Unique mix of research, strategy & analysis


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.


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


  • Consumer Services
  • Technology
  • Manufacturing
  • Travel & Hospitality
  • Industrials
  • Retail
  • Financial Services
  • Consumer Goods
  • Private Equity

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