Carolina Okamura - Portfolio Manager e RI- Portfólio Solutions at BTG Pactual

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Carolina okamura

BTG Pactual

+91 xxxx xxxxx

[email protected]

Timeline
Jan 2003 - Jan 2005
President
Economus Consultoria Júnior
Jan 2005 - Jan 2010
Gerente Comercial de Previdencia
Icatu Seguros
Rio de Janeiro Area, Brazil
Jun 2010 - Jan 2013
Coordenadora de BI
Austral Seguradora
Nov 2013 - Jan 2015
Co-Founder
Prisma - O lado brasileiro da arte contemporânea
Jul 2015 - Jul 2017
Private Wealth Management - Financial Advisor TFA (based in NY)
Merrill Lynch
Current Company
Jan 2019 - now
RI Portfolio Solutions
BTG Pactual
São Paulo, Brazil
About me
Portfolio Manager e RI- Portfólio Solutions at BTG Pactual
Education
- New york university
  2015 - 2016
  Finnancial planning
- Uerj - universidade do estado do rio de janeiro
  2002 - 2006
  Bachelor of science (b.sc.) economics
  Atividades e grupos:Empresa Junior - Economus
Experience
- Economus consultoria júnior
  Jan 2003 - Jan 2005
  President
- Icatu seguros
  Jan 2005 - Jan 2010
  - Gerente Comercial de Previdencia
    Jan 2010 - Jan 2010
  - Analista de Inteligencia de Mercado
    Jan 2005 - Jan 2010
- Austral seguradora
  Jun 2010 - Jan 2013
  Coordenadora de bi
- Prisma - o lado brasileiro da arte contemporânea
  Nov 2013 - Jan 2015
  Co-founder
- Merrill lynch
  Jul 2015 - Jul 2017
  Private wealth management - financial advisor tfa (based in ny)
- Btg pactual
  Jan 2019 - now
  - RI Portfolio Solutions
    Jan 2023 - now
  - Portfolio Manager - International Portfolio Solutions (based in SP)
    Jan 2021 - now
  - Private Wealth Management International (based in NY)
    Jan 2019 - Jan 2021
Licenses & Certifications
- General securities representative ( series 7)
  Financial industry regulatory authority (finra)
- Uniform securities agent state law examination (series 63)
  Financial industry regulatory authority (finra)