Produtividade, Disciplina, Organização e Performance!Comecei apaixonado por tecnologia e hoje transformo os sonhos dos meus clientes através do planejamento financeiro.+ 10 anos de Mercado FinanceiroHá quase 20 anos trazendo experiências únicas para clientes!
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FounderSavepass Jun 2023 - PresentSão Paulo, Brazil -
Investiment Specialist IiNubank Jul 2022 - Jan 2023São Paulo• Investment Specialist was responsible to advise customers about market economics, stocks, mutual funds, ETFs, Real Estate funds, and Brazilians Bonds.• More than 200 customers under management.• Helped customers to access and learn how to use a home broker and financial systems.• Guided customers on how to improve their financial life through planning. -
Financial Planner And Social Media Strategist@Invistoemvoce Dec 2020 - Jun 2022São Paulo, Brasil• Prospecting and growing social media new customers.• Responsible for advising clients about market economics, stocks, mutual funds, ETFs, Real Estate funds, and Brazilians Bonds.• Responsible for managing and engaging customers in social media accounts on Instagram, Facebook, YouTube, and LinkedIn.
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Investment Specialist IiBradesco Sep 2019 - Dec 2020São Paulo• Investment Specialist was responsible to advise customers about market economics, stocks, mutual funds, ETFs, Real Estate funds, and Brazilians Bonds.• More than 4,000 customers under management.• Helped customers to access and learn how to use a home broker and financial systems.• Guided customers on how to improve their financial life through planning. -
Financial AdvisorItaú Unibanco Apr 2018 - Sep 2019São Paulo E Região, Brasil• Advised high-income customers, with more than 700 customers under management.• Advising customers through all banking services such as account opening, credit cards, loans, insurance, mortgage, and investments.• Responsible for creating control sheets for the General Manager of the bank agency. -
Associate Financial AdvisorItaú Unibanco Feb 2014 - Apr 2018• Front desk attendance for customers.• Advising customers through all banking services such as account opening, credit cards, loans, insurance, mortgage, and investments.• Customers in the first place always.
Alex Carvalho Education Details
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Business Administration And Management, General
Frequently Asked Questions about Alex Carvalho
What company does Alex Carvalho work for?
Alex Carvalho works for Savepass
What is Alex Carvalho's role at the current company?
Alex Carvalho's current role is Founder @ Savepass.
What schools did Alex Carvalho attend?
Alex Carvalho attended Universidade Cidade De São Paulo.
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Alex Carvalho
Rio De Janeiro, Rj -
Alex Carvalho
Brazil2pfizer.com, pierre-fabre.com -
Aléx Carvalho
Curitiba, Pr -
1ppro.com.br
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