Analista De Investimentos E Relacionamento Pleno
Current
Feb 2024 - Present
AeroLeads people directory · profile
Fernanda Perdigão Benvenuti, Cfp® Email & Phone Number
Expert in investments | Finance Planning
at
Avenue
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
Expert in investments | Finance Planning
Location
New Fribourg, Rio De Janeiro, Brazil
Who is Fernanda Perdigão Benvenuti, Cfp®? Overview
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Quick answer
Fernanda Perdigão Benvenuti, Cfp® is listed as Expert in investments | Finance Planning at Avenue, based in New Fribourg, Rio De Janeiro, Brazil. AeroLeads shows a matched LinkedIn profile for Fernanda Perdigão Benvenuti, Cfp®.
Fernanda Perdigão Benvenuti, Cfp® previously worked as Analista de investimentos e relacionamento pleno at Avenue and Analista de investimentos e relacionamento at Avenue. Fernanda Perdigão Benvenuti, Cfp® holds Bachelor'S Degree In Business Administration, Business Administration And Management, General from Universidade Candido Mendes.
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Email format at Avenue
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Avenue
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Profile bio
About Fernanda Perdigão Benvenuti, Cfp®
Financial market professional with eigth years of experience, working in companies in the large financial sector. Fernanda has solid knowledge of banking and investment products, costumer service with the aplication NPS surveys, costumer managment through CRM Salesforce, financial analysis, asset alocation and portfolio managment.Expert in investments CEA and she is studying the political and economic scenarios of Brazil and the world.Available for company travel.Certificates: CEA, CPA20, CPA10.E-mail: fernanda-perdigao@hotmail.com
Current workplace
Fernanda Perdigão Benvenuti, Cfp®'s current company
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7 roles
Fernanda Perdigão Benvenuti, Cfp® work experience
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Analista De Investimentos E Relacionamento
Responsável pelo atendimento de clientes investidores, auxiliando com investimentos internacionais, como bonds, CDs, ETFs, ações, fundos e câmbio. Além de dar orientações sobre tributação no exterior, constituição de offshore/ conta PIC e impactos fiscais e sucessórios de investimentos no exterior.
Mar 2023 - Mar 2024
Financial Planner
• Responsável por realizar atendimento consultivo a clientes alta renda, identificando as necessidades de cada pessoa e tratando com soluções do planejamento financeiro nos seis pilares do CFP, sendo eles: planejamento financeiro, gestão de investimentos, gerenciamento de riscos, planejamento de aposentadoria, gestão fiscal e planejamento sucessório.• Responsável pela orientação da montagem e organização da carteira de investimentos dos clientes, seguindo perfil de risco e objetivos aliados… Show more • Responsável por realizar atendimento consultivo a clientes alta renda, identificando as necessidades de cada pessoa e tratando com soluções do planejamento financeiro nos seis pilares do CFP, sendo eles: planejamento financeiro, gestão de investimentos, gerenciamento de riscos, planejamento de aposentadoria, gestão fiscal e planejamento sucessório.• Responsável pela orientação da montagem e organização da carteira de investimentos dos clientes, seguindo perfil de risco e objetivos aliados a um asset alocation estratégico voltado a alcance de objetivos.• Identificação de viéses comportamentais dos investidores e desenvolvimento de consciência para que não interfira na construção patrimonial.• Recorrentes notas promotoras nas pesquisas NPS Show less
Nov 2021 - Jul 2022
Financial Advisor
• I was responsible for allocation and distribution of products (investment funds, fixed income, variable income, pensions and public offerings in general) and portfolio managment.• Clients managment through Salesforce CRM• I monitored the national and international political-economic scenarios• I received 9 and 10 grades in NPS attendance with high frequency
Apr 2020 - Apr 2021
Bank Teller
• I was responsible for the offer and sale of banking products and cash management• Costumer service and solution their demands• Highlight in performance and costumer service many times
May 2014 - Mar 2020
Intern
• I was responsible for the offer and sale of payroll loans• Customer service and solution of demands• 1º Brazil level place in payroll loans Itaú agencies
Mar 2013 - Mar 2014
Aprendiz
Oct 2010 - Sep 2011
1 education record
Fernanda Perdigão Benvenuti, Cfp® education
FAQ
Frequently asked questions about Fernanda Perdigão Benvenuti, Cfp®
Quick answers generated from the profile data available on this page.
What company does Fernanda Perdigão Benvenuti, Cfp® work for?
Fernanda Perdigão Benvenuti, Cfp® works for Avenue.
What is Fernanda Perdigão Benvenuti, Cfp®'s role at Avenue?
Fernanda Perdigão Benvenuti, Cfp® is listed as Expert in investments | Finance Planning at Avenue.
Where is Fernanda Perdigão Benvenuti, Cfp® based?
Fernanda Perdigão Benvenuti, Cfp® is based in New Fribourg, Rio De Janeiro, Brazil while working with Avenue.
What companies has Fernanda Perdigão Benvenuti, Cfp® worked for?
Fernanda Perdigão Benvenuti, Cfp® has worked for Avenue, Tc, Rj Investiments, Itaú Unibanco, and Hak Aviamentos.
How can I contact Fernanda Perdigão Benvenuti, Cfp®?
You can use AeroLeads to view verified contact signals for Fernanda Perdigão Benvenuti, Cfp® at Avenue, including work email, phone, and LinkedIn data when available.
What schools did Fernanda Perdigão Benvenuti, Cfp® attend?
Fernanda Perdigão Benvenuti, Cfp® holds Bachelor'S Degree In Business Administration, Business Administration And Management, General from Universidade Candido Mendes.
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