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Matheus A.
Certified Equity Professional - Cap Table Audit - Stock Plan Administration - Section 16 Filing
Professional Background
Matheus A. is a highly motivated and certified professional in Equity and Financial Markets, who has embarked on an inspiring career trajectory that showcases his passion and formidable expertise in stock plan administration and equity management. Transitioning from a promising career in sales at the youthful age of 25, Matheus opted to follow his dream of working in the financial market by pursuing rigorous studies and achieving recognized certifications. He has worked diligently to establish a presence in the financial industry, earning respect and credibility along the way.
Currently, he is the Managing Director of Stock Plan Administration at AK1 Equity Management, where he applies his extensive knowledge and innovative approach to equity management, making significant contributions to the team's success. His previous roles as an Equity Plan Administrator and Consultant at Equity Admin Co. and a Venture Capital Support Analyst II at Carta have further solidified his expertise in the field, allowing Matheus to hone his analytical skills and gain valuable insights into the intricacies of the equity market.
In addition to his professional roles, Matheus is known for his impactful contributions to the financial community. He developed a comprehensive Prep-Course for Certified Equity Professional (CEP) Level 1 applicants, which is available to his peers at no cost, exemplifying his commitment to fostering knowledge sharing and supporting the next generation of equity professionals. His dedication to helping others succeed is mirrored in his investment in personal growth and learning, which continues to fuel his aspirations.
Education and Achievements
Matheus A. has turned his passion for finance into an impressive educational foundation. Although he does not possess a traditional bachelor's degree, he has actively pursued further education to enhance his qualifications in the field of finance. He studied Software Engineering at Estácio de Sá University, where he acquired a strong analytical mindset that serves him well in his current role and future endeavors.
In addition to his undergraduate studies, Matheus achieved a prestigious certification in Certified Equity Professional, focusing on Stock Plan Administration through Santa Clara University. This credential not only showcases his commitment to the industry but also positions him as an expert capable of navigating the complexities of equity management and stock plans.
His hard work and commitment to excellence did not go unnoticed, as he was awarded the NASPP DEI Scholarship, signifying his potential and contributions to diversity, equity, and inclusion within the finance landscape. The recognition underlines his dedication not only to personal achievement but also to making a meaningful difference in the community around him.
Achievements
Matheus A.'s career achievements reflect his relentless ambition and remarkable capacity for growth in the financial services sector. His notable accomplishments include becoming a Managing Director at a young age, a feat that showcases his ability to lead and innovate in a competitive and complex environment. By striving for excellence, he has broken barriers while demonstrating that passion and drive can lead to success, regardless of traditional educational pathways.
He has also made significant contributions by designing and offering the Prep-Course aimed at preparing aspiring Certified Equity Professionals. This initiative highlights his belief in the power of education and mentorship, enriching the professional development opportunities available to his peers. The course has become a valuable resource for numerous individuals seeking to advance their careers in equity plan administration, reflecting Matheus’s commitment to educational equity and accessibility.
In addition to his educational endeavors, Matheus has gained diverse work experience, with roles such as Support Analyst at Carta, where he laid the groundwork for future growth through extensive support and analysis efforts. His previous positions, such as Consultor Comercial at Ramos & Silva and various director-level roles in student organizations, further build on his ability to navigate different environments and cultivate strong relationships with colleagues and stakeholders alike.
Today, Matheus A. stands as a symbol of determination and resourcefulness in the financial sector. His journey emphasizes not only the importance of continuous learning and professional development but also the value of mentoring others in a community that thrives on collaboration and shared knowledge. As he forges ahead, Matheus remains committed to embracing challenges, pursuing opportunities, and helping others unlock their potential in the dynamic world of equity management.
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