Sunteți pe pagina 1din 3

Priscila Molina

Rua Vupabussu, 219 #23A – Pinheiros – 05429 – 040


Cel: (11) 9276 1946 - molinapriscila@hotmail.com
Experience:

2007-Present SAFDIE PRIVATE BANKING Sao Paulo, Brazil

Financial Advisor

• Responsible for the offshore accounts advisory to officers based in Geneva and rep offices around Latin America.
• Acted as the liaison with head office in Geneva.
• In charge of managing relationship with Brazilian and global financial providers.
• Conducted reviews of clients' financial circumstances vis-à-vis current scenarios, provisions and future aims.
• Worked with officers in order to promote portfolio monitoring, readjustments and suitability for their clients and designed financial strategies.
• Provided officers with information on new and existing offshore products and services.
• Co-managed an in house offshore fund-of-hedge fund with the Geneva office. Responsible for the due diligence on the funds, NAV, performance reporting,
and the monthly letter to investors.

2004-2006 STANFORD GROUP MEXICO México, México

Financial Advisor

• Participated in managing over US$100 million in offshore investments for high net worth clients.
• Performed wide array of financial services for clients, including trust accounts, international banking companies, back-to-back loans and standard
brokerage investment products.
• Troubleshoot and resolve problems and inquiries in an expedite manner for outstanding customer service
• Successfully completed four-month hands on training in Houston (USA) and Antigua (British Caribbean): Private Banking, Client Services, Client Accounts
and Client transactions departments.

2003 PRIME ACTION CONSULTING México, México

Independent Consultant

• Developed and managed proposal and presentation for a mystery shopper engagement for GMAC to assess processes and procedures deviations within
the network of GM distributors, deviations for auto loans.
• Developed and managed proposal development and presentation for a customer service model gap analysis and training engagement for HSBC.

2001 UNIBANCO São Paulo, Brazil

Financial Advisor

• Responsible for managing assets of high net worth individuals both onshore and offshore investments. Managed portfolio by developing varied investment
strategies for clients depending on factors such as currency risk, growth, income, and leverage.
• Started prospecting initiative by targeting new money generated through corporate finance deals outside of the bank’s own department.

1999–2000 SAFRA NATIONAL BANK OF NEW YORK New York, US

Financial Advisor

• Responsible for developing and advising private banking clients on different investment strategies and tailor made portfolio allocations.
• Developed equity analysis to implement investment strategies such as merger arbitrage and covered calls.
• Assisted in managing the investment funds area, including launching the in-house fund.
• Produced investment fund due diligence in order to meet clients specific investment needs.

1998 LAI WARD HOWELL& QUORUM ASSOCIATES New York, US / London, UK

Consultant

• Consultant for Head of Private Equity Asia and Latin America MD positions: developed market research required for pitching a Private Equity search
mandate for a bulge bracket investment bank.
• Developed search mandate pitch through market research and candidate identification, which resulted in a major contract with top European investment
bank for Latin America Head of Equities.

Summer 1997 FIRST CHICAGO NBD New York, US

Summer Associate Trade Finance

Structured and negotiated proposals for export financing of capital goods combined with a Brazilian incentive government program (PROEX Program).
• Established and managed relationships with other banks, working closely with top management to originate business.
• Managed the short-term portfolio in order to keep the level of investments by buying and selling assets.

1994-1996 AC NIELSEN BRASIL São Paulo, Brazil

Account Executive
Priscila Molina
Rua Vupabussu, 219 #23A – Pinheiros – 05429 – 040
Cel: (11) 9276 1946 - molinapriscila@hotmail.com

• Developed Client Service reports on Marketing Research analysis and evaluation of Nielsen market data.
• Recovered major key client accounts such as PepsiCo Frito-Lay in Brazil, Bayer Brazil, Swift Armour do Brasil.
Priscila Molina
Rua Vupabussu, 219 #23A – Pinheiros – 05429 – 040
Cel: (11) 9276 1946 - molinapriscila@hotmail.com

Education:

NEW YORK UNIVERSITY New York, US

Leonard N. Stern School of Business

Master of Business Administration, May 1998

Emphasis in Finance

UNIVERSIDADE DE SÃO PAULO São Paulo, Brazil

Bachelor in Economics, Dec. 1993

• Fiat SpA Monograph International Award/93 - Special Honor for Monograph on Industry and Environment.

Additional:
• Native speaker of Portuguese, fluent in English and Spanish, advanced French.
• Certification CPA 20 ANBID and Agente Autônomo de Investimento.
• Centro Culinario Ambrosia MX: Continuing Education Qualification Program in Culinary Arts (2002-2004)
• IAESTE (UNESCO) – International Trainee Program during the summer of 1993 in Moscow, Russia.
• Volunteer at a group that works with animal assisted therapy www.doutorcao.com.br