B
Bachelor's Degree in Marketing
Degree not specified
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Key Skills
Software
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Top Subject Matter
Wealth Management
Investment Products
Capital Markets
Investment Advisory
Fixed Income
Top Data Types
Text
Document
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Freelancer Overview
Financial Services professional with 9+ years of experience in Wealth Management, Investment Products, Capital Markets, and Investment Advisory. Experienced in evaluating financial information, analyzing investment opportunities, supporting advisors and investors, and translating complex financial concepts into clear and actionable insights. Strong background in advisor development, product distribution, financial education, and AI-assisted research and analysis.
Education
Work History
E
Elo Forte Investimentos
Senior Partner & Head of Products
São Paulo
2023 - 2026
X
XP Investimentos
B2B Product Distribution Specialist
São Paulo
2023 - 2023