Bruno Panerai Email and Phone Number
Bruno Panerai work email
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Bruno Panerai personal email
Bruno Panerai is a Team Leader | Banker | Investment Advisor at Nello Assessoria de Investimentos. He possess expertise in private banking, teamwork, problem management, customer service, macroeconomics and 2 more skills. He is proficient in Spanish and English.
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Team Leader - Head RegionalNello Assessoria De Investimentos Apr 2024 - Present
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Senior PartnerNello Assessoria De Investimentos Jan 2023 - Mar 2024
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PartnerTheocta Capital Aug 2022 - Dec 2022
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MemberEa Angels Nov 2022 - Dec 2023 -
Investment Associate And Investor RelationsAtman Capital Nov 2021 - Jun 2022 -
Partner | Head Of Product SolutionsWarren Brasil Mar 2020 - Sep 2021• Build relationship with asset managers from different asset classes (fixed income, credit, equities, hedge funds, crypto)• Provide customized and cross-sell solutions (fund administration, white-label, trading desk, institutional distribution) to Asset Managers • Fund selection• Curate fund distribution platform• Distribute public offers (IPO/Follow on) to institutional investors and B2B partners -
Relationship ManagerWarren Brasil May 2019 - Mar 2020• Build and develop the HNWI segment – growing from BRL50MM to BRL 250MM• Work together with different teams (Dev, CX, CS) in order to deliver customized solutions to clients • Generate thematic investment ideas and fund selection • Build investment solutions customized to HNW clients together with Warren Asset Management • Mentor and develop junior talent
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Banker Associate - Brazil Offshore TeamJ.P. Morgan Jul 2018 - Sep 2018New York, New York• Part of a 7-person banker team with over $5 Billion in total client assets.• Build trust with clients and effectively managed and advise client holistically.• Ensure that each client is introduced to the appropriate product specialists. -
Banker Analyst - Brazil Offshore TeamJ.P. Morgan Sep 2016 - Jun 2018New York, New York• Provides direct support to three senior bankers with over $4 Billion in total client portfolio. • Responsible for onboarding, monitoring, and maintaining 60 client relationships across complex structures and a wide variety of products. • Review client investment strategy; ensure asset allocations remain within mandate parameters; • Use deep knowledge of each relationship and available sales tools/reports to independently identify and execute cross-sell and up-sell opportunities.
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Banker Analyst - Brazil Onshore TeamJ.P. Morgan Jul 2014 - Aug 2016Porto Alegre, Brazil• Assisted the Banker, worked with other areas within Private Bank, such as capital advisory, wealth advisory, portfolio management and product solutions; • Managed the banker’s risk metric and worked with the different areas involved to meet the target;• Mentored and trained the intern on the team, providing relevant and timely feedback.
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Private Banking Intern - Brazil Onshore TeamJ.P. Morgan Jul 2013 - Jun 2014Porto Alegre, Brazil• Collaborated with Business Quality Control, Compliance and Client Onboarding teams on the account opening process of new clients;• Managed pipeline and prospects list, maintaining status updates and conducting research on prospects.
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Intern - Large CorporateCiti Sep 2011 - Jun 2013Porto Alegre, Brazil• Analyzed clients’ payments and receivables cash flows and helped formulate customized proposals;• Collaborated with integrated team members generate ideas of local and international cash management solutions for clients including RFP proposals to multinationals; -
Financial AssistantAxxel Consultoria Em Gestão De Varejo Mar 2008 - Jun 2009Porto Alegre, Rio Grande Do Sul, Brazil•Control and execute payments and receivables.•Manage daily cash flow.•Online payments executed through electronic files, consolidating the data into the CRM.
Bruno Panerai Skills
Bruno Panerai Education Details
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Bachelor Of Business Administration (B.B.A.)
Frequently Asked Questions about Bruno Panerai
What company does Bruno Panerai work for?
Bruno Panerai works for Nello Assessoria De Investimentos
What is Bruno Panerai's role at the current company?
Bruno Panerai's current role is Team Leader | Banker | Investment Advisor.
What is Bruno Panerai's email address?
Bruno Panerai's email address is br****@****gan.com
What schools did Bruno Panerai attend?
Bruno Panerai attended Pontifícia Universidade Católica Do Rio Grande Do Sul / Pucrs.
What skills is Bruno Panerai known for?
Bruno Panerai has skills like Private Banking, Teamwork, Problem Management, Customer Service, Macroeconomics, Cash Management, Banking.
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Bruno Panerai
Porto Alegre, Rs -
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Bruno Panerai
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