In 2023 I co-founded ZFA, a fintech advisory firm, and closed contracts worth over EUR 47 million there myself. I developed the company’s long-term strategy and built its sales, its marketing and the tools behind them.
From 2023 to January 2025 I ran operations with my two co-founders: finance, hiring, product and the commission negotiations with insurers. I built and coached a team of over 20, steered an external call centre, and built the whole funnel from first ad to signed contract. I managed paid advertising on Meta, LinkedIn and Google, with an ad spend of over EUR 300,000, and I built the firm’s advisory engine used by the entire sales team: a 119-sheet macro-enabled Excel financial-planning model that compared the real effective policy costs across insurers, stress-tested with Crystal Ball Monte Carlo simulations.
At ZFA I personally closed over 1,100 pension, insurance and investment contracts, averaging over 30 a month, with a closing rate of over 90% in closing appointments. The strongest month was over EUR 3 million. At CPX I sold over EUR 1 million of investment property in two months.
In 2026 I co-founded the proptech company WOTRES and took it from idea to its first investor funding, which I won by pitching the company to the financing partner. Along the way I built the brand, video, website, lead funnel, CRM and investment calculator, and wrote the business case. I built its portfolio engine in about a week: a macro-driven Excel model that checked around 350 properties against German tax law, purchase costs, depreciation and subsidies, recommended tax-optimised investment portfolios and showed the cash-flow results in client dashboards.
M.Sc. Corporate Management & Economics, Zeppelin University, grade 1.1. My master’s thesis was graded 1.0, the top grade on the German scale, and received the university’s best-thesis award. German native, English C2 (TOEFL 117), Portuguese native, Spanish B2. Available immediately. Open to remote roles in strategy, business development and corporate development, and to senior commercial roles. Based in Lisbon.
Germany