André P. Email & Phone Number
Fundador | Assessor de Investimentos @ MWM Private Advisory
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André P. Location
- State of São Paulo, Brazil
André P. Work
- Fundador | Assessor de Investimentos @ (June 2025 - Present)
- Private Banker @ (June 2021 - January 2025)
- Banker | Wealth Management @ (October 2019 - May 2021)
- Corporate Relationship Manager @ (July 2014 - October 2019)
- Account Relationship Manager @ (January 2011 - July 2014)
- Bank Clerk @ (March 2006 - June 2011)
André P. Education
- FIA Business School
Postgraduate Degree (Finance)
2022-2023 - FGV - Fundação Getulio Vargas
Business Management
2011-2013
André P. Skills
- Administração
- Atendimento ao cliente
- Banking
- Business Analysis
- Business Strategy
- CFP
- Capital Markets
- Commercial Banking
- Comunicação
- Content Management Systems (CMS)
- Corporate Finance
- Credit
- Credit Analysis
- Credit Cards
- Credit Risk
- Derivatives
- Escrita
- Escrita técnica
- Estatística
- Financial Analysis
- Financial Markets
- Financial Risk
- Gestão
- Gestão de caixa
- Gestão de investimentos
- Gestão de vendas
- Habilidades analíticas
- Inglês
- Integração de novos funcionários
- Investment Banking
- Investments
- Linux
- Medidas contra a lavagem de dinheiro
- Microsoft Excel
- Microsoft PowerPoint
- Microsoft Windows
- Microsoft Word
- Negociação
- Operação de caixa
- Portfolio Management
- Portuguese
- Private Banking
- Resolução de problemas
- Retail Banking
- Risk Management
- Satisfação do cliente
- Sistemas operacionais
- Suporte ao cliente
- Trabalho em equipe
- Venda consultiva
- Windows
- vendas consultivas
André P. Summary
- André P., based in State of São Paulo, Brazil, is currently a Fundador | Assessor de Investimentos at MWM Capital. André P. brings experience from previous roles at XP Inc. and Bradesco. André P. holds a 2022 - 2023 Postgraduate Degree in Finance @ FIA Business School. With a robust skill set that includes Administração, Atendimento ao cliente, Banking, Business Analysis, Business Strategy and more. André P. has 4 emails and 7 mobile phone numbers on RocketReach.
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Top MWM Private Advisory Employees
André P.
Fundador | Assessor de Investimentos
State of São Paulo, Brazil
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