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Investment Advisor Partner
Investment Advisor Partner
New mentor!
Member since 2026
  • Florianópolis
About the mentor

I am a dynamic professional with a background in Manufacturing Engineering and a robust tenure in the financial services industry. Currently, I hold the position of Head of Operations, Risk & Compliance overseeing pivotal aspects of daily operations to ensure efficiency and strategic alignment.

As I continually strive for professional growth, I am diligently preparing for the CFA examination. My career journey encompasses diverse roles, including Financial Advisor, Product Manager, and SDR Coordinator. Throughout my career, I've been instrumental in driving innovation by developing cutting-edge processes and systems, leading team training initiatives, and offering technical and sales support to clients and colleagues alike.

As a seasoned professional, I have transitioned from roles in growth and marketing to focus on operational leadership. I now specialize in supervising and coordinating daily operations within the operational support area, ensuring optimal performance and adherence to strategic objectives. With a track record of success in driving business growth, I bring a unique perspective to enhancing operational efficiency.

Moreover, my international exposure, garnered from exchange programs and volunteer work, adds a global dimension to my skill set. Proficient in project management, adept at process simulation, and certified in ANCORD, FBB100, CFP®, and CGA, I am dedicated to leveraging my expertise to contribute significantly to the sustained success and advancement of the organization.

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Why Anonymous?

Some of our mentors are forced to be anonymous due to firm policies or personal preference. Anonymity allows us to i) source the best mentors from the top companies in the world ii) allows them to be honest and give you amazing insight into the industry and firms.

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