Davi Buarque De Souza

Experience

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  Santander Asset Management Brasil

  Mar 2007 - Apr 2009

  New Business Manager

  azilLiaised with clients to identify and target inefficiencies in areasof risks / business controls, process gaps and workflowdiscrepancies.Created, managed and executed business plan andcommunicated company vision and objectives to motivateteams.

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  Sicredi

  Mar 2009 - May 2012

  Senior Key Account Manager

  Improved account management by predicting potentialcompetitive threats and outlining proactive solutions.Secured high-value accounts through consultative selling,effective customer solutions, and promoting compelling businessopportunities.

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  Itaú Private Bank

  Mar 2012 - Jun 2015

  Personnalité Manager Investment

  Cross-trained existing employees to maximize team agility andperformance.Accomplished multiple tasks within established timeframes.Onboarded new employees with training and new hiredocumentation.

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  Safra National Bank

  Jun 2015 - May 2020

  Investment Manager

  Researched and shared recommendations on stock markettrends and economic forecasts to support portfolio decisions.Developed and presented detailed analysis of investmentperformance, portfolio attributes and benchmark compositionto evaluate investment strategies.

• 

  RD Investimentos

  Jun 2020 - now

  Investment Advisor Partner

  Investment Advisor Partner / XP Investments Inc.