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Caroline Thomacheski Email & Phone Number
Daily Banker UHNW
at
Santander Private Banking
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✓ Verified August 2026
3 data sources
Profile completeness 100%
Current company
Role
Daily Banker UHNW
Location
Curitiba, Paraná, Brazil
Company size
Who is Caroline Thomacheski? Overview
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Quick answer
Caroline Thomacheski is listed as Daily Banker UHNW at Santander Private Banking, a with 885 employees, based in Curitiba, Paraná, Brazil. AeroLeads shows a matched LinkedIn profile for Caroline Thomacheski.
Caroline Thomacheski previously worked as Daily Banker at Santander Private Banking and Commercial Assistant at Portofino Multi Family Office. Caroline Thomacheski holds Bacharelado Em Administração, Business Administration And Management, General from Universidade Federal Do Paraná.
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Santander Private Banking
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Profile bio
About Caroline Thomacheski
Tenho Expertise em produtos financeiros onshore e offshore, com atuação no segmento de alta renda. Possuo experiência em Multi Family Office e gestora de investimentos, complementada por experiência em planejamento financeiro e logística em uma multinacional. Me interesso por estratégias de investimento, análise de carteira e produtos de renda fixa.Graduada em Administração pela UFPR, também fui representante institucional e voluntária na Liga de Investimentos e Finanças da Universidade. Tenho duas grandes experiências internacionais e acadêmicas: quando fiz o ensino médio nos EUA e quando fiz intercâmbio na Alemanha e concluí o B.Sc. Business Administration and Economics pela University of Passau. Falo inglês avançado (C1) e alemão básico/intermediário (A2).Hard skills: CEA, Quantum Axis, Microsoft Office, EXCEL avançado, Canva avançado e PPT avançado.Soft skills: comunicação e relacionamento interpessoal, organização e disciplina, resolução de problemas, proatividade e pensamento crítico.Hobbies: Viajar, conhecer novos restaurantes e praticar atividades físicas.
Listed skills include Microsoft Office, Microsoft Excel, Data Analytics, English, and 3 others.
Current workplace
Caroline Thomacheski's current company
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Santander Private Banking
9 roles
Caroline Thomacheski work experience
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Daily Banker
Current
Sep 2024 - Present
Commercial Assistant
- Responsible for providing operational support to the sales team, as back-office intermediary between internal areas and the sales area.- Performing the onboarding process and onshore and offshore account opening for new high-income clients, including collecting and analyzing documentation and essential information about the client.- Organizing institutional and corporate events.
Feb 2023 - Sep 2024
Commercial Assistant
- Reporting to the Head of Commercial, working with asset management, venture capital and real estate.- Working in the investor relations area.- Participation in the preparation of strategic plan for the commercial area with the aim of increasing investment fundraising.- Participation in the process of structuring the commercial and investor relations areas, gathering and unifying indicators through the CRM implementation (EXCEL and Pipedrive).- Organizing and attending Investors Day, a TM3 event to present fund results to current investors.- Daily and monthly online and offline media planning for Instagram, LinkedIn and outdoor media campaigns.
Oct 2022 - Feb 2023
Investor Relations Intern
Jun 2022 - Oct 2022
Planejadora Financeira
• Atendimento ao cliente sobre finanças pessoais e investimentos, abordando temas de educação financeira como: controle orçamentário, planejamento sucessório, seguro de vida e objetivos financeiros.• Com base nos sistemas da corretora Warren Pro, realizava o acompanhamento das análises e alterações de produtos financeiros para apoiar no atendimento ao cliente e acompanhamento da evolução semanal de patrimônio por planejador(a) financeiro, através do desenvolvimento de planilhas de gerenciamento e POPs.• Lecionei o curso de introdução para investimentos para clientes e potenciais clientes.
Apr 2022 - Jun 2022
Planejadora Financeira
May 2021 - Sep 2021
Estagiária De Qualidade Logística
• Reporte a Gerência de Qualidade Logística América (Colômbia, Argentina, México e Chile).• Participação nas reuniões mensais de apresentação de resultados, em inglês, com participação da Diretoria Brasil-França, e responsável pela ata e criação das apresentações.• Gerenciar e consolidar KPIs preparando relatórios de sistemas de controles de qualidade, através de planilhas diárias e semanais, e buscando otimização do processo de logística.Principais projetos:• Projeto de derrogação logística: atuou como PO (Project Owner) no desenvolvimento de um portal para solicitar derrogação (dispensa de cumprimento das regras) de caráter logístico que antes requeria a aprovação dos diretores responsáveis pelas áreas envolvidas/afetadas, agilizando e identificando as liberações.• Projeto de sistema de melhorias: desenvolvimento de um site através do Microsoft Sharepoint para inclusão de sugestão de melhorias centralizando-as no gestor responsável.
