Deep Enrich
Isabela Reis, CFP®
Gerente Novos Negocios
1000 followers
São Paulo, São Paulo, Brazil
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About me
Investment Advisor
Education
Pontifícia Universidade Católica de Campinas
1995 - 1999Administração de Empresas Business Administration and Management, General
Fundação Getulio Vargas
2006 - 2008Master of Business Administration (MBA) Economia e Gestão Empresarial
Experience
Citi
May 2006 - Apr 2007Gerente Novos Negocios
XP INVESTIMENTOS
Oct 2009 - Sept 2011Assessora de Investimentos
Itaú Unibanco
Oct 2011 - Jan 2013Gerente de Relacionamento Personnalité
Banco Original
Nov 2014 - Jun 2017Gerente de Captação
Santander Brasil
Nov 2017 - Oct 2022Assessora de Investimentos Ultra High
Jul 2021 - Oct 2022Assessor de Investimentos Select
Sept 2018 - Aug 2021Gerente de Relacionamento Select
Nov 2017 - Aug 2018
Bradesco Private Bank
Oct 2022 - nowInvestment Advisor
Licenses & Certifications
CFP®
Planejar - Associação Brasileira de Planejadores FinanceirosFeb 2018
CPA 20
ANBIMACEA
ANBIMAOct 2017
Languages
- inInglês
- inIngles
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