o
otavioberti26

Otavio B

@otavioberti26

CLevel Executive

Brasil
Português, Espanhol, Inglês
Algumas informações são exibidas no idioma inglês.
Sobre mim
I help companies and leaders design strategies that stand the test of time, especially in transforming sectors like mobility and energy. I have over 20 years of experience in financial strategy, risk management, and business expansion.... Saiba mais

Habilidades

o
otavioberti26
Otavio B
offline • 

Conheça meus serviços

Estratégia de Negócio e Inovação
I will provide financial modeling, valuation and corporate finance strategy
A partir deUS$ 150 /projetoMais detalhes

Experiência profissional

HSBC

HSBC

Período integral • 4 yrs 3 mos

Senior Investment Consultant

Apr 2004 - Apr 2006 • 2 yrs

Served clients with portfolios between R$300,000 and R$5 million, ensuring alignment with personalized strategies. Supervised investment operations, including calculating variable bonuses for commercial teams.

Commercial Trainee

Jan 2002 - Apr 2004 • 2 yrs 3 mos

Commercial Trainee, with 6 months of training at the Brazil Headquarters (Curitiba), learning about all areas of the Bank, Cards and Insurance Company; Worked in São Paulo as a Individual Client Manager (retail), Corporate Client, High Income and General Agency Management.