Alisson Oliveira, Cfp®

Alisson Oliveira, Cfp® Email and Phone Number

Supervisor Comercial - B2C @ XP Inc.
Uberaba, MG, BR
Alisson Oliveira, Cfp®'s Location
Uberaba, Minas Gerais, Brazil, Brazil
Alisson Oliveira, Cfp®'s Contact Details

Alisson Oliveira, Cfp® personal email

Alisson Oliveira, Cfp® phone numbers

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.

Alisson Oliveira, Cfp®'s Current Company Details
XP Inc.

Xp Inc.

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Supervisor Comercial - B2C
Uberaba, MG, BR
Website:
xpinc.com/carreiras/#
Employees:
11914
Alisson Oliveira, Cfp® Work Experience Details
  • Xp Inc.
    Supervisor Comercial - B2C
    Xp Inc.
    Uberaba, Mg, Br
    View
  • Santander Brasil
    Team Leader - Investment Advisory Team
    Santander Brasil Jul 2023 - Present
    Uberaba, Mg
    Leadership 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.
    View
  • Santander Brasil
    Investment Advisor Aaa
    Santander Brasil Nov 2022 - Jun 2023
    Uberaba, Mg
    Personalized service to investor clients, aligning strategies with goals and profiles.Investment recommendations based on market analyses.Active prospecting and portfolio expansion.
    View
  • Itaú Unibanco
    Customer Service Manager
    Itaú Unibanco Aug 2021 - Nov 2022
    Araguari, Mg
    Team supervision and strategic management of the client portfolio.Team development and training, ensuring compliance and operational efficiency.Expense management and goal achievement.
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  • Itaú Unibanco
    Operational Manager
    Itaú Unibanco Sep 2019 - Aug 2021
    Uberaba, Mg
    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.
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  • Ambev
    Financial Supervisor
    Ambev Jan 2019 - Aug 2019
    Uberaba, Mg
    Team supervision and management of critical financial indicators.Consumption analysis and budget-saving initiatives.Reconciliation management and internal loss control.
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  • Ambev
    Sales Supervisor
    Ambev Mar 2017 - Dec 2018
    Uberaba, Mg
    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.
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  • Fadel Transportes E Logística
    Logistics Assistant (Pull Production)
    Fadel Transportes E Logística Aug 2016 - Mar 2017
    Uberaba, Mg
    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.
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  • Stanley Black & Decker, Inc.
    Intern
    Stanley Black & Decker, Inc. Feb 2015 - Dec 2015
    Uberaba, Mg
    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.
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  • Cmaa - Companhia Mineira De Açúcar E Álcool
    Trainee - Industrial Process Assistant
    Cmaa - Companhia Mineira De Açúcar E Álcool Aug 2009 - Jan 2010
    Uberaba, Mg
    Assisted in optimizing industrial processes.Monitored performance indicators.Implemented process improvements.
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  • Fmc Corporation
    Senai Apprentice
    Fmc Corporation Aug 2008 - Jul 2009
    Uberaba, Mg
    View

Alisson Oliveira, Cfp® Education Details

Frequently Asked Questions about Alisson Oliveira, Cfp®

What company does Alisson Oliveira, Cfp® work for?

Alisson Oliveira, Cfp® works for Xp Inc.

What is Alisson Oliveira, Cfp®'s role at the current company?

Alisson Oliveira, Cfp®'s current role is Supervisor Comercial - B2C.

What is Alisson Oliveira, Cfp®'s email address?

Alisson Oliveira, Cfp®'s email address is al****@****ail.com

What is Alisson Oliveira, Cfp®'s direct phone number?

Alisson Oliveira, Cfp®'s direct phone number is +55349968*****

What schools did Alisson Oliveira, Cfp® attend?

Alisson Oliveira, Cfp® attended Sharkpro - Prof Lucas Silva Certificações, Ibmec, Instituto De Gestão E Tecnologia Da Informação, Uftm - Universidade Federal Do Triângulo Mineiro.

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