Assisting 15+ clients, large & medium-size, domestic & multinational companies in the public and private sectors
Assisting clients on the implementation and re-design of retirement plans
Assisting clients in benefits harmonization during M&A processes
Assisting clients on analyzing healthcare liabilities and re-designing the benefit
Assisting clients on the selection of most adequate financial vehicle for the pension plan (insurance companies vs. self, trustee vs. multi-sponsored funds)
Assisting clients with HR communication with respect to M&A issues, benefits implementation or changing benefits
Assisting clients on the analysis of legal documents such as, but not limited to, bylaws and agreements for Closed Entities and Plan Enrollment to Insurance companies Leader of Retirement New Products and Services, including definition of marketing strategies
Leader of Pension Plan communication area
Developing and Managing Mercer's Pre-Retirement planning program and the financial education program
Managing services provided to 401(k)-type of plans
Responsible for defining special Mercer Retirement events
Performing second opinion on actuarial results
Supervising Actuarial Valuations of retirement plans and other post-career benefits, with results presentation under CVM, FASB & IFRS's accounting guidelines Supervising Due Diligences on retirement plans, for auditing or privatization matters
Conducting internal and external courses and seminars on retirement planning and communication
Training retirement teams Managing 4 people
Mercer-BR Spokesperson
Between 2005~08, implemented the bundled outsourcing pension plans solution and managed the outsourcing area (around 100 people), serving 40 trustee funds
Best sales performance, Mercer-BR consultants. 2008
Best sales performance, Mercer Retirement Brazil, 2nd quarter 2011

Responsible for the investment desk at BMD's main branch.