Paulo Loureiro Campos Email & Phone Number

Orlando, Florida, United States

Belo Horizonte, Minas Gerais, Brazil

Belo Horizonte, Minas Gerais, Brazil

Belo Horizonte Area, Brazil

• Development of the company's strategic planning with the directors;
• Optimization of internal processes;
• Preparation of institutional presentations;
• Development of indicators (KPI's) and goals to increase inside performance;
• Monitoring of KPI's through the creation of Dashboard for directors in Power BI and Excel tools;
• Analyze XP databases to understand the divergences.

• Development of Excel tools for portfolio automation with equity's respecting the customer's profile;
• Evaluation of Equity's financial indicators on the XP platform using fundamental analysis;
• Making relationship with Capital Companies to understand the equity's composing their portfolios;
• Personalized assembly of portfolios for customers, appropriating to their profile and financial capacity.

• Prospecting potential customers for customized financial wealth management;
• Constant monitoring of invested assets to match the customer profile and performance objective;
• Analysis of Equity's in the market using fundamentalist methodology.

• Participation in four projects (Via 040 Invepar, São Marcos Laboratory, Três Lagoas City Hall / MS and Votorantim Energia);
• Application of PDCA methods of management and BPM (Process Optimization);
• Development of tools and materials for analyzing KPIs and improving internal performance.

Kihei, Hawaii

Routine activities.

Master Of Business Administration - Mba, Cybersecurity

Bachelor Of Business Administration (B.B.A.), Business Administration And Management, General, Gpa 3.04

Bachelor Of Technology (B.Tech.), Computer Science