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Alisson Oliveira, Cfp® Email & Phone Number
Supervisor Comercial - B2C
at
XP Inc.
1 phone found
area 499
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 86%
Current company
Role
Supervisor Comercial - B2C
Location
Uberaba, Minas Gerais, Brazil
Company size
Who is Alisson Oliveira, Cfp®? Overview
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Quick answer
Alisson Oliveira, Cfp® is listed as Supervisor Comercial - B2C at XP Inc., a with 11914 employees, based in Uberaba, Minas Gerais, Brazil. AeroLeads shows phone signal with area code 499 and a matched LinkedIn profile for Alisson Oliveira, Cfp®.
Alisson Oliveira, Cfp® previously worked as Team Leader - Investment Advisory Team at Santander Brasil and Investment Advisor AAA at Santander Brasil. Alisson Oliveira, Cfp® holds Master Of Business Administration - Mba, Banking & Investment Advisory from Sharkpro - Prof Lucas Silva Certificações.
Company email context
Email format at XP Inc.
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XP Inc.
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Profile bio
About Alisson Oliveira, Cfp®
I am a Production Engineer with a passion for technology, innovation, and finance. I have a diverse career that spans logistics, sales, and leadership in investments. Currently, I lead the AAA Investment Advisory team at Santander Brasil, combining economic analysis, statistical skills, and investment expertise to provide strategic financial solutions.My education includes MBAs in Banking & Investment Advisory, Investments and Private Banking, and Software Engineering with Agile Methods. I am a CFP® professional and a CFA® Level I candidate.
Current workplace
Alisson Oliveira, Cfp®'s current company
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Xp Inc.
11 roles
Alisson Oliveira, Cfp® work experience
A career timeline built from the work history available for this profile.
Team Leader - Investment Advisory Team
CurrentLeadership of the Investment Office in the AAA segment, guiding clients with personalized investment strategies.Active prospecting and building investment portfolios.Analysis of economic and financial scenarios to support recommendations.
Jul 2023 - Present
Investment Advisor Aaa
Personalized service to investor clients, aligning strategies with goals and profiles.Investment recommendations based on market analyses.Active prospecting and portfolio expansion.
Nov 2022 - Jun 2023
Customer Service Manager
Team supervision and strategic management of the client portfolio.Team development and training, ensuring compliance and operational efficiency.Expense management and goal achievement.
Aug 2021 - Nov 2022
Operational Manager
Led a team of 10 employees to promote excellence in banking operations.Supervised management processes, team development, and training.Ensured operational compliance and effectiveness, focusing on governance.Risk assessment and process quality assurance according to banking standards.Precise management of expenses and administrative payments.Driving the achievement of defined goals, contributing to the unit's success.
Sep 2019 - Aug 2021
Financial Supervisor
Team supervision and management of critical financial indicators.Consumption analysis and budget-saving initiatives.Reconciliation management and internal loss control.
Jan 2019 - Aug 2019
Sales Supervisor
Led a team of 3 employees in sales strategies.Conducted daily sales meetings, aligning team goals and challenges.Monitored salespeople to improve market execution.Utilized sales tools to analyze key indicators such as volume, price, and returns, focusing on results.Led the team through training, development, and motivation to achieve goals.
Mar 2017 - Dec 2018
Logistics Assistant (Pull Production)
Reported to the Logistics Supervisor to optimize processes.Executed and monitored strategic actions to achieve logistics KPIs at the distribution center.Conducted in-depth analysis of key KPIs, including service level, oor, stockout, stockover, warehouse occupancy, productivity, fleet availability, and efficiency.
Aug 2016 - Mar 2017
Intern
Reported directly to the Maintenance Specialist, contributing to operational success.Led the implementation of the inventory management system in the warehouse.Managed and executed EHS (Environment, Health and Safety) projects to ensure safety and environmental standards.Developed initiatives aimed at energy efficiency.Actively participated in the Management area of the Maintenance sector.
Feb 2015 - Dec 2015
Trainee - Industrial Process Assistant
Assisted in optimizing industrial processes.Monitored performance indicators.Implemented process improvements.
Aug 2009 - Jan 2010
Senai Apprentice
Aug 2008 - Jul 2009
4 education records
Alisson Oliveira, Cfp® education
Master Of Business Administration - Mba, Banking & Investment Advisory
Master Of Business Administration - Mba, Investments And Private Banking
Master Of Business Administration - Mba, Software Engineering With Agile Methods
Bacharel, Industrial Engineering
FAQ
Frequently asked questions about Alisson Oliveira, Cfp®
Quick answers generated from the profile data available on this page.
What company does Alisson Oliveira, Cfp® work for?
Alisson Oliveira, Cfp® works for XP Inc..
What is Alisson Oliveira, Cfp®'s role at XP Inc.?
Alisson Oliveira, Cfp® is listed as Supervisor Comercial - B2C at XP Inc..
What is Alisson Oliveira, Cfp®'s phone number?
AeroLeads has found 1 phone signal(s) with area code 499 for Alisson Oliveira, Cfp® at XP Inc..
Where is Alisson Oliveira, Cfp® based?
Alisson Oliveira, Cfp® is based in Uberaba, Minas Gerais, Brazil while working with XP Inc..
What companies has Alisson Oliveira, Cfp® worked for?
Alisson Oliveira, Cfp® has worked for Xp Inc., Santander Brasil, Itaú Unibanco, Ambev, and Fadel Transportes E Logística.
How can I contact Alisson Oliveira, Cfp®?
You can use AeroLeads to view verified contact signals for Alisson Oliveira, Cfp® at XP Inc., including work email, phone, and LinkedIn data when available.
What schools did Alisson Oliveira, Cfp® attend?
Alisson Oliveira, Cfp® holds Master Of Business Administration - Mba, Banking & Investment Advisory from Sharkpro - Prof Lucas Silva Certificações.
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