Talk to sales Try for Free
Marina Vieira, CFP®

Marina vieira, cfp®

bookmark on deepenrich
location of Marina Vieira, CFP®Mount Laurel, New Jersey, United States
Phone number of Marina Vieira, CFP®+91 xxxx xxxxx
Followers of Marina Vieira, CFP®2000 followers

  • Timeline

    Feb 2013 - Apr 2020

    Gerente de Banking

    Itaú Unibanco
    Apr 2020 - Mar 2021

    Senior Investment Advisor

    XP Investimentos
    Mar 2021 - Oct 2024

    Relacionamento com Investidores

    ACE Capital
    Current Company
    Oct 2024 - now

    Transição Familiar e Profissional para os EUA

  • About me

    Transição Familiar e Profissional para os EUA

  • Education

    • Insper instituto de ensino e pesquisa

      -

      Certificate in Financial Management

    • Pontifícia universidade católica de são paulo

      -
      Economia economics

  • Experience

    • Itaú unibanco

      Feb 2013 - Apr 2020

      Atendimento Offshore

      • Gerente de Banking

        Oct 2018 - Apr 2020

      • Senior Representative Officer

        Jun 2018 - Sept 2018

      • Representative Officer

        Apr 2017 - May 2018

      • Analista Private Banking

        Feb 2016 - Apr 2017

      • Assistente Comercial

        Feb 2013 - Feb 2016

    • Xp investimentos

      Apr 2020 - Mar 2021
      Senior investment advisor

    • Ace capital

      Mar 2021 - Oct 2024
      Relacionamento com investidores

    • Educational Institution

      Oct 2024 - now
      Transição familiar e profissional para os eua

  • Licenses & Certifications

    • Cfp®

      Planejar - associação brasileira de planejadores financeiros
      Jul 2018

    • Cpa 20

      Anbid