStrm May 2022 - Dec 2022• Conducted risk analysis on music catalogs for a receivable anticipation operation. Completed over 130 analyses, totaling more than 10 million Brazilian reais in anticipation proposals presented to the investment committee.• Developed parameters and tools to analyze music assets, identifying concentration risks, typical behaviors by music genre, projected revenue volatility, and catalog valuation.• Together with the development team, implemented the proprietary tools into the online STRM platform.• Worked directly with the CEO during presentations that required technical financial knowledge - both with investment funds and with prominent artists. -
Franchise InvestorSchool Of Rock Brasil Sep 2019 - Oct 2022Florianópolis E Região, Brasil• Invested and managed a music school franchise with more than 200 students’ peak.• Sold in 2022. -
Partner And Equity Investment Committee MemberCatarina Capital Feb 2020 - Mar 2022Florianópolis, Santa Catarina, BrasilNewton Tech Fund is a fundamentalist stock fund focused on global tech companies. Newton combines traditional equity research and venture capital criteria for a more in-depth analysis of VC-backed companies for its portfolio allocations.• Created the methodology for investment analysis and decision-making.• Weekly meetings for the investment committee to review performance, discuss market trends, and adjust investment strategies as necessary.• Covered a range of business models focused on human relationships within sectors such as social media and travel. Notable companies in our portfolio include META, PINS, SNAP, DOCU, ABNB, among others.• Analyzed the relationship between cryptocurrencies and our portfolio to understand the impact and potential opportunities and risks. -
EntrepreneurOssia Centro Musical Jan 2013 - Jun 2019Florianópolis E Região, BrasilI began my career as an entrepreneur in the creative economy with a focus on the music industry. This venture served as an excellent platform to apply my knowledge in real-time and fueled my drive for further education. The skills I developed during this period have assisted me in various roles throughout my life.Together, we:Developed a system that integrates various software solutions, including inbound marketing, a YouTube channel, and a blog, linked to a CRM, financial and accounting systems, and a billing system.Trained a sales team, designed and implemented a sales script (utilizing the Straightline Persuasion System by Jordan Belfort), and developed innovative courses in composition and audio production.Participated in the Florianópolis technology and innovation ecosystem as a member of ACATE (Santa Catarina's Technology Association).Produced over 100 phonograms, including a two-year project with Sanrio Latam (owners of Hello Kitty), recording artists from Brazil, Chile, and Mexico, achieving over 9 million views on YouTube. (see link below)Contributed to the development of the Creative Economy Industry in our home state through FIESC (Santa Catarina's Industry Federation) in a movement known as Strategic Routes for Creative Economy. I played an active role in representing the music sector.Attracted more than 500 local students, in addition to hundreds of online purchasers of our digital courses, amassing over 80,000 subscribers on our channel and blog, with nearly 5 million views in total.
Felipe Balestrin Education Details
-
Engenharia Mecânica
Frequently Asked Questions about Felipe Balestrin
What company does Felipe Balestrin work for?
Felipe Balestrin works for Commodities And Currencies
What is Felipe Balestrin's role at the current company?
Felipe Balestrin's current role is F&PA | Financial Planning | Bookkeeping | Financial Analysis | Financial Report | Accounting and Financial Record.
What schools did Felipe Balestrin attend?
Felipe Balestrin attended Universidade Federal De Santa Catarina.
Who are Felipe Balestrin's colleagues?
Felipe Balestrin's colleagues are Sunny Hong, Preeti Agarwal, Mike Sundermeier, Jihed Ziadi, Evan Peterson, Someshkumar Matam, Joseph Stout.
Not the Felipe Balestrin you were looking for?
-
Felipe Balestrin
São Paulo, Sp -
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial