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Rafael Lassmann El Kobbi, CFA

Credit Analyst

4000 followers

Greater São Paulo Area

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Timeline
About me
Credit Sr Vice President at Patria Investments | Moneda Asset Management
Education
- Fipecafi - USP
  2007 - 2008
  MBA Gestão Financeira e Risco
- Universidade Presbiteriana Mackenzie
  1998 - 2002
  Graduation Economics
Experience
- Unibanco-Uniao De Bancos Brasileiros
  Oct 2001 - Jan 2005
  Credit Analyst
- BankBoston
  Feb 2005 - Apr 2006
  Credit Analyst
- Unibanco-Uniao De Bancos Brasileiros
  May 2006 - Feb 2009
  Credit Coordinator
- Itaú BBA
  Mar 2009 - Nov 2019
  - Credit Manager
    Jan 2016 - Nov 2019
  - Credit Coordinator
    Apr 2013 - Dec 2015
  - Officer - Debt Restructuring
    Mar 2009 - Mar 2013
- FK Partners and FIA-USP
  Jul 2011 - now
  Teacher
  Teaching the following subjects for the CFA exam, for MBA Courses and for Financial Modeling Courses:- Corporate Finance- Valuation- Credit Analysis- Equities
- Vila Rica Capital Gestora de Recursos
  Nov 2019 - Mar 2022
  Head of Credit and Investment Analysis
- Mauá Capital
  Mar 2022 - Apr 2024
  Credit Portfolio Manager at Jive Mauá Investimentos
- Patria Investments
  Apr 2024 - now
  Credit Sr Vice President at Patria Investments | Moneda Asset Management
Licenses & Certifications
- Chartered Financial Analyst (CFA)
  CFA Institute
  Jul 2011
- CGA / CGE
  ANBIMA Certificação e Educação
  Jul 2021
Volunteer Experience
- Credit Committee Member
  Issued by Associação Atid on Mar 2023
  Associated with Rafael Lassmann El Kobbi, CFA

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