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Investment Advisor Financial Advisor
Investment Advisor Financial Advisor
New mentor!
Member since 2026
  • São Paulo
  • São Paulo
About the mentor

I am a professional with over 7 years of experience in the financial market, working as an investment advisor at institutions such as Santander and XP, focusing on high-net-worth clients in the Brazilian market. I hold a degree in Economics and the CEA certification, which reinforce my technical expertise and commitment to best practices.

Throughout my career, I have developed a strong ability to understand clients’ profiles and goals, structuring personalized strategies that balance risk, return, and a long-term perspective. My main strength is building trust-based relationships, combined with a consultative and results-driven approach.

Expertise
  • Investment Banking
  • Commercial Banking
  • Corporate Finance
  • Investment Advisor
  • Investor Relations
What is WSO Academy?

Intense 12-week program to dramatically improve your odds at landing a high finance offer.

  • Lifetime access to exclusive networking resources and support community to help you land interviews.
  • 300+ hours of courses to train and polish your skills to help ace your interviews.
  • Direct calendar access to our most helpful 120+ Head Mentors.
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.

Frequently Asked Questions

Can’t find an answer? Please send an email to [email protected]

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12 week program to dramatically improve your odds of landing a high finance job offer