Felipe Santos Borges Email & Phone Number

Charlotte, Nc, Us

Charlotte, Nc, Us

Charlotte, Nc, Us

As a Graduate Assistant for the Marketing Department at UNC Charlotte, I collaborate closely with a professor on a large-scale sentiment analysis project using a custom-trained large language model. This project focuses on restaurant reviews, and my contributions include improving model accuracy, optimizing data preprocessing, and interpreting insights that provide valuable feedback for businesses. I also take on teaching assistant duties, leading classroom discussions, mentoring students, and offering academic support on complex marketing and data analytics topics. Through these responsibilities, I’ve honed my leadership, problem-solving, and mentoring skills, balancing academic rigor with practical applications.

Vitória, Es, Br

As a Financial Advisor at Valor Investimentos, I grew assets under management from $3 million to $14 million over two years by providing personalized investment strategies to high-net-worth clients. Using economic forecasts and market trends, I advised clients on how to best allocate their assets, ensuring their long-term financial goals were met. I managed over 90 client portfolios, leveraging Salesforce CRM to track performance and optimize efficiency, achieving a 97% client retention rate and consistently high Net Promoter Scores. My expertise in building relationships, delivering high-quality financial advice, and consistently exceeding performance goals has been pivotal in my role.

In my role as Real Estate Operations Manager at FNS LLC, I manage the financial performance of properties under the Section 8 program by analyzing key variables such as mortgage rates, property management costs, and taxes to ensure profitability. I’ve delivered data-driven presentations to investors, securing commitments by presenting financial data in a clear and persuasive manner. Additionally, I conduct extensive market research to identify high-demand regions, allowing for informed strategic investments and portfolio growth. My ability to manage risk assessments, collaborate with legal and accounting teams, and optimize investment strategies has significantly contributed to the company’s success.

Winter Park, Fl, Us

As Vice President of the Rollins College Investment Club, I led presentations on financial markets and investment strategies, drawing in over 60 active members from diverse backgrounds. I fostered a collaborative and inclusive environment that encouraged students of all experience levels to engage in financial discussions. I worked closely with professors and local financial experts to bring in guest speakers and provide valuable networking opportunities for club members. My leadership helped position the club as a central hub for financial education, and I regularly guided members through complex investment concepts and strategies.

Winter Park, Fl, Us

In my role as a Business Department Tutor at Rollins College, I supported students in mastering complex statistical concepts and their practical applications within the fields of business and economics. I collaborated with professors to identify student challenges and designed tailored strategies that improved student comprehension. Through one-on-one tutoring sessions and group workshops, I developed students’ problem-solving skills, fostering a deeper understanding of data analytics, statistical methods, and their real-world applications.

São Paulo, São Paulo, Br

Master Of Business Administration - Mba, Business Administration And Management, General

Bachelor'S Degree, International Business