Caco Santos Email & Phone Number
Relationship Officer @ Vêneto Family Office
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Caco Santos Location
- State of São Paulo, Brazil
Caco Santos Work
- 2025 -now Relationship Officer @
- 2016 -now Investidor @
- 2022 -2025 Planejador Financeiro e Patrimonial @
- 2016 -2022 Planejador Financeiro Pessoal @
- 2017 -2020 Voluntário na Comissão de Relacionamento com Associados @
- 2014 -2017 Voluntário na Comissão de Comunicação e Marketing @
- 2013 -2016 Planejador Financeiro Pessoal e Familiar @
- 2005 -2013 Head of Global Finance and Risk Solutions - Brazil @
- 2001 -2005 Head of Corp and Instit Sales @
- 1990 -2001 Senior Corporate Sales Officer @
- 1987 -1990 Junior Auditor @
Caco Santos Education
- IBCPF
CFP® - Certified Financial Planner (Financial Planning and Services)
2012-2012 - ICI - Integrated Coaching Institute
Executive and Life Coach (Coaching)
2011-2011 - Universidade de São Paulo
MBA (Finance)
2005-2006 - Universidade de São Paulo
BA (Business Administration)
1987-1991
Caco Santos Skills
- Planejamento de seguros
- Planejamento financeiro pessoal
- Planejamento de preservação patrimonial
- Planejamento patrimonial
- Docência
- Práticas Colaborativas
- Mediação
- Planejamento financeiro
- Planejamento Sucessório
- Life Insurance
- Financial Planning
- Retirement Planning
- Disability Insurance
- Health Insurance
- Strategic Financial Planning
- Derivatives
- Fixed Income
- Capital Markets
- Structured Products
- Equities
Caco Santos Summary
- Caco Santos, based in State of São Paulo, Brazil, is currently a Relationship Officer at Vêneto Family Office. Caco Santos brings experience from previous roles at Serafin, Alocc Gestão Patrimonial and Planejar - Associação Brasileira de Planejadores Financeiros. Caco Santos holds a 2012 - 2012 CFP® - Certified Financial Planner in Financial Planning and Services @ IBCPF. With a robust skill set that includes Planejamento de seguros, Planejamento financeiro pessoal, Planejamento de preservação patrimonial, Planejamento patrimonial, Docência and more. Caco Santos has 3 emails and 1 mobile phone numbers on RocketReach.
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