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Ronaldo Carvalho

Corporate Strategy @Western Asset Management

Pasadena, CA, US
EMAILS
r••••••••@westernasset.com
MOBILE NUMBERS
+16•••••••72

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WORK HISTORY

Dec 2005 — Present

Corporate Strategy @Western Asset Management

Los Angeles, CA, US

Trusted strategic partner to the CEO at Western Asset, contributing to high-level decision-making across global business functions, product innovation, and market positioning.Directly involved in the development and execution of the firm’s corporate strategy, including the formulation of key goals and objectives, preparation of Board of Directors presentations, and identification of M&A and strategic partnership opportunities.Play a key role in the oversight of the firm’s international footprint, providing ongoing assessments of business performance, product positioning, and market dynamics.Work closely with the Director of Global Client Service & Marketing and the Director of Investment Operations on firmwide initiatives, while also leading engagements with top-tier consulting firms.Develop forward-looking thought leadership and maintain active dialogue with industry influencers to inform the firm’s long-term vision and competitive strategy.

EDUCATION

1991 — 1995

BA - UFRJ - Universidade Federal do Rio de Janeiro, Brazil

Bachelor, Business Administration

2000 — 2001

MBA - UFRJ - Universidade Federal do Rio de Janeiro, Brazil

MBA lato sensu, Management & Business Economics

2011 — 2012

Executive Program - UCLA Anderson School of Management, California, US

Executive Program, Organizational Leadership, Business Management

N/A

Languages:

Fluent in Portuguese, English and Spanish

SKILLS

Financial AnalysisThought LeadershipFinancial ModelingAsset ManagmentStrategic Financial PlanningCapital MarketsBusiness PlanningMutual FundsBusiness StrategyProduct DevelopmentFixed Income

ABOUT RONALDO CARVALHO

Ronaldo Carvalho is a seasoned C-suite advisor with 28 years of international experience in financial services, providing strategic counsel to executive leadership teams. A trusted partner to the CEO, he oversees Corporate Strategy at Western Asset, a global fixed income manager with $250 billion in AUM, playing a central role in shaping firm-wide direction and driving high-impact decisions across global product innovation, talent strategy, and market positioning.He is directly involved in the development and execution of the firm’s corporate strategy, including the articulation of strategic priorities, engagement with the Executive Board, and identification of growth opportunities. Ronaldo also leads firm-wide assessments of business performance, product relevance, and competitive dynamics—translating insights into forward-looking thought leadership that drives short-term efficiency gains and informs the firm’s long-term vision and positioning.Prior to joining Western Asset in 2005, he led Corporate Strategy for Latin America at Citigroup Asset Management.Ronaldo is a graduate of the UCLA Anderson Executive Program and holds degrees in Management and Business Economics, as well as a Bachelor of Arts from UFRJ in Brazil. He is trilingual in English, Portuguese, and Spanish.

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