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Ronaldo Delevati, M.Sc.

Ronaldo Delevati, M.Sc.

Followers of Ronaldo Delevati, M.Sc.1000 followers
location of Ronaldo Delevati, M.Sc.Porto Alegre, Rio Grande do Sul, Brazil

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  • Timeline

  • About me

    CFP®, CVM, SUSEP

  • Education

    • Universidade Federal de Santa Maria

      2000 - 2005
      BA Economics

    • University of Southampton

      2009 - 2010
      MSc Master of Science in the Social Sciences in International Financial Markets with Distinction

      Activities and Societies: (i) Student representative of MSc International Financial Markets at SSLC (Staff/Student Liaison Committee); (ii) Member of USIS (University of Southampton Investment Society). MSc thesis: Investment Strategy to Beat an Irrational Market: Evidence from the Brazil Stock Market.Outline: (i) Quantitative Research in Finance; (ii) Portfolio Management; (iii) Exchange Traded Derivatives; (iv) Stock Market Analysis; (v) Financial Risk Management; (vi) Fixed Income Securities; (vii) Corporate Finance;(viii) International Financial Policy.

    • Universidade Federal de Santa Maria

      2000 - 2005
      BA Business Administration

  • Experience

    • HSBC

      Dec 2004 - Sept 2007

      • Investment Consultant

        Aug 2006 - Sept 2007

      • Acquisition Manager

        Dec 2004 - Aug 2006

    • Dell

      Sept 2007 - Feb 2012
      Services & Solutions Sales

    • Prudential Financial

      Feb 2012 - Jun 2019

      • Master Franchisee Consultant

        Mar 2014 - Jun 2019

      • Senior Life Planner

        Feb 2012 - Feb 2014

    • MoMa Family Office

      Jun 2019 - now
      Chief Executive Officer

      A MoMa Capital fornece assessoria completa para famílias com alto patrimônio financeiro. Abrange áreas como jurídica, contábil e fiscal. Nossa missão é ajudar os nossos clientes aumentarem a riqueza, mas também o capital intelectual, uma vez que a educação é intrínseca para uma boa gestão patrimonial.

    • MoMa Investimentos

      Apr 2020 - now
      Consultor de Valores Mobiliários

      Consultoria de investimentos independente.

  • Licenses & Certifications

    • Programa de Investimentos Alternativos

      Planejar Associação Brasileira de Planejamento Financeiro
      Nov 2021

    • Consultor de Valores Mobiliários

      CVM
      Apr 2020

    • Disney's Approach to Leadership Excellence

      Disney Institute
      Aug 2023
      View certificate certificate

    • Certified Financial Planner (CFP®)

      Planejar - Associação Brasileira de Planejadores Financeiros
      Feb 2020

    • Susep

      SUSEP - Superintendência de Seguros Privados
      Mar 2012

    • Certificado Aceleração e Performance

      BTG Pactual
      Feb 2024
      View certificate certificate

  • Honors & Awards

    • Awarded to Ronaldo Delevati, M.Sc.
      Recognized as Master Franchisee Consultant Prudential of Brazil Jan 2019 First person to receive this award in Rio Grande do Sul state.
    • Awarded to Ronaldo Delevati, M.Sc.
      Bronze Award winner in Paris, France. President`s Trophy Convention (PTC) May 2018
    • Awarded to Ronaldo Delevati, M.Sc.
      Gold Award winner in Las Vegas, NV. Prudential Insurance International (PIIC) Aug 2017
    • Awarded to Ronaldo Delevati, M.Sc.
      Recognized as Master Franchisee Senior Prudential of Brazil Jan 2017
    • Awarded to Ronaldo Delevati, M.Sc.
      Gold Award winner in Washington, DC. Prudential Insurance International (PIIC) Aug 2016
    • Awarded to Ronaldo Delevati, M.Sc.
      Gold Award winner in Las Vegas, NV. President's Trophy Convention (PTC) Apr 2016
    • Awarded to Ronaldo Delevati, M.Sc.
      Gold Award winner in Miami, USA. President's Trophy Convention (PTC) Apr 2015
    • Awarded to Ronaldo Delevati, M.Sc.
      Silver Award winner in New York, NY. President's Trophy Convention (PTC) Apr 2014
    • Awarded to Ronaldo Delevati, M.Sc.
      2014 MDRT Qualifying member Million Dollar Round Table (MDRT) Mar 2014 Founded in 1927, the Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is an international, independent association of nearly 38,000 of the world's leading life insurance and financial services professionals from more than 450 companies in 79 countries. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of sales excellence in the… Show more Founded in 1927, the Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is an international, independent association of nearly 38,000 of the world's leading life insurance and financial services professionals from more than 450 companies in 79 countries. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of sales excellence in the life insurance and financial services business.Website: www.mdrt.org Show less
    • Awarded to Ronaldo Delevati, M.Sc.
      Recognized as Senior Life Planner Prudential do Brasil Dec 2013
    • Awarded to Ronaldo Delevati, M.Sc.
      Super Gold Award winner in Orlando, FL. President's Trophy Convention (PTC) Apr 2013
    • Awarded to Ronaldo Delevati, M.Sc.
      Champion of Regional HSBC Sales Campaign. HSBC Vida e Previdência S.A. Dec 2006
    • Awarded to Ronaldo Delevati, M.Sc.
      Champion of National HSBC Sales Campaign. HSBC Bank Brasil S.A. Dec 2005