Felipe Resende, Cfa, Mba Email & Phone Number

Brazil

Investment AdvisoryWealth PlanningPrivate Banking

Investment AdvisoryWealth PlanningPrivate Banking

N, Ne Brazil

• Planned and executed the expansion plan for the convenience store franchise in all North and Northeast regions. Project management since contract negotiation up to the launch managing a pipeline of 100 new locations and a small team.• Increased store locations by 33% in 2015/16 and 25% in 2016/17.• Cultivated relationships with franchisees, suppliers and industries to accelerate project delivery. Reduced total project duration by 25%.

Bahia, Brazil

• Key account management for Shell network fuel retail business towards contract renewals and profitability increase. Responsible for routinely negotiate volume, pricing, and credit.• Owned 2nd largest national retail account by volume.• Consistently increased market share and Shell network through new business. In 2013, signed +20 new business and contract renewals.• Maintaned highest level of premium gasoline sales within largest gasoline client inside the Regional territory.• Ranked 1st place in national sales of Shell Evolux ARLA32(DEF) for two consecutive years.

San Francisco Bay Area

☆ Winner – International Marketing Plan: As project manager, I led a team of MBA candidates to develop the brand and integrate a marketing plan for the partner United Way of the Bay Area(only nonprofit on Forbes’ list of the world’s top 50 most valuable brands in 2010).See Recommendations session for references.

Shanghai, China

• Developed strategy to increase female consumption by 10 times in next 5 years.• Created and managed the execution of qualitative and quantitative marketing research with target population.• Identified innovation opportunities for business growth through brand development and marketing strategies.• Delivered a actionable business plan supported by in-depth analysis of trends, competitors, channels and potential for revenue and market share growth.

Brazil

• Received Sales Award and Customer Service Award in 2009. • Grew client base by 15% through recommendations and partnerships. • Consistently met 150% of sales quota goals for financial products including loans, insurances, retirement plans, credit cards, and investments. • Trained and motivated the sales team who then met their sales goals in 2009.

• Monitored financial indicators and created reports to facillitate control and track of accounts receivables and payables for the largest newspaper in state.• Updated and entered journals for sales revenues and other transactions into ERP system with accuracy, which accelerated reconciliation of accounts.

Mba, Strategy

San Francisco - Rotations in Shanghai and London

B.Sc., Computer Science