Verified recordInvestment Management

Ulisses Assad

Investment Consultant at Rio Claro Investimentos

Based in São Paulo, Brazil

View on LinkedIn

7-day free trial · no credit card

Seniority

Staff

Department

Finance & Accounting

Location

São Paulo

Industry

Investment Management

Company size

31

Contact information

Reveal Ulisses's email and phone

Direct contact data is gated. Sign up and reveal. You only pay for verified records.

Email

1 credit

u•••••••@rioclaro.com.br

Phone

5 credits

+55 ••• •••• ••••

You only pay for valid records. Bounced emails and disconnected numbers cost nothing.

Background

About Ulisses Assad

I am an entrepreneur by nature, ever since I made my first sale at the age of eight, selling drawings at the entrance of my neighborhood, I have sought opportunities to create value. Today, as a operations manager, I have accumulated experience leading my own ventures and, more recently, building a high-impact career at Dr.Cash. At Dr.Cash, I had the opportunity to participate in the company’s development from its inception, contributing to its achievement of a R$220 million valuation. We have led the financing of over R$300 million, making the dreams of more than people come true. I was responsible for obtaining banking correspondent certification, designing the operational flow of the platform, and implementing and optimizing our CRM and chatbot systems. Structured and led the marketing and customer service teams, achieving an NPS above 86 points and peaks of 6,500 daily chat interactions. Identified and resolved the issue of abandoned carts by creating the Inside Sales team, which recovered over R$50 million in stalled contracts. Developed a field team to train partner clinics in sales processes and service excellence. Structured the ombudsman area, implemented registration and ongoing policies, and created a scoreboard for evaluating and segmenting partner clinics, raising the operational quality of the business. I am driven by challenges and my mission is to continually enhance my knowledge in operational excellence, customer satisfaction,scalable business, risk management and fraud prevention. I have FBB100 certification, FFN and a master in AI for business, currently deepening my expertise through various specialized courses like ANCORD and Lean Six Sigma Master Black Belt. I seek to connect with professionals who share a passion for problem-solving and making a positive impact on people’s lives. If you also believe in the power of collaboration and innovation, let’s connect! Contact: WhatsApp +55 11 99694-4469 | ulissesaf@gmail.com Risk Management | Compliance | Fraud Prevention | Governance | Internal Controls | Data Analysis | Auditing | Mitigation | Due Diligence | Monitoring | Innovation | Digital Transformation | Process Automation | Continuous Improvement | Operational Quality | Efficiency | Customer Experience | Performance Indicators | Process Management | Culture of Excellence

Decision-makers

Other people at Rio Claro Investimentos

Browse the Rio Claro Investimentos team →

Build a list of verified contacts at Rio Claro Investimentos

Free for 7 days · 50 credits · no card · only pay for verified records.

Start free

Reach more buyers like Ulisses

250M+ professionals with verified email and phone. You only pay for records that actually verify.

7-day trial · no credit card · cancel anytime

Ulisses Assad Email & Phone Number @ Rio Claro Investimentos | Kipplo Discover