▪ Developed and implemented CI&T’s banking services go-to-market strategy to build brand awareness and position CI&T as a leader ▪ Cultivated strategic partnerships with software providers to execute go-to-market strategies in real-time payments, open banking APIs, generative AI, and solutions for customer experience (CX), customer relationship management (CRM), and digital experience platforms (DXP), contributing to new business development and growth▪ Created actionable research and strategic insights to differentiate CI&T’s offerings and led briefings with prominent analyst firms to enhance market perception. Established CI&T as a payments industry leader in the software development sector by developing and executing an analyst relations program for the financial services practice▪ Increased brand visibility by generating 30K+ research paper views and 500+ downloads through thought leadership content and targeted distribution via industry trade publications and social media

▪ Served as the enterprise-wide expert on fintech, payments, credit cards, and consumer finance, and consulted with senior management on research ideas for U.S. financial and fintech teams ▪ Planned and hosted client events and webinars with industry experts and was selected as a moderator and panelist for major events like Money 2020, The Financial Brand Forum, American Banker events, and LendIt FinTech ▪ Consistently ranked in Bloomberg’s top 10% for analyst readership by delivering comprehensive fintech and payments research that provided strategic insights for institutional investors. Enhanced content quality by identifying trends and innovations in digital payments, consumer lending, and mobile banking ▪ Conducted comprehensive research on Big-Tech banking and payment solutions, and forecasted monetization strategies for P2P payment apps such as Venmo, PayPal, and Cash (by Block) ▪ Supported a multi-million-dollar Bloomberg Media advertising sale by leveraging deep expertise in fintech and consumer finance

▪ Managed an equity model portfolio that outperformed the S&P 500 by an average of 140 basis points annually from 2011-2013, demonstrating superior equity selection and sector allocation▪ Recognized by The Wall Street Journal and twice by Thomson Reuters for outstanding stock picking in banking and IT services ▪ Demonstrated in-depth financial services and analysis expertise by serving as a member of the Argus Investment Policy Committee, analyzing stock ratings, and identifying promising stocks for the company’s Focus List ▪ Directed the expansion of sector coverage into alternative asset management, payment technology, and boutique investment banking. Collaborated closely with external senior executives, including a Vice Chair of American Express and the CFO of Blackstone, to organize and facilitate corporate access events for insitutional investors