Guilherme Costa

Banker in the Unique segment at XP Inc., providing advisory services to high-net-worth clients, delivering tailored investment solutions and leveraging specialized teams, including international and corporate, for a comprehensive wealth approach.

Managed high-net-worth and private clients, working closely with Wealth Management and Multi-Family Office structures. Structured estate planning and wealth solutions, including offshore arrangements. Sourced and allocated investments. Provided support to corporate clients in collaboration with credit and securitization teams. Focused on long-term client relationships and portfolio growth. Monitored targets with a strategic outlook. Committed to governance, compliance, and risk mitigation.

Strategic Leadership in Commercial Management of a Nike Store, Focused on Driving Sales Performance, Enhancing the Premium Customer Experience, and Strengthening the Brand's Local Market Presence. Responsibilities: - Sales and Target Management: - Develop and implement commercial strategies to meet and exceed sales targets and KPIs set by the company. - Analyze store performance, identify opportunities, and make adjustments to maximize financial results. - Team Leadership: - Coordinate, recruit, train, and develop a sales team focused on delivering excellence in customer service. - Set clear goals, monitor individual performance, and create development plans for the team. Customer Experience: - Ensure a differentiated shopping experience aligned with Nike’s values, fostering customer engagement and loyalty. - Handle customer issues and feedback for continuous improvement. - Inventory and Merchandising Management: - Oversee inventory control, including restocking and inventory management to prevent shortages or excess stock. - Ensure visual merchandising is consistently aligned with global brand guidelines and appealing to the local consumer. - Store Operations: - Ensure compliance with Nike’s operational standards, including internal policies, safety, and Australian regulatory requirements. - Plan and execute seasonal promotions, product launches, and local events.

Responsible for providing customized financial solutions to Private clients, with a focus on wealth management, investments, and financial planning, ensuring excellence in service and long-term relationship preservation. Responsibilities: - Private Client Relationship Management: - Identify, prospect, and retain high-net-worth and/or ultra-high-net-worth individuals (UHNWI). - Maintain an exclusive portfolio of clients, ensuring consultative and personalized service aligned with each client’s financial goals. - Investment Advisory: - Analyze clients’ risk profiles, financial objectives, and assets to develop tailored investment strategies. - Present and recommend a diversified range of financial products, including fixed income, equities, exclusive funds, pension plans, and structured products. - Continuously monitor portfolio performance and strategically realign based on market conditions. - Wealth and Succession Planning: - Develop strategies for wealth preservation and succession planning, including exclusive funds and customized legal structures. - Provide advice on tax and legal matters related to wealth management. - Market and Product Analysis: - Monitor global economic and financial trends to identify opportunities and mitigate risks. - Stay up-to-date on innovative financial products and market regulations. - Goal Management and Achievement: - Align with commercial goals set by the financial institution, contributing to revenue growth and profitability within the Private segment. - Collaborate with internal teams such as Research, Trading Desk, and Compliance to ensure the best client service.

Responsible for supporting the activities of the Investor Relations department, ensuring transparent and strategic communication between the company and its stakeholders, including investors, analysts, regulatory bodies, and the financial market. Responsibilities: Market Communication: Support in the preparation and dissemination of market communications, material facts, quarterly results, and annual reports (e.g., Reference Form and ITR). Assist in drafting and reviewing presentation materials for investors, including roadshows and meetings. Analysis and Reporting: Participate in analyzing the company’s financial and operational results to support investor communications. Monitor and analyze information about competitors, industry trends, and market movements relevant to Log. Support for Events and Meetings: Organize quarterly earnings conferences, including preparing presentations and managing Q&A sessions. Assist in logistics for meetings with investors, analysts, and regulatory bodies, such as roadshows and shareholder assemblies. Stakeholder Monitoring and Engagement: Provide support in responding to inquiries from investors and analysts through official channels (email, phone, and IR website). Continuously update the IR website with relevant and mandatory information.

Commercial Role Focused on Serving Industrial Segment Business Clients, Strengthening Strategic Partnerships, Identifying Business Opportunities, and Ensuring Alignment of Solutions with Client Demands. Responsibilities: 1. Client Service and Relationship Management: - Manage a portfolio of industrial segment clients, ensuring personalized and efficient service. - Establish and maintain long-term relationships, understanding client needs and challenges to propose value-added solutions. 2. Sales and Target Management: - Assist in preparing commercial proposals, pricing quotes, and negotiating contracts within Gerdau’s commercial policies. - Monitor sales targets and performance indicators (KPIs), ensuring the achievement of established goals. 3. Commercial Analysis and Planning: - Conduct market analysis and sales performance reviews, identifying trends, opportunities, and areas for improvement in the commercial process. - Participate in strategic planning for business expansion in the industrial sector. 4. Coordination with Internal Teams: - Act as a liaison between the client and internal departments (logistics, production, and credit), ensuring alignment and timely, high-quality product delivery. - Monitor order, production, and delivery processes, resolving any discrepancies or delays. 5. Technical Support and After-Sales Service: - Assist clients with inquiries about product specifications and industrial applications, collaborating with technical teams when necessary. - Ensure customer satisfaction post-delivery, monitoring after-sales service and proposing improvements. 6. Market and Competitiveness Analysis: - Monitor competitors and identify trends in the industrial sector to adjust commercial strategies and propose competitive differentiators.

Um programa focado em princípios de gestão e práticas empresariais, abordando liderança, estratégia, marketing e gestão de recursos humanos. Desenvolve habilidades práticas e teóricas, com ênfase em inovação e empreendedorismo, preparando para desafios do ambiente de negócios e oportunidades de avanço na carreira. Ideal para quem busca iniciar um negócio ou prosseguir com estudos adicionais.

curso que proporciona uma formação abrangente em teoria econômica, finanças e análise de dados. O programa desenvolve habilidades analíticas e críticas, preparando os alunos para atuar em diversas áreas, como mercado financeiro, consultoria e políticas públicas. Com ênfase em práticas de mercado e estudos de caso, o curso capacita os graduados a enfrentar desafios econômicos contemporâneos e a tomar decisões informadas.