Talk to sales Try for Free
Alexandre Luz Moreira, CFP®

Alexandre Luz Moreira, CFP®

Followers of Alexandre Luz Moreira, CFP®8000 followers
location of Alexandre Luz Moreira, CFP®São Paulo, São Paulo, Brazil

Connect with Alexandre Luz Moreira, CFP® to Send Message

Connect

Connect with Alexandre Luz Moreira, CFP® to Send Message

Connect

  • Timeline

  • About me

    Client Relations Officer | TORI Family Office

  • Education

    • International House London

      2017 - 2017
      Business English

    • Colégio Visconde de Porto Seguro

      2001 - 2014

    • Insper

      2015 - 2019

    • Tamwood Careers College

      2014 - 2014
      FCE General English

  • Experience

    • XP Private Bank

      Jan 2019 - Dec 2022

      • Banker

        Oct 2022 - Dec 2022

      • Daily Banker

        Jan 2020 - Oct 2022

      • Operational Assistant

        Jan 2019 - Jan 2020

    • Julius Baer

      Dec 2022 - Apr 2024
      Wealth Management

    • ETRNTY Family Office

      Apr 2024 - Feb 2025
      Relationship Manager Partner

    • TORI

      Feb 2025 - now
      Client Relations Officer

  • Licenses & Certifications

    • Passed CFA Level II

      CFA Institute

    • Certificação CFP®

      Planejar Associação Brasileira de Planejamento Financeiro