Paulo Ribeiro De Lemos, Mba

Paulo Ribeiro De Lemos, Mba Email and Phone Number

Investment Advisor Representative @ Pelora Advisors
Paulo Ribeiro De Lemos, Mba's Location
Raleigh-Durham-Chapel Hill Area, United States, United States
Paulo Ribeiro De Lemos, Mba's Contact Details

Paulo Ribeiro De Lemos, Mba work email

Paulo Ribeiro De Lemos, Mba personal email

About Paulo Ribeiro De Lemos, Mba

Paulo Ribeiro de Lemos, MBA, is an Investment Advisor Representative at Pelora Advisors. He brings extensive experience in management, analytics, and data science to his role. Paulo’s passion for finance and dedication to helping clients achieve financial freedom shape his approach to wealth management and investment advisory.Paulo holds an MBA from Nova University in Portugal in partnership with MIT Sloan School of Management in the US. Paulo passed level I of the CFA Program. He has also completed the Data Science for Investment Professionals program by the CFA Institute. This diverse and rigorous academic training equips him with the knowledge and skills necessary to provide top-notch financial advice and customized investment solutions.Entering the financial services industry, Paulo focuses on helping clients cultivate abundance in finances, mindset, and in life. The most rewarding aspect of his role is establishing long-term relationships with clients and watching them achieve their financial goals. Leveraging his expertise and the world-class tools available at Pelora Advisors, Paulo is committed to empowering clients to secure their future prosperity.Originally from Lisbon, Portugal, Paulo moved to the US 13 years ago and lived in California until October 2020. He and his family then relocated to the Research Triangle area to provide a safer, family-oriented, and educationally rich environment for their children. Outside of work, Paulo enjoys swimming, soccer, reading, studying, and traveling. He is happily married to his wife, Elham, and together they have three wonderful children: Shadi, Shireen, and Zayn.I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: Supervisory address: 4350 Congress Street, Suite 300, Charlotte, NC 28209, Phone: 704-557-9600Licenses: https://carolinas.massmutual.com/about-us/licenses

Paulo Ribeiro De Lemos, Mba's Current Company Details
Pelora Advisors

Pelora Advisors

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Investment Advisor Representative
Paulo Ribeiro De Lemos, Mba Work Experience Details
  • Pelora Advisors
    Investment Advisor Representative
    Pelora Advisors Jun 2024 - Present
  • Nylife Securities Llc
    Financial Services Professional
    Nylife Securities Llc Sep 2022 - Jul 2023
    Registered Representative offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency.
  • New York Life Insurance Company
    Agent
    New York Life Insurance Company Mar 2022 - Jul 2023
    New York, New York, Us
  • Sunrun
    Head Of Strategy And Business Intelligence - Us
    Sunrun Oct 2018 - Jan 2022
    San Francisco, Ca, Us
    Led the strategy and analytics team driving a two-fold operational and revenue growth for Sunrun's retail sales channel.
  • Sunrun
    Head Of Retail Execution - Us
    Sunrun Aug 2017 - Sep 2018
    San Francisco, Ca, Us
    Led the retail execution team driving the strategy and operations for Sunrun's retail sales channel.
  • Sunrun
    Sr. Manager, Retail Markets - Southwest
    Sunrun Nov 2013 - Aug 2017
    San Francisco, Ca, Us
    Led and grew the most successful sales lead-gen team in Sunrun's retail sales channel.#1 Sr. Market Manager in Sunrun Retail Sales 2016Sunrun Circle of Excellence 2015Sunrun Retail Channel Top Gun 2015
  • In2:Inthinking Network
    Member Of The Steering Committee
    In2:Inthinking Network Jul 2011 - Dec 2016
  • Compta
    Advisor To The Board Of Directors And Member Of The Supervisory Board
    Compta Jul 2006 - May 2014
    Miraflores, Oeiras, Pt
  • Big Island Organics
    Chief Executive Officer
    Big Island Organics Jan 2012 - Oct 2013
    Burbank, California, Us
  • Anje - Young Entrepreneurs Portuguese Association
    Executive Vice-President
    Anje - Young Entrepreneurs Portuguese Association Mar 2002 - Nov 2009
    Porto, Pt
  • Indigo Lodges, Sa.
    General Manager
    Indigo Lodges, Sa. Feb 2005 - Oct 2008
  • Entrepreneurs' Organization Lisbon Chapter
    Co-Founder And Membership Chair
    Entrepreneurs' Organization Lisbon Chapter Feb 2005 - Jul 2007
    Alexandria, Va, Us
  • Johnson & Johnson Portugal
    Sales Rep
    Johnson & Johnson Portugal Sep 1996 - Dec 1999
    New Brunswick, Nj, Us
    Johnson & Johnson is a worldwide company that operates in three industries: pharmaceuticals, medical devices, and consumer goods.

Paulo Ribeiro De Lemos, Mba Skills

Strategy Business Strategy Entrepreneurship Management Strategic Planning Management Consulting Leadership Cross Functional Team Leadership Start Ups Negotiation Program Management Business Planning Business Development Team Leadership Business Intelligence Public Speaking Organizational Development Product Development Executive Coaching Systems Thinking Lateral Thinking Change Management Team Management Business Process Improvement Complexity Theory Mergers And Acquisitions Leadership Development Executive Management Strategic Consulting Budgets Project Planning Systems Theory Corporate Finance Telecommunications Nonprofits Creative Problem Solving Chaos Theory Think Tank Non Profit Administration Project Finance Investment Banking Business Networking Governance Networking Business Analysis Non Profits Decision Making Mba Professional Networking Creative Concept Development

Paulo Ribeiro De Lemos, Mba Education Details

  • Mit Sloan School Of Management
    Mit Sloan School Of Management
    Executive Education On Artificial Intelligence: Implications For Business Strategy
  • The Lisbon Mba Católica | Nova
    The Lisbon Mba Católica | Nova
    Mit Sloan School Of Management (Us) | Nova University (Pt) | Catholic University (Pt)
  • Universidade Nova De Lisboa
    Universidade Nova De Lisboa
    Business And Administration
  • Universidade Católica Portuguesa
    Universidade Católica Portuguesa
    Political Science
  • Universidad Complutense De Madrid
    Universidad Complutense De Madrid
    Political Marketing And Communication
  • University Of Évora
    University Of Évora
    Business And Administration

Frequently Asked Questions about Paulo Ribeiro De Lemos, Mba

What company does Paulo Ribeiro De Lemos, Mba work for?

Paulo Ribeiro De Lemos, Mba works for Pelora Advisors

What is Paulo Ribeiro De Lemos, Mba's role at the current company?

Paulo Ribeiro De Lemos, Mba's current role is Investment Advisor Representative.

What is Paulo Ribeiro De Lemos, Mba's email address?

Paulo Ribeiro De Lemos, Mba's email address is ri****@****ail.com

What schools did Paulo Ribeiro De Lemos, Mba attend?

Paulo Ribeiro De Lemos, Mba attended Mit Sloan School Of Management, The Lisbon Mba Católica | Nova, Universidade Nova De Lisboa, Universidade Católica Portuguesa, Universidad Complutense De Madrid, University Of Évora.

What skills is Paulo Ribeiro De Lemos, Mba known for?

Paulo Ribeiro De Lemos, Mba has skills like Strategy, Business Strategy, Entrepreneurship, Management, Strategic Planning, Management Consulting, Leadership, Cross Functional Team Leadership, Start Ups, Negotiation, Program Management, Business Planning.

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