Felipe Resende, Cfa, Mba Email and Phone Number
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Felipe Resende, Cfa, Mba personal email
Chartered Financial Analyst, Master in Business Administration, Computer scientist. A data-driven strategy and sales professional with 17 years of experience mostly in the financial sector. Developed new and existing key accounts and partnerships to drive B2B and B2C revenues. Managed cross-functional teams to integrate corporate strategy into the marketing plan resulting in increased market share. International experience and references. DISC: I (Influence)BELBIN preferred roles: Plant, Monitor Evaluator, Resource Investigator
Ápice Investimentos
View- Website:
- apiceinvestimentos.com.br
- Employees:
- 19
-
PartnerÁpice Investimentos Jul 2021 - PresentInvestment AdvisoryWealth PlanningPrivate Banking -
PartnerAcqua-Vero Investimentos Feb 2019 - Jun 2021Investment AdvisoryWealth PlanningPrivate Banking -
Expansion CoordinatorRaízen May 2015 - May 2018N, 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%. -
Territory ManagerRaízen May 2013 - May 2015Bahia, 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. -
Mba CandidateHult International Business School Aug 2011 - Jan 2013San 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. -
Innovation And Growth Strategy ConsultantPernod Ricard Apr 2012 - Jun 2012Shanghai, 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. -
Business Development AnalystItaú Unibanco Apr 2008 - Jan 2010Brazil• 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. -
Financial AssistantRede Bahia Mar 2007 - Mar 2008• 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.
Felipe Resende, Cfa, Mba Skills
Felipe Resende, Cfa, Mba Education Details
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Strategy -
Computer Science
Frequently Asked Questions about Felipe Resende, Cfa, Mba
What company does Felipe Resende, Cfa, Mba work for?
Felipe Resende, Cfa, Mba works for Ápice Investimentos
What is Felipe Resende, Cfa, Mba's role at the current company?
Felipe Resende, Cfa, Mba's current role is Partner at Ápice | XP Investimentos.
What is Felipe Resende, Cfa, Mba's email address?
Felipe Resende, Cfa, Mba's email address is fe****@****.com.br
What schools did Felipe Resende, Cfa, Mba attend?
Felipe Resende, Cfa, Mba attended Hult International Business School, Universidade Salvador.
What skills is Felipe Resende, Cfa, Mba known for?
Felipe Resende, Cfa, Mba has skills like Marketing Strategy, Strategy, Digital Marketing, Marketing Management, Business Development, Team Leadership, Negotiation, Cross Functional Team Leadership, Sales, Salesforce.com.
Who are Felipe Resende, Cfa, Mba's colleagues?
Felipe Resende, Cfa, Mba's colleagues are Eleonardo Leite, Helena Passos, Cfp®, Raphael Gêda, Simone Marinho Pereira, Cea, Saulo Brendo Alves De Jesus, Poliana Viana, Gabriel Sena.
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