Gabriel Maksoud Moraes Corrêa, CFP®

Product Owner of the Equities & Futures Experience Squad at Rico, a company from XP Group and one of the biggest independet brokers in Brazil. My activities were: - Prioritize squad backlog based on data; - Work with stakeholders to define the Product Roadmap (Strategic Planning); - Communicate effectively to the organization about product development (roadmap); - Search on national and international competitors (benchmarking) in order to prioritize and develop what most adds value to the user experience in the variable income market; - Project Management: Collect business and system information together with internal collaborators and external partners to refine the items to be developed by the development team, organizing them in a timeline (sprints) to give greater predictability of delivery to stakeholders and interested members; - Analyze KPI's that show the performance / improvement of each feature implemented by the Squad, as well as present them to the board and other interested parties; - Lead a multifunctional team with 4 developers, 1 UX designer and 1 marketing analyst.

As member of the FP&A department, I was Equities and Futures Business Controller (trading and sales) and supported the 3 brokers of the XP Group: XP Investimentos, Rico and Clear. - Financial Reporting ("DRE" / Income Statement); - Development of Dashboards and Operational Reports (Performance by Product, Region, Type of Client, B2B Partner, Market, among other categories) in Excel, Powerpoint and Tableau; - Propose and implement business strategies based on data analysis and market studies to boost the company's goals and results, among them the increase of Revenue, increase of Market Share and reduction of costs and expenses (Burget vs Forecast).

Support retail clients and Investment Advisors on: - Equities - Futures - Options - Long & Short - Trading Platforms - Risk - Technical Analysis - Fundamental Analysis - Structured Products

As member of the Projects Area, I've actively participate in the activities: - Assist the Master Black Belt Analysts in training and executing Six Sigma and Kaizen Projects to improve processes of the bank's areas of Operations, Middle Office and Products; - Development of Project Reports (follow-up, results); - Manipulate the area's KPIs through dashboards.