Giuliana Gennari

Giuliana gennari

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location of Giuliana GennariSão Paulo, São Paulo, Brazil
Followers of Giuliana Gennari1000 followers
  • 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 - 2020
      Postgraduate degree neuroscience
  • Experience

    • Pwc

      Sept 2005 - Feb 2011
      Senior associate

      Senior 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 2021

      Responsible 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 2021
      • VP - Capital Management e Credit risk report

        Jan 2016 - Dec 2018
      • Associate - Capital management

        Feb 2011 - Jan 2016
    • Pismo

      Aug 2021 - Aug 2024
      Director of client success

      Managed 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 - now
      Guardian

      AngelUs 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 - now
      Customer success - sr. manager
  • Licenses & Certifications

    • Practitioner in neuro-linguistic programming

      Sbpnl
    • Expansion of consciousness

      Instituto tadashi kadomoto
      Sept 2015
  • Volunteer Experience

    • Volunteer

      Issued by Instituto Sopro de Amor
      Instituto Sopro de AmorAssociated with Giuliana Gennari