Rodolfo Menezes

Customer Success Leader

Role
Securities & Derivatives Analyst at Citi
Location
Tampa, FL, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

Experience

  1. Securities & Derivatives Analyst

    Citi

    Jan 2025 — Present · Тампа, FL, US

    Perform operational activities during the phases of client Onboarding, Implementation, Administration, and Termination according to the Agency & Trust deal agreements- Evaluate and process documentation related to Issuers Services Ops LATAM- Review instructions request information received by clients and apply internal require controls in accordance with Agency & Trust contracts- Review metrics and related data controls for all performed activities as defined by bank Policies and/or internal stablished controls- Support on the preparation of the monthly (internal) financial statements of the trust agreements;

Education

  • Brookdale Community College

    A.S., Business Administration and Management, General

  • Universidade Federal de Sergipe

    Bacharelado em Administração, Administração, Negócios e Marketing

    2009 — 2013

  • INSTITUTO CANADÁ

    Língua Inglesa

    2009 — 2014

  • Estácio

    Master of Business Administration (MBA), Gestão de Projetos

    2014 — 2016

Skills

  • Planejamento Estratégico
  • Gestão De Informações
  • Desenvolvimento Organizacional
  • Microsoft Excel
  • Microsoft Office
  • Gestão De Serviços De Atendimento Ao Cliente
  • Análise Estrutural
  • Liderança

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Rodolfo Menezes — Securities & Derivatives Analyst at Citi in Tampa, FL, US | Unifers