Helton Loiola, Cfp®, Cea®, Ai - Ancord Email and Phone Number
Helton Loiola, Cfp®, Cea®, Ai - Ancord work email
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Helton Loiola, Cfp®, Cea®, Ai - Ancord personal email
Helton Loiola, Cfp®, Cea®, Ai - Ancord phone numbers
▪ Multidisciplinary professional with expertise in financial planning, investment advice, communication, sales, advertising, marketing, retail and new business.▪ Solid experience (+20yrs) in the commercial area with knowledge of sales methodology and processes.▪ Experience in team management, sales planning, goal setting and monitoring activities.▪ Great negotiation skills, communication skills, with good writing and public speaking skills.▪ Customer portfolio management, prospecting, service, relationships and loyalty.▪ Preparation and application of strategic plans, metrics systems and performance indicators.▪ Expertise in the selection, training and development of new employees and partners.▪ Identification of new markets and study of the actions of competing companies.Specializations:Financial Planning - CFP;Investment Specialist - CEA;Investment Advisory - ANCORD;B2B, B2C and selling consultative;Negotiation;Business Strategy;Advertising;Analysis of the market from the competition;Retail;CRM
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FounderOitodois AgencyState Of São Paulo, Brazil
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Planejador Financeiro E Assessor De InvestimentosO2 Capital Jul 2024 - PresentSão Paulo, Brasilo Atendimento personalizado e exclusivo a investidores pessoa física alta renda e empresas.o Estudo do perfil, necessidades e momento de vida do investidor.o Desenho de portfolio de investimento de acordo com perfil, expectativas do investidor e do mercado.o Revisão constante do portfolio adequando ao momento e objetivo do investidor, buscando entregar performance.o Planejamento financeiro, fiscal e sucessório para o cliente.o Gestão de riscos e proteção patrimonial.o Planejamento para aposentadoria.
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Assessor De InvestimentosBtg Pactual Dec 2022 - PresentSão Paulo, São Paulo, Brasil -
FounderOitodois Agency Jul 2016 - PresentSão Paulo, Brasil
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Co-FounderSincra Aug 2022 - Jul 2024São Paulo, São Paulo, BrasilSincra Investments is authorized by CVM (Comissão de Valores Mobiliários) and contracted by BTG Pactual.Our investment solutions are complete and global in scope, accessed in a simple, uncomplicated way and with strategic support.Our proposal is to bring profitable, safe investments to the client, with personalized service, totally impartial and in line with their profile and expectations.o Personalized and exclusive service for individual investors and companies.o Study of the investor's profile, needs and moment of life.o Investment portfolio design according to the profile and expectations of investors and the market.o Constant review of the portfolio, adapting it to the moment and the investor's objective, seeking to deliver performance.o Financial, succession and tax planning for the client.Asset management.o Planning for retirement. -
Líder Do Comitê De AlocaçãoSincra Jan 2023 - Jun 2024São Paulo, São Paulo, BrasilNossa ideia é trazer uma alocação eficiente dos portfólios, buscando informações e tendencias macro e micro econômicas.Selecionamos os produtos e montamos as carteiras respeitando o perfil do cliente, horizonte de tempo e de liquidez.Os produtos selecionais passam por vários critérios de elegibilidade até serem recomendado aos nossos clientes.Estamos sempre em contato com as principais assets e profissionais do mercado para trazer sempre um mais conhecimento e opiniões diferentes.
