Joel Machado Email & Phone Number

New York, NY, US

Everysk Technologies is a Fintech providing an unprecedented level of automation to investment funds of all sizes and complexity. With Everysk’s expertise and technology, fund managers and allocators can instantly establish robust investment processes through a digital workforce - giving them the same sophisticated, automated portfolio monitoring tools.

NEW YORK, NY, US

• Reporting to the Group CEO, collaborated to implement a new global strategy and KPIs resulting in a successful M&A event between two major Private Equity firms.
• Led a multi-disciplinary team in 6 countries, building a successful franchise that after only two years became responsible for 17% of the Group Net Profit.
• Drove execution excellence on Professional Services, growing at an average rate of 19% Quarterly with the largest margins and utilization rate globally.
• Designed the strategy, negotiated the budget, and performed the highest EBITDA margin in the group.
• Growth on Sales Highlights: 35% CAGR Revenue for four years, delivering seven times the number of unique clients in the region.
• Opened offices and managed the entire operation in Mexico, Colombia, and Brazil.

New York, NY, US

• Developed the Market Data Business in Latin America, coordinating the collaboration and support from BGC and GFI regional offices.
• Negotiated potential acquisitions and potential new ventures in the Data Industry.
• Spearheaded all Sales Effort in the region, comprised of Market Data and Fenics professional application.

Chicago, IL, US

• Designed and Executed Sales Strategy in Latin America, achieving a Sales Growth of 1100% in the first year
• Managing a Lean Sales Team, established EBS Brokertec solutions in a prime position in Mexico, Chile, Colombia and Peru
• Implemented Business Planning and Sales Execution Discipline, cloned later in other regions, covering Prospects consisted of Central Banks, Banks, Brokers, Hedge Funds, Pensions Funds and Sovereign Wealth Funds
• Envisioned and negotiated Special Projects on FI (Mexico) and Local Currency FX on all targeted countries involving diverse partnerships with Exchanges and Central Banks

Palo Alto, California, US

• Responsible for the strategic planning and Sales of Integral FX solutions in Latin America, effectively achieving an important Market Share in Mexico, Brazil, Chile and Colombia
• Hired, trained and managed a team of Account Managers and Solutions Specialists
• Designed the project of opening and managing the future Sao Paulo Office, coordinating all Latin America business.

New York, NY, US

- Responsible for the strategic planning of FXGO in Latin America, driving Sell Side participation for the thirty largest banks in the region- Oversaw the product development within the company along with peers in New York and London to best accomplish the Sales goals- Improved the usage of the FX Trading platforms in Central Banks, Banks, Pension Funds.

New York, NY, US

- Negotiated Integration and Data Acquisition with Exchanges in Chile, Peru and Colombia- Improved OTC pricing coverage on all asset classes, with focus in Brazil, Chile and Peru- Created an exclusive Brazilian Corporate Debt Portal - Acquired content of the first Equity Brazilian Independent Research House

Osasco, São Paulo, BR

- Managed all trading activities on the Offshore Trading Desk;- Centralized the market making activities for external and internal clients- Provided live pricing pages on Bloomberg and Reuters for offshore debt, and on CetipNet and Bovespa Fix for domestic corporate debt- Assisted on the creation of the first contractual market making agreement for local.

BR

- Implemented the area, recruited and managed a team for the Offshore Trading Desk- Developed a proprietary Client Portfolio Analysis System for the Wealth Management team- Managed a wide investment portfolio consisted of Fixed Income, FX and Equities on four hard currencies- Developed a proprietary Market Risk Software with in collaboration with IT

BR

- Proprietary IR and FX Derivatives Trader- Domestic Sovereign Bonds Trader- Responsible for cash management of local and foreign currencies- Pricing for all local currency interest rate products sold by commercial platform

Bachelor, Business

Postgraduate Degree, Data Science & Analytics

Leadership & Innovation

Executive Mba (Non Degree), Finance

Diriger Une Entreprise, Une Approche Innovatrice

Bba Global Business Program