Rodolfo Menezes
Customer Success Leader
- Role
- Securities & Derivatives Analyst at Citi
- Location
- Tampa, FL, US
- LinkedIn followers
- 500 followers
Experience
Securities & Derivatives Analyst
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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