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Adelmo Lima

Adelmo Lima

Followers of Adelmo Lima2000 followers
location of Adelmo LimaSão Paulo, São Paulo, Brazil

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  • Timeline

  • About me

    Head of Products Escrow Account | Cash Management | BaaS | CaaS | SaaS | Payment Methods | Bookkeeping

  • Education

    • Fundação Getulio Vargas

      2015 - 2018
      Master Degree Business/Commerce, General

      First Professional Master's Degree in Administration in Brazil, with cases from Harvard Business School and alliance with the Global Network for Advanced Management.https://eaesp.fgv.br/cursos/mestrado-profissional-administracao-mpa

    • Universidade Presbiteriana Mackenzie

      2000 - 2004
      Graduation Sistema de Informação - Planejamento Estratégico

      The course in Information Systems prepares its graduates for the use of computing, communication and information technology in supporting the management of business organizations.

    • Fundação Getulio Vargas

      2013 - 2015
      EMBA - Executive Master Business Administration Business Administration, Management and Operations, Global Excecutive

      OneMBA is a global executive MBA program formed by five top-ranked business schools in Asia, Europe, North and South America. OneMBA is ranked the 24th Executive MBA of the World by Financial Times .This result points the Program as the BEST MBA in Latin America.The OneMBA curriculum explores today’s business issues and best practices from each world region, providing you with a broad and balanced worldview. OneMBA develops the skills needed to lead international organizations, with… Show more OneMBA is a global executive MBA program formed by five top-ranked business schools in Asia, Europe, North and South America. OneMBA is ranked the 24th Executive MBA of the World by Financial Times .This result points the Program as the BEST MBA in Latin America.The OneMBA curriculum explores today’s business issues and best practices from each world region, providing you with a broad and balanced worldview. OneMBA develops the skills needed to lead international organizations, with emphasis on working with multicultural teams. English is the language used for all OneMBA courses and communications.http:\\onemba.org Show less

    • FACULDADE FIPECAFI - Fundação Instituto de Pesquisas Contábeis, Atuariais e Financeiras

      2005 - 2007
      Master of Business Administration - MBA Capital Markets

      In Business and Capital Market develops skills and competencies needed to master the complex financial transactions and risk assessment processes, in order to be able to select, analyze and develop indicators that support the decision making on the strategic positioning of the company and its business portfolio.

  • Experience

    • Itaú Unibanco

      Sept 1999 - Jun 2022

      Product Manager responsible for custody services for Non-Resident Investors - INR- I worked on projects that involved implementing the bank's strategy for these services in Latam countries, such as: (Chile, Colombia, Uruguay, Paraguay and Mexico);- Participant of the ACSDA - Americas' Central Securities Depositories Association forum, seeking integration and unity of services in the Latam region;- Coordinated the replacement/integration project for the operational service platform, where all customers were transferred to a single operational platform; Show less

      • Head of Operations and Product for Trustee Account

        Aug 2020 - Jun 2022

      • Head of Product of Bookkeeping Service, Trustee Account and Depositary Receipts

        Jun 2018 - Aug 2020

      • Product Manager

        Jan 2012 - Jun 2018

      • Especialista de Produtos Custódia de DRs

        Jan 2011 - Dec 2011

      • Coordinator of Settlement Team of Custody and DRs

        Sept 2008 - Dec 2010

      • Depositary Receipts Specialist

        Sept 2006 - Sept 2008

      • Analyst of Capital Markets

        Sept 1999 - Sept 2006

    • Vórtx

      Jun 2022 - Apr 2024
      Head de Bookkeeping, International Custody Services & Trustee Account

      Head of Asset Bookkeeping, Custody for Non-Resident Investors and Escrow Account, responsible for managing the product and service life cycle, involving: (P&L, Risk, Efficiency and Development and Implementation of new services.

    • Vórtx DTVM

      Feb 2024 - now
      Head of Products

      Development and execution of the Products and Services strategy, aligned with the company's strategic objectives and market demands, identifying opportunities and conducting analyses, competition assessment and customer feedback, on Fiduciary Administration, Custody Services, Banking, Cash Management, BaaS and CaaS. Development and execution of the Products and Services strategy, aligned with the company's strategic objectives and market demands, identifying opportunities and conducting analyses, competition assessment and customer feedback on Fiduciary Administration products , Custody Services, Banking, Cash Management, BaaS and CaaS.Skills: · Capital Markets · Banking · Business Strategy · Bookkeeping · Custody Service · Escrow/Trustee · BAAS · CAAS · Product & Project Management · Funds Administration · Depositary Receipts Show less

  • Licenses & Certifications

    • CPA-20

      ANBIMA
      Feb 2023