Client Services and Sales Representative @ (September 2018 - September 2019)
Leonardo Parentoni Education
University College Dublin
Qualified Financial Adviser (QFA)
2025-2025
FGV - Fundação Getulio Vargas
Postgraduate Degree (Finance, General)
2021-2022
Pontifícia Universidade Católica de Campinas
Bachelor's degree (Economics)
2016-2020
Leonardo Parentoni Skills
AIF
Accounting
Accounting Standards
Alternative Investment Strategies
Alternative Investments
Analytical Skills
Analytics
Anti-Money Laundering
Asset Allocation
Asset Reconciliation
Attention to Detail
Banking
Benchmarking
Best Execution
Bloomberg Terminal
Bonds
Business Development
Business Relationship Management
Capital Markets
Cash Reconciliation
Client Relations
Cold Calling
Common Reporting Standard (CRS)
Communication
Corporate Finance
Credit Analysis
Credit Funds
Critical Thinking
Cross-Selling
Cross-functional Collaborations
Customer Experience
Customer Relationship Management (CRM)
Customer Satisfaction
Customer Service
Data Analysis
Derivatives
Direct Sales
Due Diligence
E.U. Markets in Financial Instruments Directive (MiFID)
E.U. Undertakings for Collective Investment in Transferable Securities Directives (UCITS)
ETFs
Economic Research
Environmental, Social, and Governance (ESG)
Equities
Equity Sales
Financial Advisory
Financial Analysis
Financial Markets
Financial Modelling
Financial Planning
Financial Reporting
Fund Accounting
Hedge Funds
High-Net-Worth Individuals (HNWI)
Institutional Sales
Investment Advisory Services
Investment Decisions
Investment Funds
Investment Strategies
Investor Relations
Investor Reporting
KYC Verification
Key Performance Indicators
Lead Qualification
Lines Of Credit
Microsoft Excel
Microsoft Office
Mutual Funds
Negotiation
Net Asset Value (NAV)
Numeracy
Onboarding
Performance Reporting
Portfolio Management
Presentation Skills
Private Banking
Private Equity
Problem Solving
Quality Assurance
Regulatory Requirements
Report Preparation
Retirement Planning
Risk Assessment
Risk Management
Sales
Sales Development
Sales Management
Stakeholder Management
Strategic Asset Management
Strategic Planning
Structured Finance
Tax Planning
Team Leadership
Teamwork
Time Management
Upselling
Wealth Management
Leonardo Parentoni Summary
Leonardo Parentoni, is currently a Sales Advisor at AIB. Leonardo Parentoni brings experience from previous roles at BNY, Itaú Unibanco, XP Investimentos and Bradesco. Leonardo Parentoni holds a 2025 - 2025 Qualified Financial Adviser (QFA) @ University College Dublin. With a robust skill set that includes AIF, Accounting, Accounting Standards, Alternative Investment Strategies, Alternative Investments and more. Leonardo Parentoni has 1 emails on RocketReach.
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