Deep Enrich
Diego Martinelli, CFP®
Vendedor-Técnico
11000 followers
São Paulo, Brazil
Connect with Diego Martinelli, CFP® to Send Message
Connect
Connect with Diego Martinelli, CFP® to Send Message
ConnectTimeline
About me
Gerente Regional íon Itaú no Itaú Unibanco
Education
Universidade Estadual de Campinas
2011 - 2012Pós-graduação Lato Sensu - Especialização
Escola Conquer
2024 - 2025Pós-graduação Lato Sensu - MBA
Pontifícia Universidade Católica de Campinas
2006 - 2009Bachelor
FIAP
2019 - 2020Pós-graduação Lato Sensu - MBA Executivo
ESAMC
2010 - 2011Master of Business Administration
Experience
AACT Informática Ltda
Jan 2002 - Apr 2005Vendedor-TécnicoAntunes & Antunes Repres Ltda
May 2005 - Sept 2006Assistente comercial
Banco Bradesco S.A.
Oct 2006 - Sept 2010Gerente de Contas Pessoa Jurídica
HSBC Bank Brasil S.A.
Sept 2010 - Aug 2014Gerente Premier Wealth Management
Itaú Unibanco
Sept 2014 - nowGerente Regional íon
Jul 2023 - nowGerente Regional íon Itaú
Oct 2022 - Jun 2023Líder Escritório de Investimentos íon Itaú
May 2021 - Oct 2022Líder Escritório de Investimentos Itaú - Projeto Piloto
Jun 2019 - May 2021Coordenador Assessoria de Investimentos Personnalité
Jul 2017 - May 2019Coordenador Consultoria de Investimentos Uniclass
Jan 2017 - Jun 2017Especialista de Investimentos Personnalité
Sept 2014 - Dec 2016
Licenses & Certifications
- View certificate
CFP® (Certified Financial Planner)
PLANEJARJul 2021
Certification of Specialist Investments ANBIMA - CEA
ANBIMADec 2014- View certificate
M365 Copilot
MicrosoftJun 2025 - View certificate
Professional Certification ANBIMA - Series 10 (CPA-10)
ANBIMANov 2008 
CFP® - Certified Financial Planner
Planejar - Associação Brasileira de Planejadores FinanceirosDec 2015- View certificate
Professional Certification ANBIMA - Series 20 (CPA-20)
ANBIMAFeb 2011
Languages
- inInglês
Recommendations
Jesse clements
Managing Broker at Fremont Realty CorporationSan Antonio, Texas, United States
Manish saraogi
Constructing a foundation for financial success | Finance Management, Corporate Finance, Budgeting, ...Delhi, India
Benjamin segal
Managing Director - Private Wealth Management - Financial Advisor with Kahner Segal Partners at UBSNew York City Metropolitan Area
Akshit reddy nayini
MS in Business Analytics @ George Mason university - Costello College of Business | CFI Certified Co...Fairfax, Virginia, United States
Atul basel
Student at punjab technical universityJalandhar I, Punjab, India
Nikiwe chauke
Associate Clinical Research Associate( General Medicine )at MSD SSA|| SA GCP || ACRP CertificationMidrand, Gauteng, South Africa
Rahul mishra
Project Manager - Digital MarketingDelhi, India
Vikram n.
Senior IT Project Manager, PMP, CSM, American Airlines - Crew TechnologiesPhoenix, Arizona, United States
Ishita shah
Aspiring Data Scientist & ML Engineer | AI & Healthcare Analytics | Turning Data into Impact – Open ...United States
Bhuvaneshwaran b
Analyst - Mid Corporate Group @ CareedgeChennai, Tamil Nadu, India
Isaac opoku brobbey msc.
Emergency Response officer/PHYSICIAN ASSISTANT(MEDICAL) at AngloGold Ashanti.Obuasi Municipal District, Ashanti Region, Ghana
Dorian quarmby
Training Facilitator/Virtual IntegratorNewport, Vermont, United States
Natalie ali
Digital Marketing Manager | Social Media ManagementPort of Spain, Trinidad and Tobago
Sarah grogan
Customer Success Manager at Kneat SolutionsIreland
Sachin dhane
Founder & CEO @Techno Comp Academy | Educator, Mentor, Visionary | Inspiring Future IT Leaders | Emp...Pune, Maharashtra, India
Shrey sharma
Group Leader (Production & Operations) at Triburg Consultants Pvt Ltd | Product Development | Custom...Faridabad, Haryana, India
Aakar gangrade
Sr Consultant PharmaACE| Gold Medal MBA- Marketing| Distinction Holder| Six Sigma Green Belt| Ex ZS...Madhya Pradesh, India
Hilary ellis
Observational Research Director at Adelphi Real WorldMacclesfield, England, United Kingdom
Jon melding
Client Manager Invoice FinanceUnited Kingdom
Isaac silimoli
Your Next Truck DriverAuckland, Auckland, New Zealand
...