Emilson Souza, CEA

Experience

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  Itaú Unibanco

  Jun 2004 - May 2007

  Investments Analyst

  • Support and Consulting to stock exchange market operations• Consulting to bank agencies and customers of a diversified array of investors profiles• Home Broker stock buy-sell counseling • Duties related to control and assessment in law processes concerning sale, transfer and stock shares• Phone customer support with a view to converting their calls into sales of products and services.

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  Banco Daycoval

  Apr 2008 - Nov 2012

  Checking Analyst

  • Analysis of the purchased equities in order to guarantee safety and reliability of the executed operations• Drawee/assignor risk relationship and management (equity index).• Back portfolio monitoring.

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  Faustine Educação Financeira

  Jan 2013 - now

  Corporate Trainer

  • Instructor to professional certifications CPA-10 and CPA-20• Investments consulting and Financial Planning

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  Itaú Unibanco

  Apr 2015 - Jun 2016

  Investments Consultant

  • Financial Planning.• Macro and micro-economic scenarios, strategies, performance of the financial products presentations to a variety of audiences• Training to the relationship managers focused on investment products, commercial approach and macro-economic scenarios.• Management and diversification of the customer investment’s portfolio in order to meet their requirements, needs and ability to invest, liquidity needs and risk appetite (suitability), with focus on raising funds and resources rearrangement• Investments funds, treasury and structured products consulting, as well as private pension consulting Show less

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  Banco Digimais

  Sept 2020 - Feb 2021

  Investments Consultant
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  People+Strategy - Brasil

  Apr 2021 - now

  Consultor de Treinamentos

  A People Strategy Consultoria Empresarial, ou P+S, é, uma consultoria de diagnóstico, criação de soluções, implementação e desenvolvimento de pessoas. Com mais de oito anos de atuação, a P+S desenvolve projetos em empresas de divresos portes, nacionais e multinacionais com foco em diversas áreas como:Estratégia Empresarial; Planejamento em Nível Estratégico, Tático e Operacional; Estruturação, Gerenciamento e Implantação de Projetos; Mudança Organizacional; Estudo da Cadeia de Valor; Revisão da Estrutura Organizacional; Programas de Desenvolvimento de Liderança; RH Estratégico; Arquitetura e Gerenciamento de Processos de Desenvolvimento de Pessoas; Assessment, Coaching, Advisoring, Avaliação 360º; Clima Organizacional e Programas de Sucessão e Talentos. Show less