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Lucas De Moraes Silva, CFP®

Lucas De Moraes Silva, CFP®

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location of Lucas De Moraes Silva, CFP®São Paulo, São Paulo, Brazil

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  • Timeline

  • About me

    Partner at Mowe Investimentos

  • Education

    • Fundação Getulio Vargas

      -
      Finance and Financial Management Services

    • Pontifícia Universidade Católica de São Paulo

      -
      Business Administration and Management, General

  • Experience

    • HSBC Global Banking and Markets

      May 2011 - Apr 2016

      - Responsible for Finance (USD 50 MM/year) - Control Actual x Forecast- Corporate Governance Establishment- Manage 4 member staff- Balance Scorecard, KPIs (Key Performance Indicators) and KRIs (Key Risk Indicators)- Strategic Planning - Providing Information to key decisions- Control Open Vacancies and Headcount processes (~400 Employees)- Strong relationship with Global Markets Sales & Trading, Products, IT, HR and Project areas

      • FP&A Business Manager

        Oct 2013 - Apr 2016

      • Treasury Business Management

        May 2011 - Sept 2013

    • Bradesco BBI

      May 2016 - Apr 2017
      Financial Planning & Analysis Manager

    • Safra

      May 2017 - Apr 2019
      Private Bank

    • Certa Investimentos

      Apr 2019 - Mar 2021
      Founding Partner

    • Mowe Investimentos

      Mar 2021 - now
      Partner

  • Licenses & Certifications

    • CFP - Certified Financial Planner

      Planejar - Associação Brasileira de Planejadores Financeiros

    • CPA-20

      ANBIMA

    • Agente Autonomo de Investimentos

      ANCORD