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Fernanda Barbieri is listed as Wealth Management | TNA e Alocc Gestão Patrimonial at Alocc Gestão Patrimonial, a company with 19 employees, based in São Paulo, São Paulo, Brazil. AeroLeads shows a matched LinkedIn profile for Fernanda Barbieri.
Fernanda Barbieri previously worked as Wealth Planning at Alocc Gestão Patrimonial and Analista de projetos at Jll. Fernanda Barbieri holds Master Of Business Administration - Mba, Finance, General from Ibmec.
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Bachelor of Civil Engineering with a strong technical background, complemented by an MBA in Finance. With over 4 years of experience in project management, I have developed robust skills in the efficient delivery of complex projects, ensuring success from both technical and financial perspectives.I bring over 3 years of expertise in Wealth Management and Financial Planning, focusing on wealth management where I have contributed to the financial success of clients and businesses. Over the past 3 years, I have gained proficiency in investment strategies, portfolio management, and personalized financial consulting. My commitment is to align technical and financial knowledge to provide holistic and results-oriented solutions.
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- Responsible for crafting personalized financial and succession plans for a diverse portfolio of high-net-worth clients.- Coordinated and reviewed Income Tax and Central Bank statements.- Provided support to the customer service department.- Conducted calculations for onshore and offshore capital gains.
Rio De Janeiro E Região, Brasil
Rio De Janeiro E Região, Brasil
Other employees you can reach at alocc.com.br. View company contacts for 19 employees →
Andrea Martins, Cfp®
Colleague at Alocc Gestão Patrimonial
Rio De Janeiro, Rio De Janeiro, Brazil, Brazil
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JV
Julio Virtebo Brasil
Colleague at Alocc Gestão Patrimonial
Rio De Janeiro, Rio De Janeiro, Brazil, Brazil
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PB
Paula Bento,Cfp®️
Colleague at Alocc Gestão Patrimonial
Rio De Janeiro, Brazil, Brazil
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EM
Elber Maia
Colleague at Alocc Gestão Patrimonial
Rio De Janeiro, Rio De Janeiro, Brazil, Brazil
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SB
Stefannie Billwiller
Colleague at Alocc Gestão Patrimonial
Rio De Janeiro, Rio De Janeiro, Brazil, Brazil
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LM
Leandro Martins
Colleague at Alocc Gestão Patrimonial
Niterói, Rio De Janeiro, Brazil, Brazil
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LH
Luiza Hime, Cfp®️
Colleague at Alocc Gestão Patrimonial
Rio De Janeiro, Brazil, Brazil
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WC
Wdson Cardoso
Colleague at Alocc Gestão Patrimonial
Canavieiras, Bahia, Brazil, Brazil
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CM
Cristiana May Borges
Colleague at Alocc Gestão Patrimonial
Rio De Janeiro, Rio De Janeiro, Brazil, Brazil
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RT
Ricardo Taboaco
Colleague at Alocc Gestão Patrimonial
Rio De Janeiro, Rio De Janeiro, Brazil, Brazil
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Quick answers generated from the profile data available on this page.
Fernanda Barbieri works for Alocc Gestão Patrimonial.
Fernanda Barbieri is listed as Wealth Management | TNA e Alocc Gestão Patrimonial at Alocc Gestão Patrimonial.
Fernanda Barbieri is based in São Paulo, São Paulo, Brazil while working with Alocc Gestão Patrimonial.
Fernanda Barbieri has worked for Alocc Gestão Patrimonial, Jll, Brigadeiros Da Pati, and Acj Efer Construtores Associados Ltda..
Fernanda Barbieri's colleagues at Alocc Gestão Patrimonial include Andrea Martins, Cfp®, Julio Virtebo Brasil, Paula Bento,Cfp®️, Elber Maia, and Stefannie Billwiller.
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Fernanda Barbieri holds Master Of Business Administration - Mba, Finance, General from Ibmec.
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