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Matheus Silva

Matheus Silva

Administrative Assistant

Followers of Matheus Silva227 followers
location of Matheus SilvaSão Paulo, São Paulo, Brazil

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  • Timeline

  • About me

    Sócio fundador da Narwhal Capital

  • Education

    • Fundação Getulio Vargas

      2017 - 2021
      Bachelor's degree Business Administration and Management, General

  • Experience

    • Oliveira Silva Transportadora e Prestadora De Serviços LTDA

      Jun 2014 - Jan 2015
      Administrative Assistant

      ▪ Account control (System releases, spreadsheets and reports)

    • Plantae Agrocrédito - O Banco do Agro

      Nov 2020 - Mar 2021
      Estagiário em análise de crédito

      ▪ Responsible for elaborating financial and qualitative analysis of Ag companies for rating attribution

    • Doc Concierge

      Jan 2021 - Nov 2023

      ▪ Undestanding client´s financial needs, goals and risk tolerance to suggest potential investment strategies.▪ Analysis, preparation and development of the client's investment portfolio▪ Screening a broad range of investment products regarding client´s portfólio.▪ Prepare investment club reports

      • Analista de investimentos

        Jan 2022 - Nov 2023

      • Estagiário em Investimentos

        Jan 2021 - Jan 2021

    • Narwhal Capital

      Nov 2023 - now
      Financial Advisor

  • Licenses & Certifications

    • Exame de Qualificação Técnica para Agente Autônomo de Investimento e Empregados das Instituições Financeiras

      ANCORD
      Nov 2021

    • Excel Modeling Course

      Wall Street Oasis
      May 2022

    • Venture Capital Crash Course

      Wall Street Oasis
      May 2022