Professional with 8+ years of experience in Financial Services, specializing in wealth management
Switzerland
English, Portuguese
Professional with more than eight years of experience in Financial Services, specializing in wealth management.
Financial Services, Banking & Insurance
Banking & Investments
Entrepreneurship
Finance
...
€500
/hr
Pre-vetted expert
Confirmed hourly rate
Available on short notice
Experience
Ambassador
Smat.io
7 months
Current position
Jul 2022 - Present
SMAT.io is launching the first alternative investment solution for wealth managers. I'm delighted to be one of their Ambassadors.
Portfolio Manager
SAF & CO
4 years
Current position
Sep 2018 - Present
SAF & CO is an independent wealth manager offering advisory investment solutions. From the investment strategy to management, we advise our clients on global opportunities. We work toge...see more
Private Equity Senior Associate
Cepres GmbH
11 months
Sep 2017 - Aug 2018
CEPRES is the first private equity data analytics platform that drives digital transformation for private market investment teams.
Fixed Income Senior Associate
Banco Safra
2 years
Mar 2015 - Aug 2017
Banco Safra is a Brazilian financial services company headquartered in São Paulo, Brazil. It is the seventh largest banking institution in Brazil, and the nineteenth largest in Latin Am...see more
Relationship Manager
Banco Safra
2 months
Dec 2014 - Feb 2015
Banco Safra is a Brazilian financial services company headquartered in São Paulo, Brazil. It is the seventh largest banking institution in Brazil, and the nineteenth largest in Latin Am...see more