Leandro Guerra

Senior Partner @ One Investimentos

About

Professional with over 20 years of experience in the financial market and banking sector. I have built a strong portfolio of clients and relationships wherever I went. At a certain point, I reached a limited level of hierarchical evolution within traditional organizations and started looking for something that would challenge me. I saw in One as a young company, with great potential for evolution and professional growth, in which I contribute a lot with my experience. One of the greatest assets of our team is to unite professionals entering the market, with energy and willingness to learn, with the seniority of those who have a lot of background and experience to contribute to the evolution of the business. One Investimentos exists to transform the investment territory and preserve our clients' assets. My current challenge is the expansion of One in Brazil, bringing more senior professionals to our team, responsible for the development and generation of business locally. We look for people who are experienced and passionate about what they do, who seek to build lasting relationships and exceed expectations. We believe that walking side by side we grow more and with greater speed. Would you like to work in a financial market company with strong potential for professional growth? Discover our open positions: oneinv.com/faca-parte-do-time/Feel free to get in touch with me!

Country

Brazil

City

São Paulo

Industry

Financial Services

Skill

Portfolio Management, Budgeting, Credit, Analysis, Risk, Budgets, Financial Risk, Banking, Corporate Finance, Credit Risk, Finance, Financial Analysis, Fixed Income, Investment Banking, Management, Negotiation, Private Banking

Experience

Senior Partner

One Investimentos

2023-9 - Present · 3 yrs 1 mo

São Paulo, Brasil

SENIOR PARTNER & HEAD DE EXPANSÃO

One Investimentos

2017-9 - 2023-9 · 6 yrs 1 mo

São Paulo, Brasil

My current challenge is the expansion of One in Brazil, bringing more senior professionals to our team, who are responsible for the development and generation of business locally. We look for people who are experienced and passionate about what they do, who seek to build lasting relationships and exceed expectations. We believe that walking side by side we grow more and with greater speed. Would you like to work in a financial market company with strong potential for professional growth? Discover our open positions: oneinv.com/faca-parte-do-time/

Private Banker

Santander

2011-10 - 2017-8 · 5 yrs 11 mos

Brasília, Distrito Federal, Brasil

• Assembly of portfolios • Financial Advisor

Planning Manager in Private Banking

Santander

2008-5 - 2011-10 · 3 yrs 6 mos

Brasília, Distrito Federal, Brasil

• Development of management and control tools for Private Banking • Monitoring of KPIs: assets under management, spreads and results • Product mix analysis seeking the best return on the assets of the business portfolio • Presentation of Results to the Executive Committee • Reporting to the headquarters in Madrid • Negotiation with product departments

Senior Strategic Planner Analyst

Santander

2006-9 - 2008-5 · 1 yr 9 mos

Brasília, Distrito Federal, Brasil

• Development of control reports for the Santander Executive Committee • Research on potential cross-selling products, creating synergy between them • Seek to improve commercial and operational efficiency by developing specific projects • Competition monitoring

Corporate Analyst

Santander

2006-1 - 2006-8 · 8 mos

Brasília, Distrito Federal, Brasil

• Prospecting for new customers • Backup of the Relationship Manager during vacations and negotiation • Contact with customers • Credit analysis and defense for companies seeking financial resources