
Timeline
About me
Client Relationship | Relationship development | Payments and Financial Industries | PNL Practitioner | Client Success | People development | Improve client experience
Education

Pontifícia universidade católica de são paulo
-Bachelor's degree business administration
Trevisan escola de negócios
-Bachelor's degree accounting
Faculdade israelita albert einstein
2019 - 2020Postgraduate degree neuroscience
Experience

Pwc
Sept 2005 - Feb 2011Senior associateSenior Associate / Associate/ Junior Associate/ Trainee with focus on financial industry. Specialist on FX operations, derivatives and investments. Had experience with SOX and internal controls.

J.p. morgan
Feb 2011 - Aug 2021Responsible for Capital Management and Credit Risk report at JP Morgan. - Working with Basel III implementation and reports, - Delivery basel's reports to central bank ( such as DLO, DDR, Pillar III ( Circ 3678) and others)- Capital planning, projections and capital stress test- Interaction with all main risk stripes for capital calculation - Responsible for credit risk report ( 3040, 3050, cadastro positivo, Local Lending Limit)- Capital projections Presence on accounting and capital Committee on ABBI ( local association of international banks) Have a good network with partners in the market.Knowledgable on:-local reports, such as balance sheet, credit reports, Basel reports, Censo and others-financial products, such as derivative portfolio, loans, fixed income and others Show less
Operations Client Relationship Manager
Dec 2018 - Aug 2021VP - Capital Management e Credit risk report
Jan 2016 - Dec 2018Associate - Capital management
Feb 2011 - Jan 2016

Pismo
Aug 2021 - Aug 2024Director of client successManaged relationship with onboarded clients, splitted between Low, Mid and High demanding clients.• Based on clients’ needs and feedback influenced others areas to adapt processes and flows to better support our client, • Scaled the customer coverage plan in 45% based on strategic changes and no additional HC• Creation and run of surveys, such as NPS and Operations client health check metrics to understand the clients' needs and creation and influence of respective action plans to drive the strategic plan • Interface with Senior leads and C-level into clients, understanding strategies, opportunities and risk. • Multiple internal stakeholders into engineering, products, sales and marketing • Lead of Client Strategy office this team works with foundation’s task to guarantee better data analysis, robust process for client experience and continuous improvement. Show less

Angelus network
Mar 2025 - nowGuardianAngelUs Network is an Equity Tech formed by hundreds of women leaders, who are or have been in leadership positions, recognized in the most diverse areas of activity in Brazil and in the world, working together with the purpose of increasing female representation in leadership and leveraging gender equity!

Nuvemshop
Apr 2025 - nowCustomer success - sr. manager
Licenses & Certifications

Practitioner in neuro-linguistic programming
Sbpnl
Expansion of consciousness
Instituto tadashi kadomotoSept 2015
Volunteer Experience
Volunteer
Issued by Instituto Sopro de Amor
Associated with Giuliana Gennari
Languages
- poPortuguês
- inInglês
- esEspanhol
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