Tomaz Mota Email & Phone Number

Netherlands

Netherlands

Netherlands

Greater Los Angeles Area

• Responsible for the installation of defined contribution retirement plans during start up or conversion, including investment/feature changes, single employer plans and multiple employer plans.
• Managed relationships with executive contacts of plan sponsors, financial advisors and third party record-keepers throughout the installation process.
• Reviewed and analyzed plan documents and entered provision information into multiple internal systems.

Grande Los Angeles E Região, Estados Unidos

• Assisted in the implementation of a new A/P process
• Heavy load of data processing
• Vendor management

Goiânia E Região, Brasil

• Start-Up M&A Boutique aimed at tending to small to medium size companies.
• Responsible for writing one pagers, teasers and valuation reports.
• Worked actively in building and updating Excel financial models for Valuation.

• Part of the Oil and Gas Team
• Support in the production of reports and responsible for keeping and updating various database and models for the team.
• Actively took part in conference calls with companies` IRs
• Worked actively in building and updating financial models for Valuation.
• Frequent presence on daily morning call between analysts, economists, traders and sales team.

• Part of the commercial team, working next to the bank's relationship managers and analysts.
• Responsible for updating the bank's system with companies’ financial data from quarterly and annual reports.
• Support in the production of credit reports for the Credit Committees.

Master'S Degree, Finance, General

Finance Certificate With Concentration In Investment Management And Analysis

Bacharel Em Ciências Contábeis, Finance, General

Education record