Rio de Janeiro office Financial Services Advisory leader, selling and delivering projects for Insurance, Pension Funds and Asset Management industries.EY Brazil Pega practice leader, since 2019.EY Brazil Financial Services Digital and Emerging Technologies leader, since 2019.Global Client Partner of the largest Closed Pension Fund in Latin America.Leadership of the Performance Improvement practice for Financial Services at EY Brazil, specializing in post-M&A Integration projects, Operational Efficiency and business transformation, between 2017 and 2018.Responsible for the RPA (Robotic Process Automation) practice for Financial Services at EY Brazil, between 2018 and 2020.Sales and delivery of projects for the 4 largest financial groups and the top 3 Insurance companies in Brazil and LAtin América.

Establishment from scratch of Financial Services Advisory practice in EY´s Rio de Janeiro office, focusing on cross-service sales and delivery.Responsible for business development on technology partnerships and alliances for financial institutions throughout Brazil.Leadership of EY collaboration on post-merger Integration of Retail operations on a top 3 National Banking Groups M&A.

Sales and delivery of management consulting and IT implementation projects for major clients in the Financial Industry in Brazil, USA , Chile and Mexico.Business development and client relationship management including 3 main sectors: Payments, Insurance and Retail Banking.Sales and delivery of projects for the 4 largest financial groups and the top 3 Insurance companies in Brazil.Among many projects, the following stand out:Leadership of the operations front in the largest M&A of a Brazilian Retail Banking Group;Development of a strategic plan for the decentralization of check capture in one of the 3 largest groups in Brazilian Retail.Development of a Business Plan for the CORE platform change in Latin America for the Citibank group, operating in Brazil and Mexico (Banamex);Remodeling of claims processes for elementary lines in a large insurance company in the national market;

Responsible for the entire Retail Products(Payroll Loans, Vehicle Financing, Credit Cards and Pension Plans) portfolio P&L optimization, business strategy, pricing and sales goals.Responsible for sales performance reporting and specific sales campaigns.Development of cross-selling and up-selling campaigns on Bank's and 3rd parties` sales channels.Negotiation, implementation and management of private label products.

Responsible for large payroll client´s account activation, involving collectives above 500 customers, including branches opening, customers onboarding, accounts activation and products´ sale.Responsible for strategy and operations to formalize and activate new account holders, including hiring teams, training, logistics and customer service.Coordination of sales teams cross country to do on-client-site campaigns. (credit cards, insurance, loans, etc...).Onboarding of more than 300.000 new account holders within 2 years.

Manager of single onboarding and client database for the entire Group, with over 10,000 users and interface with around 200 systems.Leader of the project to implement the group's new single client database platform for Latin America, part of Altair Project.Responsible for Company´s financial indicators and market parameters platform.Responsible for parameterizing new products with minimal impact on internal operational processes.Member of the approval committee for new products and services for Retail.

Coordination of direct marketing campaigns for all Retail Banking, including digital channels and btanches.Responsible for purchasing, processing and distributing mailings for all sales channels.Development of cross-selling and up-selling campaigns using inbound and outbound channels.Statistical modeling of propensity, activation and retention to support customer relationship management.Unification of sales campaigns within Santander and Banespa, in 2001

Management of the Personal Loan product, including sales channels and operations. Design, dissemination and monitoring of sales workforce incentive campaigns. Planning and implementation of direct marketing campaigns with pre-approved credit limits, generating R$52 million in new assets.

Responsible for monitoring the rollover of defaulted credits on Shopping VISA cards.Coordination of outsourced collection agencies throughout Brazil.Development of mass collection campaigns via direct mail, exceeding the recovery targets for debts over 180 days by 200%.

Responsible for custom-made equipment costs estimation.Updating purchasing prices and manufacturing times for parts and components databases.Preparing commercial proposals for custom-made equipment for direct sales, competitions and bids.