Address: * ********** ****, **** – 8C
Brazilian with working visa (no sponsorship required) Work History
**** – Present Matrix Advisory Inc: Partner/ Co-founder Partner – Matrix Advisory Inc is a Multi Family Office with headquarter in New York r. Our focus on Latin America families that want to invest in USA, Europe, and Asia. Also, we have a Consulting area that to develop financial products, business plan, and strategic plan Partner – Responsible for developing new investment structs such as investment funds, trust, personal investment companies(PIC), investment in technology companies and ESG investment. Also, I`m responsible for building financial model and strategic plan for startup companies. 2011 – 2017 A2A Advisory: CEO/ Co-founder
Co-founder - A2A Advisory is a consulting company focus on designer strategy and business plan for startup and turnaround and restructuring for companies in different sectors such as Healthcare, Infrastructure, T.I and Real Estate .
CEO - Responsible for creating strategy and tactic plans for new business and restructuring business, budgeting, annual forecast, investor presentation and financial modeling and analyses. My core competency is helping clients develop strategies to create and sustain a competitive advantage. Also, helping clients to identify and to predict trends. 2011 – 2016 A2A Asset Management: CEO/ Co-founder
Co-founder - A2A Asset a successful boutique of investment with three branches: Asset management, alternative investments (Private Equity, Venture Capital and Real Estate funds) is different sectors such as: Healthcare, IT, e-commerce, and Infrastructure. This had over US$ 400 million in asset under management.
CEO - Responsible for creating investment/disinvestment strategy, corporate governance in invested companies, entrepreneurial business support; structuring complex transactions, complex project with numerous stakeholders, as well as market and business analysis, business plan, conducting technical and financial due diligence, fundraising. 2008 – 2011 Fundação dos Economiários Federais – FUNCEF: P.E Analyst Private Equity Analyst - Management of over BRL 1 billion (almost US$ 350 million) in private equity and venture capital for areas such as roads, rails, ports, telecommunications, information technology, healthcare, electrical energy, and real estate. I represented FUNCEF in Board of Director in companies with global operation. Responsible for financial analysis, valuation, due diligence, complex financial structure and transaction. FUNCEF is the third largest Brazilian pension fund, sponsored by Caixa Econômica Federal
(CEF), a state-owned bank responsible for major investments in infrastructure across Brazil. 2006 – 2007 Sunset Asset Management: Financial Analyst Financial Analyst - Responsible for covering and developing valuation for different companies in multiple sectors: Oil & Gas, Bank, Educational, IT, healthcare, and Real Estate. I made presentations about companies listed in the São Paulo Stock Exchange, and about micro and macroeconomics. I responded directly to portfolio manager. 2005 – 2006 Cyrela S.A: Trainee – Fixed Income Asset and Risk Management I created system based on excel that helps the fixed income team to do decisions about investments in private and government bonds. Also, I made presentations about Latin America macroeconomics and I developed financial analysis and valuation. 2004 – 2005 Cedro Market and Finances : Co-founder/ Economist and Business Developed
Co-founder- Cedro Market and Finances was a company that develops software to financial market
Economist and Business Developed – I responsible for new partnership, commercial strategy and all financial area, Project management, and project chief economist. Work History – Board of Director
I had experience in as Board of director in listed companies in Brazilian Stock Marketing Exchange
• America Latina Logística (ALL), the largest company for railway logistics in Brazil.
• Coteminas (Springs Global) Brazil, a multinational corporation engaged in manufacturing, marketing, and sales of packaged textile and non-textile home furnishings.
Education and Other Skills
Bachelor of Economics
Federal University of Uberlândia - Brazil
2001 – 2004
Bachelor of Computer Science
Federal University of Uberlândia- Brazil
2001 – 2005
Serie 63 - The North American Securities Administrators Association (NASAA). Languages and Other Skills
Brazilian Portuguese Native Speaker
Computer Languages C, C++, Java and Haskel
Microsoft Office Suite Word, Excel, Outlook, and Power Point Apple iWorks Keynote, Pages, and Numbers