Karin Edelweiss, CFA

Karin Edelweiss, CFA

Financial Leader

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  • Timeline

  • About me

    Enterprise Relationship Manager | Tier 1 Buy-side

  • Education

    • FACAMP

      2011 - 2014
      Bachelor's degree Business

      Activities and Societies: empresa júnior, organização do terceiro setor , curso de inglês para negócios, fórum de debates internacionais

    • Andrews University

      2010 - 2012
      ESL "English as a Secong Language" Program Língua Inglesa e Literaturas de Língua Inglesa
  • Experience

    • Qualitas Jr

      Mar 2012 - Dec 2012
      Financial Leader

      Conduct meetings; delegated responsibilities and designed time schedules; planned, directed, and managed business consultant projects; responsible for financial strategic planning; controlled and managed cash and budgets; coordinated the development of the new pricing system

    • CPFL Energia

      Feb 2014 - Dec 2014
      Capital Markets

      Internship in the Capital Markets Department: fund raising and investment operations with financial institutions, foreign exchange contracts, debenture issuance operations, development of BNDES financing, follow-up of daily application movements and withdrawals from financial funds

    • Bloomberg

      Feb 2015 - now

      -Deputy TL for Regional Analytics Team-Global Customer Support, assisting Bloomberg Senior Clients for Equities and Commodities , and Fixed Income for Latam Market -Providing accurate ,real-time responses through knowlegeable,resourceful and curteous interaction with our clients

      • Enterprise Relationship Manager - Tier 1 Buy-side Strategic Accounts

        Jul 2023 - now
      • Enterprise Sales Relationship Manager, Buy-Side

        Jan 2020 - Jun 2023
      • Sales Account Manager Buyside

        Dec 2018 - Jan 2020
      • Sales Account Manager for Global and Regional Banks

        Nov 2017 - Dec 2018
      • Financial Product Sales & Analytics

        Feb 2015 - Nov 2017
      • Equity and Commodity Senior Advanced Specialist

        Feb 2015 - Oct 2017
  • Licenses & Certifications

    • Chartered Financial Analyst® (CFA) Charterholder

      CFA Institute
      Sept 2021
    • English for Business/Commerce

      LCCI International Qualifications
      Nov 2012
    • Intensice English Language Program - Advanced Level

      Andrews University
      Feb 2012
    • Delegada "Comission on the Status of Women" - FACAMP MODEL UNITED NATIONS - The Developing World Under Debate

      FACAMP - Faculdades de Campinas
      Sept 2013
  • Honors & Awards

    • Awarded to Karin Edelweiss, CFA
      Certificado de Honra ao Mérito UNASP Excepcional aproveitamento acadêmico
  • Volunteer Experience

    • Sales Advocate, Bloomberg Brasil Women´s Buyside Network,

      Issued by Bloomberg on May 2022
      BloombergAssociated with Karin Edelweiss, CFA
    • Project Manager

      Issued by Enactus on Oct 2012
      EnactusAssociated with Karin Edelweiss, CFA