Jonathan Francesco Barletta
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Jonathan Francesco Barletta Email & Phone Number

Head de renda variável | Head of equities and derivatives at Tauari Investimentos
Location: Sorocaba, São Paulo, Brazil 14 work roles 2 schools
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Head de renda variável | Head of equities and derivatives
Location
Sorocaba, São Paulo, Brazil
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Jonathan Francesco Barletta is listed as Head de renda variável | Head of equities and derivatives at Tauari Investimentos, a with 21 employees, based in Sorocaba, São Paulo, Brazil. AeroLeads shows a matched LinkedIn profile for Jonathan Francesco Barletta.

Jonathan Francesco Barletta previously worked as Head of Equities & Derivatives at Saron Investments and Sócio proprietário at Up Traders. Jonathan Francesco Barletta holds Master Of Business Administration - Mba, Finance And Controllership from Usp/Esalq.

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Tauari Investimentos

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Profile bio

About Jonathan Francesco Barletta

Creative and versatile with high logical thinking. Strong academic background in fields such as accounting, finance and management. Excellent communication skills. Five-year experience trading the stock market (stocks and futures contracts: Ibov Futures, Dollar, Nasdaq100, SP500, Russell2000). Advanced Excel (Dynamic charts, macros and dashboards)

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Tauari Investimentos
Tauari Investimentos
Head de renda variável | Head of equities and derivatives
State of São Paulo, Brazil
Employees
21
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14 roles

Jonathan Francesco Barletta work experience

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Head De Renda Variável | Head Of Equities And Derivatives

State Of São Paulo, Brazil

Head Of Equities & Derivatives

Current

São Paulo, Brasil

* Responsible for implementing the variable income securities sales and strategy in the investment firm with over 1.4 bi in AuC.* Technical and commercial training of advisors in variable income (Derivatives, NDF, Exchange, Commodities)* Expanded the range of products available. * Increased the number of trades in derivatives in 164% in 2023 leading to an 86% increase in revenue.* Presented growth 74% higher if compared to the whole firm (47,64% vs. 27,32) and a 44% increase in… Show more * Responsible for implementing the variable income securities sales and strategy in the investment firm with over 1.4 bi in AuC.* Technical and commercial training of advisors in variable income (Derivatives, NDF, Exchange, Commodities)* Expanded the range of products available. * Increased the number of trades in derivatives in 164% in 2023 leading to an 86% increase in revenue.* Presented growth 74% higher if compared to the whole firm (47,64% vs. 27,32) and a 44% increase in revenue. * Manage contracts with independent financial research offices to offer better research to our Financial Advisors and clients.* Meetings with high-net-worth individual (NHWi) to define variable income strategy according to suitability and economic scenario.* Weekly meetings with commercial leaders to define strategies.* 1st Head of variable income at XP to be invited to Investor Monday, a live weekly show aimed at the entire XP advisor network, to showcase the use of the new derivative platform to generate new investment strategies and businesses. Show less

Aug 2022 - Present

Sócio Proprietário

Up Traders was created to help traders achieve consistency in the finance market💹 both national and international 🌐🏦* Futures Contract (US Dólar, Ibov Indices, SP500 and Nasdaq100) and Brazilian Stocks trader;* Day trading and Swing Trading tutor;

Jul 2021 - Sep 2022

Broker - Variable Income

Sorocaba, São Paulo, Brasil

* Financial Advisor - variable income specialist;* Implemented Long&Short trades and track record;* Implemented Morning Call to advisors overviewing the most import economic news and scenarios; * Direct contact with the Bank trading desk to personalize products (derivatives, NDFs, Swap) according to clients demands/need;* Training Advisors on variable income / derivative products;* Meetings with investors to talk about macro/micro economic scenarios and investment… Show more * Financial Advisor - variable income specialist;* Implemented Long&Short trades and track record;* Implemented Morning Call to advisors overviewing the most import economic news and scenarios; * Direct contact with the Bank trading desk to personalize products (derivatives, NDFs, Swap) according to clients demands/need;* Training Advisors on variable income / derivative products;* Meetings with investors to talk about macro/micro economic scenarios and investment opportunities; * Meetings with assets and fund managers; Show less

