João Paschoa Email and Phone Number
Economist, with good humor, kind, aggregative, resilient, communicative, specialized in Marketing with over 20 years of experience in the financial market in National and International Banks and Asset Management. Large experience in the commercial area, performing prospection and administration of asset portfolios.Solid experience in the elaboration and proposition of estate planning, analyzing and restructuring liabilities and interpreting market trends, positioning the portfolio of current and future products, aiming to ensure effective management of products and their profitability, elaborating legal vehicles to increase asset protection in different jurisdictions. Ability to manage projects (technical, financial and human resources) and present results to the client. Adequate communication at different levels, with experience in different cultures, ability to work in a dynamic environment subject to time pressures, diversity of work products and client profiles.
Neela
View- Website:
- neela.com.br
- Employees:
- 59
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Diretor De Planejamento ComercialNeelaState Of São Paulo, Brazil -
Investment ManagerOtb Invest Jan 2008 - PresentSão PauloDevelop and maintain relationships with clients by seeking the best financial solutions, with a solid background in Wealth Management, Private Banking (UHNM), and Family Offices. Continuously update and provide high-quality, personalized analysis of the local and global economic scenario, aiming to identify better market opportunities and products. Possess excellent verbal and written communication skills, work effectively in teams, and collaborate with other areas to find optimal solutions for clients. Demonstrate a high capacity for influence and relationship-building, serving as a strong communicator capable of interacting with individuals from diverse backgrounds. Ensure compliance with regulatory norms and adherence to compliance standards in the execution of activities. Develop legal structures in different jurisdictions to enhance asset protection, structure portfolios, and provide investment recommendations, including Global Investment Funds, Fixed Income, Private Equity, Venture Capital, Real Estate, Artworks, collectibles, ETFs, Structured Notes, Bonds, Dollar-denominated Private Pension Plans, and Life and Health Insurance for asset protection and leverage. Possess extensive knowledge of personal law, including marital regimes, divorce, protected persons, inheritances, and gifts.. -
Palestrante ConvidadoDeutsche Gesellschaft Für Internationale Zusammenarbeit (Giz) Gmbh Jan 2014 - May 2014AlemanhaManagement and Relationship Seminar with football fans from the first and second division of the German championship, in Frankfurt, Dortmund, Dusseldorf, Gelsenkirchen, Mainz, Augsburg and Berlin. -
AnalistBm&Fbovespa Sep 2003 - Nov 2007São Paulo Area, Brazil• Participated in the studies and implementation of the Novo Mercado and BOVESPA MAIS listing segments,• Developed economic and financial reports for the listing committee,• Carried out the IPO processes of several companies -
Risk AnalystLloyds Tsb Commercial Finance Apr 2000 - Sep 2003Rio De Janeiro Area, BrazilMacroeconomic scenario studies• Behavioral analysis of the retail portfolio of the largest financial company in Brazil,• Definition of cut-off point for granting personal and store credit -
Fixed Income AnalystDeutsche Bank Dec 1997 - Jul 1999São Paulo Area, BrazilSupervision of the Debentures portfolio with CETIPGuiding investors to the secondary fixed income market and adjusting securities maturities to the payment flow.Financial structuring and risk management
João Paschoa Education Details
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Marketing -
Economics -
Bachelor Of Business Administration (B.B.A.) -
Business/Managerial Economics
Frequently Asked Questions about João Paschoa
What company does João Paschoa work for?
João Paschoa works for Neela
What is João Paschoa's role at the current company?
João Paschoa's current role is Diretor de planejamento comercial.
What schools did João Paschoa attend?
João Paschoa attended Ibmec Business School, Universidade Candido Mendes, Pontifícia Universidade Católica Do Rio De Janeiro, Puc-Rio, Universidade Candido Mendes.
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