Lucas Leone

Lucas Leone, CFP®, has a diverse work experience spanning various industries. Lucas is currently working at BTG Pactual digital as an Associate Director in Sales & Performance B2C, where they have been since December 2021. Previously at the same company, they held the role of Sales & Performance B2C. Prior to that, Lucas worked as a Team Leader at BTG Pactual digital from October 2020 to July 2021.

Before joining BTG Pactual digital, Lucas worked as VP Equity at BlackBridge from December 2019 to August 2020. Lucas also served as a Financial Advisor at Safra from April 2019 to October 2019 and as an Investment Advisor at Guide Investimentos from October 2018 to April 2019.

Lucas has entrepreneurial experience as well. Lucas was a Co-Founder at Leone Teixeira Hortaliças Ltda, a family-owned company in the agriculture industry, from January 2016 to January 2018. Additionally, they held the position of Director of Sales and Operations at Vegfresh Produtos Hidroponicos e Processados from August 2014 to December 2015, where they implemented marketing strategies and restructured operational processes.

During their time at Empresa Junior FAAP from June 2012 to December 2012, Lucas served as a Director of Projects. In this role, they were responsible for client acquisition, proposal development, and project leadership, including market research, business planning, and marketing planning in collaboration with the FAAP Marketing department.

Overall, Lucas Leone, CFP®, has gained extensive experience in sales, finance, entrepreneurship, and project management throughout their career.

Lucas Leone, CFP®, earned a Bachelor's degree in Business Administration from FAAP - Fundação Armando Alvares Penteado from 2010 to 2014. Lucas then pursued a Postgraduate degree in Marketing from ESPM Escola Superior de Propaganda e Marketing from 2014 to 2016. In addition to their educational background, Lucas holds certifications in Modelagem Financeira from FK Partners and AAI ANCORD. Lucas is also a Certified Financial Planner (CFP®) certified by Planejar - Associação Brasileira de Planejadores Financeiros. The specific months and years of obtaining these certifications were not provided.