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Marcelo Sant' Anna - Partner

Marcelo has spent over 15 years in technology, strategy, and finance working as a C-Level adviser for Global-100 companies that operate with strong capital markets exposure and high demand for government compliance requirements.

Marcelo's international experience covers Americas, Western Europe and East Asia and his main areas of expertise are:

  • Information Technology and Cloud Engineering

  • Data Science, Analytics and Business Intelligence Systems

  • Drones, Robotics and IoT (Internet of Things) Systems

  • Business Strategy and GRC (Governance, Risk & Compliance)

  • Corporate Finance, Capital Markets, and Financial Intelligence Systems

Marcelo’s advisory assignments typically revolve around continuous improvement programs to advance IT systems, business intelligence, and governance.

Very commonly, these programs comprise of streamlining data science platforms and processes while conducting mission-critical analytics of massive data pools in compliance with federal, state, local and international regulations.

IBM, Santander, JPMorgan, Alstom, Vodafone, Siemens, and Iberdrola are some of the global conglomerates that Marcelo has worked with.

  • Over 20 years of deep experience in technology and finance working in deal-making, due-diligence, business processes modeling and systems integration for M&A transactions on behalf of heavily regulated multi-national conglomerates.

  • Experience in structured financial operations and deal-making ranging from a couple of million dollars to several billion dollars, from start-ups to multi-nationals.

  • Certified investment banking principal (FINRA 24/79) specialized in TMT portfolio companies.

  • Solid experience building, securing and keeping compliance, fast-paced decision-making business process and systems in capital markets and banking.

  • Extensive business advisory to C-level decision makers across multiple geographies in diverse industries such as finance, technology, energy and retail.

  • Deep expertise in strategy and quant methods for risk managment and performance management. 

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Education: PhD, Information Systems, Catholic University of Rio, Executive Studies in Economics, MIT/Sloan


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