Responsible for structuring and providing wealth planning services at Suno Wealth, as well as technical support to related areas of the company. Leadership of the Elite Group, Grupo Suno's highest value and quality product. Development of improvements and greater focus on the customer, personalizing the experience, we reached the NPS of 92 in less than a year.The daily activities involved direct contact with clients, seeking to better their experience, as well as attracting new… Show more Responsible for structuring and providing wealth planning services at Suno Wealth, as well as technical support to related areas of the company. Leadership of the Elite Group, Grupo Suno's highest value and quality product. Development of improvements and greater focus on the customer, personalizing the experience, we reached the NPS of 92 in less than a year.The daily activities involved direct contact with clients, seeking to better their experience, as well as attracting new investments and directing them to specific wealth planning solutions. The internal routine of the team was linked to the contact of the CRM team and data management in the hubspot. Show less

Leader in the creation of investment funds for the asset management structure of Suno Wealth. Assistance in customer service and acquisition, both online and in presencial. Leader in the structuring of wealth planning services.

Leader and responsible for all content of financial education and investments for beginners produced by the investment analysis team of Suno Research.The actividies were based on creation of content, which were distributed for Suno Research paid subcribers and for free on social media. Suno Reseach is one of the most influencional channels on Instagram(@sunoresearch) and Youtube about finance in Brazil and I was involved on the core contents. While working in this position, I had to… Show more Leader and responsible for all content of financial education and investments for beginners produced by the investment analysis team of Suno Research.The actividies were based on creation of content, which were distributed for Suno Research paid subcribers and for free on social media. Suno Reseach is one of the most influencional channels on Instagram(@sunoresearch) and Youtube about finance in Brazil and I was involved on the core contents. While working in this position, I had to develop skill to understant social media algorithms and statics to improve results and understand what our public demanded. Show less

Suno Research is the largest investment analysis house accredited by APIMEC in Brazil, helping thousands of Brazilians to invest better with a focus on variable income for the long term. Its goal is the transformation of financial education in the country.I was an Investment Analyst responsible for all content related to investment funds and investments for beginners. The main activities carried out are research on investment funds and development of content for beginner investors, both… Show more Suno Research is the largest investment analysis house accredited by APIMEC in Brazil, helping thousands of Brazilians to invest better with a focus on variable income for the long term. Its goal is the transformation of financial education in the country.I was an Investment Analyst responsible for all content related to investment funds and investments for beginners. The main activities carried out are research on investment funds and development of content for beginner investors, both related to the financial organization and in the first investments in variable income. It also acts in the development of courses, lectures and consultancies, as well as in the assistance of the creation of new products.I led the subscriptions Suno Investment Funds, Suno Start and Suno One. Other activities developed are to support the areas of communication, content, products and business, and in the creation of content for social networks in various ways (written content, videos, participation in lives and evaluation of performance indicators of these contents). Show less

Development and monitoring of financial planning with individuals. Work developed in person and online, both by individualized consultancies and through lectures and courses.

Comusa is the municipality of Novo Hamburgo responsible for the sanitation service of the city and region. At the time the municipality treated on average 60 million liters of water per day, to supply 83,391 active economies, this being a company with more than 300 employees and annual revenue of approximately R $ 80 million.I was a statutory Director responsible for all the financial and administrative management of the municipality (Administrative-Financial Director).The main… Show more Comusa is the municipality of Novo Hamburgo responsible for the sanitation service of the city and region. At the time the municipality treated on average 60 million liters of water per day, to supply 83,391 active economies, this being a company with more than 300 employees and annual revenue of approximately R $ 80 million.I was a statutory Director responsible for all the financial and administrative management of the municipality (Administrative-Financial Director).The main activities developed were related to negotiations for settlement of historical debts of the company, execution of cost reduction projects and internal alignments to increase the productivity of the servers. Show less

The main activities consisted of the participation of a teaching internship program, as part of the master's and doctoral degree, in the chair of Financial Administration for undergraduate studies in administration at UFRGS. The course for which I taught had as its main subject the initial topics of finance. My activities were basically to teach (develop and teach classes), support students with questions and apply tests.

The main activities were related to technical guidance regarding the corporate financial management of the Sicredi system, including management of sources and allocations of funds, financial leverage, preparation of studies and analysis of economic and financial viability with the monitoring of the respective effects, to assist the structure of the guarantee funds, capital structures, strategic associations and other aspects related to the financial structure of Sicredi and monitoring and… Show more The main activities were related to technical guidance regarding the corporate financial management of the Sicredi system, including management of sources and allocations of funds, financial leverage, preparation of studies and analysis of economic and financial viability with the monitoring of the respective effects, to assist the structure of the guarantee funds, capital structures, strategic associations and other aspects related to the financial structure of Sicredi and monitoring and analysis of the performance of companies based in the Administrative Center of Sicredi.The main activities developed were the monitoring of the liquidity indicators of the cooperatives, assisting in their management on a daily basis. Support to the investment funds of the cooperatives and coordination of the development and monitoring of the performance indicators of all employees of the Sicredi System. Show less

Economic Studies Unit (UEE) – Economic AdvisoryConjuncture analysis nucleus.The main activities consisted of the design and analysis of economic studies of various sectors of industry and support the preparation of economic reports and presentations. Analysis of the regional, national and global economic conjuncture, through projections and macroeconomic and social indicators.