Thiago Penna, Cfp® Email & Phone Number

Belo Horizonte, Minas Gerais, Br

www.3ainvestimentos.com.br

Work in the risk control of UBS Pactual Asset Management, tracked the routines of the operations area in order to gain a better control of risk and, consequently, take the actions required to reduce it.

Zurich, Ch

Support of key client CRM’s to admin mandates up 50 million USD, work together with the sales team to deliver excellent product support to the key client advisors in Switzerland including deep and selected information of different capabilities as global equities, global fixed Income, private equity, hedge funds and infrastructure. Cooperation with portfolio coordination using portfolio construction tools with the objective to find the most efficient portfolios according with client investment objectives and constraints. Quantitative and qualitative analysis for fund selection from different assets classes.

Collaborate with clients to assess individual financial situations and develop strategic financial planning solution, provide customer with desired payment level and cost level associated with buying a new asset, analysis and selection of investments.

Work as part of the team responsible to start-up the business operation in Miami. Market and competitor analysis, assessment of business opportunities, preparation of briefings, definition of trade marketing strategy, support of the executive management and supervisory board, prepared strategy to the build distribution channel, supported the negotiation of business contract with large organizations as Wall Mart.

Mba, Business Management, Finance.

B.A, Marketing