Coach, Business Planner, Investment Advisor and Analyst and Researcher
Industry
Finance / Banking / Insurance
Website
About
MBA on innovation and business management, extension classes at UC Berkeley and Babson College.
Graduated in Business Management and 8 years working on advisory/consulting companies, among US and brazilian institutions. Now working at a Multi-Family Office (high net-worth investors). Experienced at investment products (bonds, mutual funds, equities, etc.), asset allocation and portfolio analysis.
In past was founder and partner of blogs about personal finance and the entrepreneurship website Startup Diario.
Since 2013 getting involved in training and developing people through coaching sessions and promoting in-company courses, also coordinating training courses for managers and teachin...
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