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Investment Advisor 2nd Year Associate
Investment Advisor 2nd Year Associate
New mentor!
Member since 2026
  • São Paulo
About the mentor

With over 20 years of experience in commercial leadership, my journey has led me to specialize in the financial sector over the past five years. Currently, I am an Associated Investment Advisor at BLUE3 | XP Investiments, where I provide comprehensive solutions in investments, credit, insurance, and succession and estate planning for individuals and SMEs. My career began in marketing sector and beverage industry, where I developed essential skills in strategic planning and sales operations management.


 

In my early years, I held positions that required strong leadership and team development capabilities, providing me with a solid foundation to understand the needs of clients and the market. 


 

Over time, my passion for finance and investments guided me into the financial sector, allowing me to apply my sales experience and expand my knowledge of the financial ecosystem.


 

At BLUE3, I have the privilege of working at one of Brazil's leading investment advisory firms, recognized for its excellence and innovation. Here, my focus is on transforming uncertainties into opportunities, guiding my clients through every step of their financial journey.

Expertise
  • Commercial Banking
What is WSO Academy?

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Why Anonymous?

Some of our mentors are forced to be anonymous due to firm policies or personal preference. Anonymity allows us to i) source the best mentors from the top companies in the world ii) allows them to be honest and give you amazing insight into the industry and firms.

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