Manage a book of Private Wealth Clients by serving as the Portfolio Manager· Work with clients and multiple partners to develop investment goals by discussing and identifying client priorities and objectives.· Implement and communicate investment-related recommendations. · Address and respond to all risk-related items in a timely fashion, including but not limited to: Investment Reviews, Asset Allocation Flags, and other risk reports.· Initiate and… Show more Manage a book of Private Wealth Clients by serving as the Portfolio Manager· Work with clients and multiple partners to develop investment goals by discussing and identifying client priorities and objectives.· Implement and communicate investment-related recommendations. · Address and respond to all risk-related items in a timely fashion, including but not limited to: Investment Reviews, Asset Allocation Flags, and other risk reports.· Initiate and monitor required actions related to modeling and trading of client accounts.· Participate and may lead the sales process with partners and teammates to identify and solidify new business opportunities focused on trust and investment management. Show less

We offer international collection services in over 100 countries, safe, fast, and specialized in every step of the process, from preventive receivables management, risk management, BPO, consultive, and legal services. Working with us, your company will overcome all obstacles from knowing your client, credit reports, credit risk, managing receivables, BPO to manage and recover your receivables abroad. We analyze and evaluate receivables portfolios for securitization, ABS securities, and… Show more We offer international collection services in over 100 countries, safe, fast, and specialized in every step of the process, from preventive receivables management, risk management, BPO, consultive, and legal services. Working with us, your company will overcome all obstacles from knowing your client, credit reports, credit risk, managing receivables, BPO to manage and recover your receivables abroad. We analyze and evaluate receivables portfolios for securitization, ABS securities, and asset recovery.Reporting to the CEO with P&L responsibility for the region and building the US team and strategy. ▪ Manage key customer relationships at an executive level, being the customer inside the group.▪ Represent the company at industry events, including presenting and keynote speeches. ▪ Develop and execute business strategies maximizing the global platform, partnerships, revenue, and profitability. Show less

BlueConecta is a technology-focused company focused on implementing Wi-Fi solutions directly on-site. BlueConecta solution provides you with a secure and direct way to communicate with your customers to enhance their customer experience. This robust platform also provides real-time data regarding customer traffic, behavior, and direct marketing campaign results. Responsible for the corporate-startup operations, involving the strategic plan, local team building, client acquisition, drive… Show more BlueConecta is a technology-focused company focused on implementing Wi-Fi solutions directly on-site. BlueConecta solution provides you with a secure and direct way to communicate with your customers to enhance their customer experience. This robust platform also provides real-time data regarding customer traffic, behavior, and direct marketing campaign results. Responsible for the corporate-startup operations, involving the strategic plan, local team building, client acquisition, drive business development initiatives, staff management, and oversee day-to-day operations with full P&L accountability. Involved in all strategy, policy, operational, and investment mid and long terms decisions.✓ Identify and secure funding sources for the business (debt and equity), BNDES lines, and balance sheet management. ✓ Recruiting and mentoring top talent to build a high-performance sales team.✓ Formulated strategies to capture leading market share and implemented niche service programs including customized service options that differentiate the company from the competition and position them as an industry leader. Show less

Boutique college educational prep company offering services including college test prep and student advisement. Proactively recruited to spearhead startup operations of the Miami office including scouting and securing the location, contract negotiations, setting the strategic plan, equipment procurement, client acquisition, driving business development initiatives, staff management, and day-to-day operations with full P&L accountability. ✓ A highly visible position with a… Show more Boutique college educational prep company offering services including college test prep and student advisement. Proactively recruited to spearhead startup operations of the Miami office including scouting and securing the location, contract negotiations, setting the strategic plan, equipment procurement, client acquisition, driving business development initiatives, staff management, and day-to-day operations with full P&L accountability. ✓ A highly visible position with a diverse span of responsibilities critical to the company's long-term market and strategic position, operating efficiency, and bottom-line performance. Involved in all strategy, policy, operational and investment decisions.✓ Also served as a key adviser for the company (a foreign service provider) on the implementation of Sao Paulo and Rio de Janeiro offices in Brazil.✓ Provide team members with leadership and professional development consistent with their career goals, abilities, and accomplishments. Work across diverse, cross-functional teams to leverage and share best practices. Show less

