Unique mix of research, strategy & analysis
Education
MBA from Columbia Business School
Focus: Finance and Management
Graduate degree from Fundação Getúlio Vargas
Focus: General Management
Bachelor Degree from ESPM – Escola Superior de Propaganda e Marketing
Focus: Social Communications
Activities: Graduated first in class, Summa Cum Laude
Work Experience
Founder at Oakhouse Insights
Oct 2014 – present New York
Consulting services with focus on Business Strategy, Market Research, Competitor Analysis, Data Analysis, Marketing Strategy, and Product Development.
Recent engagements include projects for SAP, AB Inbev, Walmart, Fidelity, Pfizer, GE, Walt Disney, Pepsico, Goldman Sachs, Intuit, Dell, Staples and Goodyear.
Corporate Strategy Director at UBS Financial Services
Jan 2012 – May 2013 New York City Metro Area
Led multiple cross-functional strategic projects in finance, sales, product management, customer experience, pricing, competitive benchmarking and market research.
Project Manager, Market Strategy & Analysis at UBS Financial Services
Jan 2009 – Dec 2011 New York City Metro Area
Led qualitative and quantitative research to gather insights that drove UBS strategy. • Developed data analysis leading to various changes within the organization, from compensation to technology.
Lead Associate, Business Strategy Development at UBS Financial Services
Aug 2007 – Dec 2008 New York City Metro Area
Worked on strategic projects aimed at increasing revenues and profitability, including client experience, product offering, client segmentation, talent management, and organization restructuring. • Built financial models, and drove quantitative and qualitative analysis.
About Me
I have a unique background that combines deep expertise in business strategy, market research and data analysis across a wide set of industries and sectors.
I was part of the corporate strategy & research teams at UBS for six years, where I was responsible for driving strategic and market development across key functional areas, including finance, product management, marketing, distribution, and resource management. Projects included business planning, financial modeling and forecasting, restructuring, competitive analysis and research.
Through Catalant I have supported dozens of organizations with strategy and research over the last six years, including multiple Fortune 500 organizations in Financial Services, Technology, Retail, CPG (Food & Beverage, and other FMCG), Diversified Industrials, Pharmaceuticals and Health Care, among others.
Qualifications
Project Categories
- Value Creation Strategy
- Strategic Planning
- Strategic Transformation Project Management
- Business Impact Analysis
- Data Science & Analysis
- Data Visualization
- Robotic Process Automation (RPA)
- Benchmarking
- Big Data & Analytics Project Management
- New Market Entry
Industries
- Consumer Services
- Technology
- Manufacturing
- Travel & Hospitality
- Industrials
- Retail
- Financial Services
- Consumer Goods
- Private Equity
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