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Otavio B
@otavioberti26
CLevel Executive
Brazil
Portuguese, Spanish, English
About me
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.
Skills
Otavio B
Offline •
See my services
Business Strategy & Innovation
I will provide financial modeling, valuation and corporate finance strategy
Work experience
HSBC
Full-time • 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.