Provider of global payment routing data, AML screening data, and software to improve compliance and transaction security.Planned, led and executed business development initiatives for the region serving as an account manager for banks, asset managers, broker-dealers, fintech, and corporate clients. ✓ Called on C-level executives to grow business relationships with new and existing customers. Developed custom client strategies to ensure optimum fit with their capabilities, a… Show more Provider of global payment routing data, AML screening data, and software to improve compliance and transaction security.Planned, led and executed business development initiatives for the region serving as an account manager for banks, asset managers, broker-dealers, fintech, and corporate clients. ✓ Called on C-level executives to grow business relationships with new and existing customers. Developed custom client strategies to ensure optimum fit with their capabilities, a sound return on investment (ROI), and mutually beneficial wins.✓ Worked in coordination with other teams in cross-selling, events, and client training.✓ Represented the company at industry functions and trade shows to promote and grow the business. ✓ Increased the presence in Florida, the Caribbean, and Central America. Show less

A subsidiary of Credit Agricole CIB USA, the company has 7400 employees in 32 countries and is active in a broad range of capital markets, investment banking, and financing activities.Selected to link the regional client base with Credit Agricole CIB global product and service platform by building strong banking relationships, originating business, optimizing reciprocity, and cross-selling local and cross-border cash management solutions. Product line included Cash and Liquidity… Show more A subsidiary of Credit Agricole CIB USA, the company has 7400 employees in 32 countries and is active in a broad range of capital markets, investment banking, and financing activities.Selected to link the regional client base with Credit Agricole CIB global product and service platform by building strong banking relationships, originating business, optimizing reciprocity, and cross-selling local and cross-border cash management solutions. Product line included Cash and Liquidity Management, Financing Alternatives, Trade Finance, Project Finance, Syndicated Loans, ECM, DCM, Securitization Distribution, Structured Investments, Derivatives, IRD, FX, Swaps, NDFs, Commodities Hedging, and Capital Markets. ✓ Raised R$XXXMM for Credit Agricole Brazil ABS FIC FIDC fund in one year through banks, asset managers, private banks and insurance companies through asset-backed securities.✓ Generated €XMM net banking income from cross-selling cash management, CAPS payments, correspondent banking, international trade finance, ABS securitization, distribution, structured investment products, derivatives, IRD, FX and CX swaps, NDFs, inflation, loan syndications, ECM, DCM, asset management, securities, clearing, and custody. ✓ Launched the 1st Green Bond event in Brazil resulting in BNDES bond issue in 2017.✓ Worked closely with the Brazilian Credit Agricole Bank treasury and CFO to finance the local operation by actively participating in ALM exercises originating funding sources and optimal tax structures. ✓ Obtained the first Credit Agricole Brazil 2 year Letra Financeira R$XXXMM. Show less

Championed the development and startup of a Newedge brokerage arm of Credit Agricole in Brazil. Conducted market research, due diligence, and feasibility studies. Provided leadership for staff with emphasis on significantly expanding the business. ✓ Recommended and negotiated a partnership with Bradesco and Itaú brokerage houses.✓ Cultivated the front relationship with the regulator, Central Bank, as well as CVM, ANBIMA, CETIP, pre-MILA, and BVMF.✓ Generated €XMM in 2012 by… Show more Championed the development and startup of a Newedge brokerage arm of Credit Agricole in Brazil. Conducted market research, due diligence, and feasibility studies. Provided leadership for staff with emphasis on significantly expanding the business. ✓ Recommended and negotiated a partnership with Bradesco and Itaú brokerage houses.✓ Cultivated the front relationship with the regulator, Central Bank, as well as CVM, ANBIMA, CETIP, pre-MILA, and BVMF.✓ Generated €XMM in 2012 by cross-selling products and services including prime brokerage & clearing, fund distribution, exchange-traded derivatives, interdealer broker treasuries, and corporate bonds, as well as OTC (FX, equities, and commodities).✓ Managed relationships with Brazilian, Colombian, Chilean, Peruvian and Uruguayan banks, asset managers, brokerage houses, exchanges, and insurance companies. Show less

One of the biggest banking and financial services companies in Brazil with 5300 branches, 100,000+ employees and more than $74B in annual revenues. Led a team of six in spearheading the launch of the first Bradesco Private Banking offshore structured products. ✓ Increased distribution list to over 100 international counterparties resulted in over R$XXXMM in transactions in the first year.