Maurício K
MBA, Finance & Accounting professional with over 15 years of experience in Banking, Finance, Accounting, and Tech Industries.
- Role
- Financial Advisor, Co-founder Partner, Xp Investments - Rd Investimentos Office at Xp Investimentos
- Location
- Lake Forest, CA, US
- LinkedIn followers
- 500 followers
About Maurício K
MBA | Finance & Accounting Specialist - Highly skilled and adaptable professional with…
Experience
Financial Advisor, Co-founder Partner, Xp Investments - Rd Investimentos Office
Sep 2017 — Present · Sao Paulo, BR
Co-founded a startup investment office with partners, achieving recognition as a top 10 investmentoffice within one year, demonstrating strong expertise in business development and growth.• The office manages a client portfolio exceeding $1 billion.• Engaged daily with clients across various industries including hedge funds, venture capital funds, private equity funds, real estate, and family offices.• Collaborated with the Research Team to identify high-potential investments by analyzing financialmodels, reports, and market trends.• Analyzed diverse company financial reports and benchmarked key metrics to support strategicinvestment decisions.
Education
Universidade Estadual de Campinas
Bachelor of Arts
2005 — 2009
FGV
MBA - Entrepreneurial Management
2015 — 2017
Centro Universitário Moura Lacerda
Bachelor of Arts - BA
2009 — 2012
Skills
- Mercados Financeiros
- Powerpoint
- Microsoft Excel
- Microsoft Powerpoint
- Estratégia Empresarial
- Spanish
- Gestão De Riscos
- Português
- Inglês
- Fundamental Analysis
- Technical Analysis
- Trade Finance
- Finanças
- Day Trading
- Planejamento Estratégico
- Análise Financeira
- Traders
- Investimentos
- Cma
- Serviços Bancários
- Operações Comerciais
- Microsoft Office
- Banking
- Operating Systems
- Liderança De Equipe
- Finanças Corporativas
- Planejamento Empresarial
- Microsoft Word
- Gestão De Carteiras
- Negociação
- Patrimônio Líquido
- Atendimento Ao Cliente
- Espanhol
- Swing Trading
- Derivatives
- English
- Economia
- Gestão
- Financial Markets
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