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Claudio Bokel

CEO @Intra

São Paulo, BR
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Sep 2022 — Present

CEO @Intra

Sao Paulo, BR

Effectively manage and align the organization\'s assets, investment funds and holding company. Establishing robust and transparent governance processes, focusing on financial management and creating consistent policies and processes that meet the needs of our internal teams, customers, investors and shareholders. Implementing forward-thinking risk and credit policies, a strong code of ethics and a clear sustainability policy, while planning and managing our annual budget and communication and marketing strategies help and ensure that the company remains competitive in the changing business, while also meeting the needs of our stakeholders.

EDUCATION

2019 — 2019

NYU Stern School of Business

Advanced Corporate Finance

1990 — 1997

Universidade do Estado do Rio de Janeiro

Bachelor's degree, Economics

2020 — 2020

StartSe

Silicon Valley Mission, Fintechs

2000 — 2001

Fundação Getulio Vargas

Master of Business Administration - MBA, Corporate Finance

2003 — 2005

Ibmec

Master's degree, Business Administration

2014 — 2014

Insper

Executive Education, Finance

ABOUT CLAUDIO BOKEL

Solid professional experience in Latin America Financial Sector, dominating Banks, medium and large companies, responsible for hiring and leadership team for Nationwide. • Economic financial analysis of companies for credit assessment. • Experience in fundraising appeal, funds and investment assets. • Leading business: training, development of marketing plans, along with motivation campaigns. • Expertise in strategic planning, sales training, portfolio profile, customer relationship and loyalty. • Economic and financial valuation of companies, including identification of opportunities for mergers and acquisitions in midsize and large enterprises. • Extensive knowledge in credit transactions, currency exchange, loans, financing, cash Flow management, investment portfolios and trade finance operations. • Experience in conducting negotiations and financing for viable projects and expansions. • Negotiation with BNDES. • Focus on results and improvement of processes.

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