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Matheus D.

Matheus D.

Financial Assistant

Followers of Matheus D.2000 followers
location of Matheus D.São Paulo, Brazil

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  • Timeline

  • About me

    Sales Trader (BM&F) | XP Investimentos

  • Education

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

      -
      Bachelor's degree Administration

  • Experience

    • Rentokil Initial

      Jan 2017 - Jan 2019
      Financial Assistant

      Carried out bank reconciliation of accounts payable and receivable, payment entries, cash flow, and reported to accounting.

    • Universal Soluções Automotivas

      Jan 2020 - Jan 2021
      Treasury

      Actively managed the company's cash flow, payments, and reporting to the controller.

    • BTG Pactual

      Jan 2021 - Jul 2022
      Advisor | B2B

      Prospecting compatible clients and guiding them in investment decisions with their suitability. Resolved doubts about the products. Received orders from customers to buy or sell and transmitted them to the trading systems of the B2B channel brokers.

    • XP Inc.

      Jan 2022 - now

      Experienced Variable Income Operations Professional with expertise in operational analysis, market monitoring, operational adjustments, and trading behavior management. Proficient in order clearing, team training, BM&F intermediation, and derivative strategy development for the B2C channel. Committed to maximizing results and continuously enhancing trading operations.

      • Sales Trader (BM&F)

        Jun 2023 - now

      • Advisor | B2C

        Jan 2022 - Jan 2023

  • Licenses & Certifications

    • PQO - Operações (Programa de Qualificação Operacional da B3)

      B3
      Jun 2024

    • AAI (Agente Autônomo de Investimento)

      ANCORD
      Jun 2022

    • CPA-20 (Certificação Profissional ANBIMA Série 20)

      ANBIMA
      Aug 2022