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Brazilian Investment Professional
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Financial Advisor
Santander • Tiempo completo
May 2023 - Oct 2026 • 3 yrs 5 mos
Provided investment advisory and financial planning services to clients, with a focus on the Brazilian financial market. Conducted investment analysis, portfolio reviews and financial planning based on clients' objectives and risk profiles. Worked with Brazilian stocks, fixed income, FIIs, funds and other investment products. Developed strong expertise in Brazilian financial markets and investment products while helping clients make informed investment decisions.