COO

Results-driven Business Strategy and Process Manager with large experience designing and delivering Project planning and Integration, Strategic Planning, Status reporting and Quality management using best practice business processes management. Professional with solid experience within the financial services industry.

PROFESSIONAL EXPERIENCE

ITAU EUROPA INTERNATIONAL PRIVATE BANK – Miami, FL 2009 to Present

VP, Front Office Support Manager

Responsible for managing 22 associates in the following areas:

Front Office Support Team - Middle office to support clients and sales teams in all operational related matters;

Documentation Team - Client and account records maintenance, statements and communications;

Migration Cell - Due diligence on portfolios booked in other units, migration plan, client on boarding management, account opening, banking services, and products offering;

Regional Offices Support - Responsible for supporting all Itaú offices in Latin America (Argentina, Brazil, Chile, Paraguay, and Uruguay) when dealing with Miami unit.

ITAU EUROPA INTERNATIONAL PRIVATE BANK – Miami, FL 2007 to 2009

Quality and Process Manager

Business team leader for the integration of ABN AMRO and Bank Boston/Bank of America to Itaú Europa International Private Bank business platform. Implemented quality and process management framework to monitor and improve processes based on KPIs – Key Performance Indicators.

BANK OF AMERICA – International Private Bank – Miami, FL 2003 to 2007

Senior Business Analyst

Provided leadership and framework to implement Temenos Globus Banking solution for BankBoston International Private Bank, a Bank of America company. Interface extensively with users and senior management to identify business needs, document workflows and define best data architecture to optimally support all banking services and products. Design and deliver training to users throughout all offices in Latin America and Bahamas.

Understand processes and services offered by the Risk Unit and suggest how to prevent and detect fraud and money laundering considering laws and regulations and applying in-depth knowledge from the target markets.

UNIBANCO / INVESTSHOP.COM – Rio de Janeiro, Brazil 2002 to 2003

Consultant / Business Analyst

Defined strategy to manage the authentication and publication of content onto website for all Unibanco companies. Liaised between IT and business units to implement process to standardize content management operations.

UBS PACTUAL BANK – Rio de Janeiro, Brazil 2001 to 2002

Systems Analyst

Accountable for planning and facilitating the full project life cycle design, development and implementation of systems for the organization.

 Successfully developed and implemented interface to the Brazilian Payment System (SPB).

 Deployed the Investment Loss Compensation System to track harm compensation in earnings of distinct funds.

ATLANTIC RATING FINANCIAL ANALYSIS LTD / FITCH RATING – São Paulo, Brazil 2000 to 2001

Product Manager / Database Administrator

Database Administrator accountable for designing, managing and supporting MS SQL database for Fund Score product, an internet-based Quantitative Investment Funds Analysis system. Advanced to Product Manager with full accountability for overseeing company’s Fund Score product. Scope of accountability spanned product design and launch, marketing, sales and business development, financial, problem resolution and customer satisfaction.

ICATU HARTFORD CAPITALIZATION S/A – Rio de Janeiro, Brazil 1999 to 2000

Systems Analyst

Accountable for developing and implementing a management system to track capitalization of bonds.

RIO DE JANEIRO TREASURY’S OFFICE – Rio de Janeiro, Brazil 1995 to 1998

Tax Analyst

Effectively analyzed and determined values of commercial and residential real estate properties for tax purposes.

OTOMIX INDUSTRY & TRADE LTD. – Rio de Janeiro, Brazil 1994 to 1995

Sales Team Leader

Recruited to implement sales strategies to expand revenue and market share for this surf wear manufacturer.

ENEFER CONSULTING & PROJECTS LTD. – Rio de Janeiro, Brazil 1990 to 1994

Technical Assistant

Collaborated in the development of road and rail civil engineering projects for clients throughout Brazil.

EDUCATIONAL BACKGROUND

PONTIFÍCIA UNIVERSIDADE CATÓLICA-PUC RIO DE JANEIRO STATE UNIVERSITY

Computer Science Degree Electrical Engineering Degree

Professional Training

Mastering Web Application Development Using MS Visual InterDev 6 / Internet Development Institute

ASP Application Development / Internet Development Institute

Web Application Development (HTML, JavaScript, CGI/PERL) / Internet Development Institute

CAST SQL – Builder Course / Icatu-Hartford

Computer Programming Course / Pontifícia Universidade Católica-PUC

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