Private Wealth Management Associate @ (August 2024 - April 2025)
Senior Associate @ (February 2020 - August 2024)
Relationship Manager @ (June 2018 - July 2019)
Senior Associate @ (December 2015 - June 2018)
Relationship Manager Associate @ (May 2015 - December 2015)
Client Services Associate @ (January 2012 - May 2015)
Andre Monteiro Education
Universidade do Vale do Paraíba
Bachelor of Laws (LLB) (Law)
Andre Monteiro Skills
PowerPoint
Banking
Social Media
Windows
Sales
Portfolio Management
Investments
English
Negotiation
Finance
Strategic Planning
Financial Services
Wealth Management
Business Planning
Microsoft Office
Microsoft Word
Microsoft Excel
Marketing
Asset Management
Customer Service
Financial Analysis
Portuguese
Business Strategy
Management
Project Management
Marketing Strategy
Series 7
Securities
Spanish
Andre Monteiro Summary
Andre Monteiro, based in Florida, United States, is currently a Private Wealth Management Associate at StoneX Wealth Management. Andre Monteiro brings experience from previous roles at Morgan Stanley, J.P. Morgan Private Bank and XP Investments. Andre Monteiro holds a Bachelor of Laws (LLB) in Law @ Universidade do Vale do Paraíba. With a robust skill set that includes PowerPoint, Banking, Social Media, Windows, Sales and more. Andre Monteiro has 1 emails and 3 mobile phone numbers on RocketReach.
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