Felipe Batista Email & Phone Number
Relationship Manager @ BTG Pactual
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Felipe Batista Location
- Miami, FL, US
Felipe Batista Work
- Relationship Manager @ (September 2022 - Present)
- Private Wealth Manager @ (October 2019 - August 2022)
- International Senior Registered Client Associate @ (August 2016 - October 2019)
- Relationship Officer @ (November 2015 - August 2016)
- New Client Specialist @ (December 2014 - July 2015)
- Client Service Specialist @ (July 2014 - November 2014)
Felipe Batista Education
- Miami Dade College
Associate’s Degree (Business Administration and Management)
2011-2013
Felipe Batista Skills
- Analytical Skills
- Asset Allocation
- Asset Management
- Bloomberg
- Business Development
- Client Relations
- Customer Service
- Finance
- Financial Advisory
- Financial Analysis
- Financial Services
- Investments
- Management
- Microsoft Office
- Possess strong analytical
- Relationship Building
- Risk Management
- Sales
- Teamwork
- Wealth Management
Felipe Batista Summary
- Felipe Batista, based in Miami, FL, US, is currently a Relationship Manager at BTG Pactual. Felipe Batista brings experience from previous roles at XP Investments, Wells Fargo Advisors and Itaú Private Bank. Felipe Batista holds a 2011 - 2013 Associate’s Degree in Business Administration and Management @ Miami Dade College. With a robust skill set that includes Analytical Skills, Asset Allocation, Asset Management, Bloomberg, Business Development and more. Felipe Batista has 3 emails and 3 mobile phone numbers on RocketReach.
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