Thomas Beattie

Experience

• 

  Merrill Lynch

  Sept 2010 - Mar 2012

  - Compiling deal material for client visits- Deal pipeline maintenance- Client visits with the intent of starting new business- Contact with bankers in US/Europe for client deals discussion - Compilation of product process flowcharts and process optimization- Editing and compiling excel charts and data tables for meeting and memo purposes- Organizing meetings between different areas in the bank with the purpose of resolving pending product issues- Updating and maintaining Report Line databases- Updating and maintaining Latam product pipeline: direct contact with ML in Chile, Mexico and Argentina.

  • Corporate Banking ISB Intern

    May 2011 - Mar 2012

  • Estagiario de Business Planning & Execution

    Sept 2010 - Apr 2011
• 

  Patria Investments

  May 2012 - Nov 2015

  - Catering to the UHNWI and HNWI distribution channel in Brazil- Marketing and sales of the entire breadth of Patria products to the current and new HNWI client base- Active client prospecting and maintenance - Participation in product definition and elaboration

  • Sales Analyst

    Oct 2013 - Nov 2015

  • Investor Relations

    May 2012 - Oct 2013
• 

  XP Investimentos

  Dec 2015 - Jun 2024

  • Partner | GPM Renda Fixa

    Feb 2021 - Jun 2024

  • Partner | Renda Fixa Novos Produtos

    Sept 2019 - Feb 2021

  • Partner | Renda Fixa Offshore

    Apr 2018 - Sept 2019

  • Produtos | Renda Fixa

    May 2017 - Apr 2018

  • Distribuição Renda Fixa

    Dec 2015 - May 2017
• 

  Itaú BBA

  Jun 2024 - now

  Produtos Markets