Personal Information
Organization / Workplace
São Paulo Area, Brazil Brazil
Occupation
Private Banking Senior Consultant
Industry
Finance / Banking / Insurance
About
I´m a private banking consultant, for over 10 years working in private banking & mass affluent markets, leading projects, working in strategic area and in customer relationship.
I trust in the power of financial planning as key to achieving client´s goals, and that the union of technical expertise in financial planning, trust advisory and technology are the main drivers for the private banking model´s evolution.
In addition, I understand that wealth managers have an important role in philanthropy/impact investing advisory for HNWI and UHNWI.
Projects/Experience/Knowledge:
Project Management
Financial Planning
Investment Advisory
Business Intelligence
Strategic Planning
Balance Score...
Contact Details