Sep 2019 - Apr 2021
Estagiário
• Controle de contas a pagar e receber.• Criação de planilhas para auxílio das atividades cotidianas.• Auxílio nas vendas.
Feb 2019 - Sep 2019
Team & coworkers
Colleagues at Santander Private Banking
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EM
Enrique Morales Quezada
Colleague at Santander Private BankingQuerétaro, Mexico
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GL
Gabriel Leite Lara, Cfp®
Colleague at Santander Private BankingBelo Horizonte, Minas Gerais, Brazil
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MJ
Mesa Juan
Colleague at Santander Private BankingGreater Madrid Metropolitan Area, Spain
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CM
Cecilia Marcos Villarino
Colleague at Santander Private BankingBarcelona, Catalonia, Spain
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LA
Luis Alexis Rodriguez Piña
Colleague at Santander Private BankingGuadalupe, Nuevo León, Mexico
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VZ
Vanesa Zufiaurre
Colleague at Santander Private BankingSpain
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AE
Alberto Estevez Olleros, Cfa
Colleague at Santander Private BankingMajadahonda, Community Of Madrid, Spain
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AF
Adam Fisher
Colleague at Santander Private BankingLondon, England, United Kingdom
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SI
Sanchez-Zaragoza Ignacio
Colleague at Santander Private BankingGreater Sevilla Metropolitan Area, Spain
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JP
Josefina Priego Gonzalez De Canales
Colleague at Santander Private BankingCórdoba, Andalusia, Spain
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Enrique Morales Quezada
Colleague at Santander Private BankingQuerétaro, Mexico
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GL
Gabriel Leite Lara, Cfp®
Colleague at Santander Private BankingBelo Horizonte, Minas Gerais, Brazil
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MJ
Mesa Juan
Colleague at Santander Private BankingGreater Madrid Metropolitan Area, Spain
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CM
Cecilia Marcos Villarino
Colleague at Santander Private BankingBarcelona, Catalonia, Spain
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LA
Luis Alexis Rodriguez Piña
Colleague at Santander Private BankingGuadalupe, Nuevo León, Mexico
View →
VZ
Vanesa Zufiaurre
Colleague at Santander Private BankingSpain
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AE
Alberto Estevez Olleros, Cfa
Colleague at Santander Private BankingMajadahonda, Community Of Madrid, Spain
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AF
Adam Fisher
Colleague at Santander Private BankingLondon, England, United Kingdom
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SI
Sanchez-Zaragoza Ignacio
Colleague at Santander Private BankingGreater Sevilla Metropolitan Area, Spain
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JP
Josefina Priego Gonzalez De Canales
Colleague at Santander Private BankingCórdoba, Andalusia, Spain
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4 education records
Caroline Thomacheski education
Bacharelado Em Administração, Business Administration And Management, General
Bachelor Of Business Administration - Bba, Business Administration And Economics
Ensino Médio
Mestrado, Linha De Pesquisa: Decisões Em Finanças E Mercados Financeiros
FAQ
Frequently asked questions about Caroline Thomacheski
Quick answers generated from the profile data available on this page.
What company does Caroline Thomacheski work for?
Caroline Thomacheski works for Santander Private Banking.
What is Caroline Thomacheski's role at Santander Private Banking?
Caroline Thomacheski is listed as Daily Banker UHNW at Santander Private Banking.
Where is Caroline Thomacheski based?
Caroline Thomacheski is based in Curitiba, Paraná, Brazil while working with Santander Private Banking.
What companies has Caroline Thomacheski worked for?
Caroline Thomacheski has worked for Santander Private Banking, Portofino Multi Family Office, Tm3 Capital, Uplanner | Finanças Pessoais, and Groupe Renault.
Who are Caroline Thomacheski's colleagues at Santander Private Banking?
Caroline Thomacheski's colleagues at Santander Private Banking include Enrique Morales Quezada, Gabriel Leite Lara, Cfp®, Mesa Juan, Cecilia Marcos Villarino, and Luis Alexis Rodriguez Piña.
How can I contact Caroline Thomacheski?
You can use AeroLeads to view verified contact signals for Caroline Thomacheski at Santander Private Banking, including work email, phone, and LinkedIn data when available.
What schools did Caroline Thomacheski attend?
Caroline Thomacheski holds Bacharelado Em Administração, Business Administration And Management, General from Universidade Federal Do Paraná.
What skills is Caroline Thomacheski known for?
Caroline Thomacheski is listed with skills including Microsoft Office, Microsoft Excel, Data Analytics, English, Personal Development, Time Management, and Life Skills.
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