Finance Specialist (Certified Financial Planner)

Juliano Junot, CFP®

Rio de Janeiro, RJ, Brazil +55-21-987**-****

******@*****.***

https://www.linkedin.com/in/julianojunot/

Education CERTIFIED FINANCIAL PLANNER (CFP®) since February 2016 https://www.fpsb.org/ valid in Brazil

MIT Innovation & Entrepreneurship Bootcamp July 2018 Massachusetts Institute of Technology

Bachelor in BA July 2007

Pontifícia Universidade Católica (PUC-Rio) Rio de Janeiro, Brazil Experience SAGRE WELLNESS MANAGEMENT (XP INVESTIMENTOS) Rio de Janeiro, Brasil October 2015 – to date Owner. Investment office distributing financial products in Rio de Janeiro. Contracts with XP Investimentos, Mapfre, Prudential and others. Since I have my own company, I am responsible for accounting, keeping governmental licenses to operate updated and the whole company management along with client meetings.

• +100 clients

• USD 5 million in assets under management

GENESIS TRAINING Rio de Janeiro, Brasil October 2016 – to date CFO. Responsible for all the financial aspects of the company. I was one of the first investors of the startup.

• Signed contracts with Flamengo and Corinthians (+300 soccer schools in Brazil)

• The startup is being accelerated by OITO (Oi is one of the big 4 communication companies in Brazil)

• www.genesistraining.com.br

ITAÚ-UNIBANCO Rio de Janeiro, Brasil October 2014 – September 2015 Investment Specialist. Responsible for financial planning for the bank clients, wealth segment. Focused on the biggest clients of Itaú Personnalité segment.

• Covered clients in more than 10 bank agencies in 5 cities in Brazil: Rio de Janeiro, Niterói, Macaé, Vitória, Belém, and Recife.

• Ranked first in August and September 2015 among 15 specialists.

• More than USD 1 billion under management in my base. INDEX CAPITAL (XP INVESTIMENTOS) Rio de Janeiro, Brasil February 2013 – September 2014 Investment Consultor. Responsible for prospection and financial planning for the clients, wealth segment.

• Turn point in my career

• Passed on CFP® exam after only 23 months, but I had to wait until February 2016 to complete 3 years of experience in financial planning role to earn the title. PARTY INDUSTRY Rio de Janeiro, Brasil January 2012 – January 2013 CFO. Responsible for all the financial aspects of the company.

• Company with more than USD 3 million in revenue, responsible for the biggest parties in Rio de Janeiro.

• Responsible for negotiation with suppliers and long-term contracts. PUBLIPAN Rio de Janeiro, Brasil July 2011 – December 2011 Owner. My first entrepreneur attempt, Publipan was a marketing franchise selling ads on bags of bread.

• FAIL with USD 10K loss.

SBCE Rio de Janeiro, Brasil May 2010 – June 2011 Credit Analyst. Working at a private agency but the main customer was the government, I was responsible for analyzing the financing risks for foreign companies buying goods from Brazilian companies with financial support from the Brazilian government.

• Huge contracts analysis for government investments

• Elaboration of complete financial reports, including country aspects and financial modeling with different scenarios.

• Some reports included travel to visit the companies in loco IBM Rio de Janeiro, Brasil July 2005 – April 2010 Credit Analyst (October 2007 - April 2010). Working at the IBM Bank and engaged in a multinational team

(USA/Canada/Brazil), I was responsible for analyzing the financing risks for North American customers transactions.

• Cross-cultural interface with USA and India colleagues

• Balance sheet and income statement analysis

• My first contact with the financial area

• English was daily business language

End of Lease (EOL) Analyst (October 2006- August 2007). Responsible for the lease renewals and renovations for USA and Canada customers.

• Promoted again in only 6 months

• Direct contact with clients

• Cross-cultural interface with USA and India colleagues (excel automation queries)

• English was daily business language

CRM Siebel Team Coordinator (March 2006 - September 2006). Responsible for CRM Siebel inputs for USA and Canada sales (extracting data from excel to CRM). Direct contact with the sales team. Responsible for sales reports and pipelines for North America sales directors (4 or 5 lines above me, IBM CEO was the 7th in line).

• Promoted in only 7 months

• 15 interns under management

• Cross-cultural interface with USA and India colleagues

• English was daily business language

CRM Siebel Team (July 2005 - February 2006). Responsible for CRM Siebel inputs for USA and Canada sales

(extracting data from excel to CRM). Direct contact with the sales team.

• Developed new methodology for information input in CRM, saving 50% of the time on the main task of the team.

• English was daily business language

Additional Information Work Authorization: Dual Citizenship (Brasil and Italy) Languages: Portuguese (native), English (proficient), Italian (begginer) Certifications: CFP® (Brasil), CEA Anbima, CPA-20 Anbima, CA-300, FBB-300, AAI (basically all investments / financial certifications in Brasil).

Technologies: Windows (office – excel, power point, word etc.) and Apple

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