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@marcoandraros

Marco Rosa

B2B Sales Leader & Financial Analyst | AI & F

Available immediately

About

I am a results-driven B2B Sales Leader and Financial Analyst with over 7 years of experience managing high-ticket corporate relationships and technology solutions. I specialize in bridging the gap between technical complexity and business outcomes. Throughout my career, I have successfully scaled an institutional wealth portfolio from $30M to over $155M USD, structured a BRL 100M corporate credit trust, and co-founde…

Skilled in

B2B Sales
Account Management
Financial Modeling
Credit Analysis
M&A Advisory
Outbound Prospecting
CRM Automation
HubSpot
Python
LLM Integration
Business Development
Contract Negotiation
M&A
Valuation
Outbound
SaaS
Fintech
AI
SQL
Excel

Languages

English: Fluent

Portuguese: Native

Spanish: Professional

Employment History

Sales Advisory at Otim.AI (2025 - 2026)

Partner & Senior Account Executive at Profitto Growth (BTG Pactual Partner) (2022 - 2026)

Financial Advisor & Analyst at Eurostock Investimentos (XP Affiliate) (2020 - 2022)

M&A Corporate Development Analyst at Laureate Universities (now Ânima Education) (2017 - 2019)

Strategy & Financial Analyst at Indigo Group (2019 - 2020)

Side Projects

Project Antigravity (2025 - 2026)

Education

Bachelor of Science in Civil Engineering at UFRGS (Universidade Federal do Rio Grande do Sul) (2013 - 2017)

Post-Graduate Degree in Project Management at FGV (Fundação Getulio Vargas) (2020 - 2021)

Certifications

Regulated Financial Advisory License (Brazilian FINRA-equivalent) by Ancord

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