Apr 2021 - Nov 2021

Day Trading Teacher

Sorocaba E Região, Brasil

* Day trade tutor for new traders:- daily live trading room with students: - USDBRL futures - Ibov indices futures - Brazilian stocks - Nasdaq100 futures - S&P500 futures* Students Relations:- Implemented student support/relations through Discord Channel with over 15k students.- Social media engagement;- Video classes- Q&A

Jun 2017 - Mar 2021

Day Trader

Sorocaba E Região, Brasil

Jan 2017 - Jun 2017

Self Employed

Johnny English

Sorocaba Area, Brazil

* Private English Teacher.* Translator of Academic Papers.* Consultant for an English Schools training teachers on Autonomous Learning Methodology.

Jan 2013 - Mar 2021

English Teacher

Colégio Objetivo Sorocaba

Sorocaba E Região, Brasil

Aug 2019 - Dec 2019

Junior Manager

Sorocaba, Sp

* Sales control based on statistical progression; * Financial reporting and analysis;* Inventory control;* People management.

Aug 2012 - Nov 2012

English Teacher

Sorocaba, Sp

Plan and lecture English classes!

Feb 2010 - Aug 2012

Barista

Captiva, Florida, United States

Took part in a program developed by the US government which allows university students from different parts of the world to spend their university break working in the States developing their communication, interpersonal and social skills while in contact with a different culture. I had the chance of working at Starbucks and perform different functions such as; drink preparation, cashier, manage the warehouse, opening and closing the café.

Dec 2011 - Mar 2012

English Teacher

First Idiomas Ltda

Sorocaba, São Paulo, Brazil

Plan and lecture English classes

Aug 2008 - Mar 2010

English Teacher

Domigues Comercio E Idomas - Wizard

Sorocaba, São Paulo, Brazil

Plan and lecture English Classes

Nov 2005 - Jul 2008

Assistente Administrativo

Eltron Comércio E Serviço De Equipamentos Eletrônicos Ltda

Health Care Center office assistant feeding government’s system with doctor’s procedures based on the International Statistical Classification of Diseases and Related Health Problems - ICD

Jun 2005 - Nov 2005
Team & coworkers

Colleagues at Tauari Investimentos

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2 education records

Jonathan Francesco Barletta education

Master Of Business Administration - Mba, Finance And Controllership

Evaluate economic scenarios and financial markets; Use applied quantitative methods; Understanding of IFRS and BRGAAP; Develop tax.

Bacharel Em Administração De Empresas

Uniesp - União As Universidades Do Estado De São Paulo
FAQ

Frequently asked questions about Jonathan Francesco Barletta

Quick answers generated from the profile data available on this page.

What company does Jonathan Francesco Barletta work for?

Jonathan Francesco Barletta works for Tauari Investimentos.

What is Jonathan Francesco Barletta's role at Tauari Investimentos?

Jonathan Francesco Barletta is listed as Head de renda variável | Head of equities and derivatives at Tauari Investimentos.

Where is Jonathan Francesco Barletta based?

Jonathan Francesco Barletta is based in Sorocaba, São Paulo, Brazil while working with Tauari Investimentos.

What companies has Jonathan Francesco Barletta worked for?

Jonathan Francesco Barletta has worked for Tauari Investimentos, Saron Investments, Up Traders, Cordier Investimentos | Btg Pactual, and Atom Traders.

Who are Jonathan Francesco Barletta's colleagues at Tauari Investimentos?

Jonathan Francesco Barletta's colleagues at Tauari Investimentos include Leonardo Conte Quartieri, Marcelo Almeida, Vinicius Palacios, Rudney Vicente De Araújo, Cfp®, and Caio Silva Da Rocha.

How can I contact Jonathan Francesco Barletta?

You can use AeroLeads to view verified contact signals for Jonathan Francesco Barletta at Tauari Investimentos, including work email, phone, and LinkedIn data when available.

What schools did Jonathan Francesco Barletta attend?

Jonathan Francesco Barletta holds Master Of Business Administration - Mba, Finance And Controllership from Usp/Esalq.

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