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Assessor De InvestimentosXp Investimentos Jan 2021 - Nov 2022São Paulo, São Paulo, Brasil -
Partner & Invetments SpecialistSaron Investments Jan 2021 - Oct 2022São Paulo, São Paulo, BrasilSaron Investments is authorized by the CVM (Brazilian Securities and Exchange Commission) and accredited to XP Investimentos.Our investment solutions are the most complete in the Brazilian market and include innovative solutions with a global scope, which can be accessed in a simple, uncomplicated way and with strategic support.Our proposal is to bring the client profitable, safe investments, with personalized service, totally impartial and aligned with their profile and expectations.o Personalized and exclusive service for individual and corporate investors.o Study of the investor's profile, needs and time of life.o Design of investment portfolio according to investor and market expectations.o Constant review of the portfolio, adapting to the moment and objective of the investor, seeking to deliver performance.o Financial, succession and tax planning for the client.o Asset management.o Planning for retirement. -
Senior Account ManagerThe Brazilian Traffic Network Jul 2016 - Jul 2022São Paulo Area, BrazilBrazilian Traffic Network is a leading provider of traffic news and information, is present in the eight largest metropolitan regions in Brazil: São Paulo, Campinas, Rio de Janeiro, Brasília, Belo Horizonte, Curitiba, Porto Alegre and Salvador.o Selling advertising on the radio.o Support to advertising agencies and direct customers.o Prospecting, activating inactive customers and maintaining active accounts.o Preparation, presentation and negotiation of proposals, media plans and special projects.o Post-sales analysis and presentation of campaign reports to the client.o Sales activity reports and other routines related to the commercial area. -
Senior Account ManagerGrupo Bandeirantes De Comunicação Jan 2013 - Jul 2016São Paulo, São Paulo, BrasilLeading company in audience of Digital Out of Home in Brazil, Band Outernet encompasses communication solutions in public transport in the main cities of Brazil. Our programming, and the brands that support us, accompany the mobility of the classes that drive the country's growth. o Commercialization of advertising space OOH (out of home media).o Out of home media advertising sales.o Support to advertising agencies and direct customers.o Prospecting, activating inactive customers and maintaining active accounts.o Preparation, presentation and negotiation of proposals, media plans and special projects.o Sales activity reports, metrics systems, CRM and other routines related to the commercial area. -
Sales ManagerArkpad.Com.Br Jul 2011 - Nov 2012São Paulo Area, Brazilo Participation in the company's startup team. Reporting directly to the company's board. o Training, development, coordination and training of the commercial team. o Development of sales and marketing strategies. o Coordination of new product development and implementation. o Commercial and technical support for account executives, performance evaluation and sales results. o Attendance and follow-up of visits to customers and agencies to present the products.o Preparation, presentation and negotiation of proposals and special projects.o Discovery and opening for other companies to come to customers, forming new partnerships.o Success in customer loyalty, increasing sales by 200% in six months, through planning and sales actions.o Participation in fairs, congresses, conferences and conventions.o CRM, sales reports and metrics system. -
Key Account ManagerHomedics Jan 2011 - Jan 2012Brazilo Prospecting, activating inactive customers and maintaining active accounts.o Starting new markets, aiming at doing making new deals.o Support to retail big players, e-commerce and franchise network.o Visit to customers and product presentation.o Preparation, presentation, negotiation of proposals and quotations and deadlines for the client.o Effectiveness of the sale and monitoring of the process until delivery.o After-sales and periodic visits to the customer for maintenance and relationship.o Participation in fairs, congresses, conferences and conventions.o Sales activity reports and other routines related to the commercial area. -
Account ManagerShop Tour Tv Nov 2008 - Dec 2010São Paulo Area, Brazilo Commercialization of advertising space on TV.o Service to advertising agencies and direct clients.o Prospecting, activating inactive customers and maintaining active accounts.o Preparation, presentation and negotiation of proposals, media plans and special projects.o Sales execution and monitoring of the entire process.o Post-sales analysis and presentation of campaign reports to the client.o Preparation of sales reports, use of CRM and other routines related to the commercial area.
Helton Loiola, Cfp®, Cea®, Ai - Ancord Skills
Helton Loiola, Cfp®, Cea®, Ai - Ancord Education Details
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Marketing/Marketing Management, General -
Retail Management, Consumer Market And Supply Chain -
Marketing -
Escola Estadual Pedro Alvares CabralHigh School Diploma -
Escola Municipal Maria LeopoldinaEnsino Fundamental
Frequently Asked Questions about Helton Loiola, Cfp®, Cea®, Ai - Ancord
What company does Helton Loiola, Cfp®, Cea®, Ai - Ancord work for?
Helton Loiola, Cfp®, Cea®, Ai - Ancord works for Oitodois Agency
What is Helton Loiola, Cfp®, Cea®, Ai - Ancord's role at the current company?
Helton Loiola, Cfp®, Cea®, Ai - Ancord's current role is Founder.
What is Helton Loiola, Cfp®, Cea®, Ai - Ancord's email address?
Helton Loiola, Cfp®, Cea®, Ai - Ancord's email address is hl****@****.com.br
What is Helton Loiola, Cfp®, Cea®, Ai - Ancord's direct phone number?
Helton Loiola, Cfp®, Cea®, Ai - Ancord's direct phone number is +55 11 3131*****
What schools did Helton Loiola, Cfp®, Cea®, Ai - Ancord attend?
Helton Loiola, Cfp®, Cea®, Ai - Ancord attended Fgv - Fundação Getulio Vargas, Université De Genève, Ubs - Escola De Negócios, Fia Business School, Universidade Estácio De Sá, Universidade Estácio De Sá, Escola Estadual Pedro Alvares Cabral, Escola Municipal Maria Leopoldina.
What are some of Helton Loiola, Cfp®, Cea®, Ai - Ancord's interests?
Helton Loiola, Cfp®, Cea®, Ai - Ancord has interest in Vendas E Novas Tecnologias, Ofertas De Consultoria, Children, Representação Comercial, Health, Education, Novos Negócios, Science And Technology, Crescimento Profissional E Pessoal, Oportunidades De Carreira.
What skills is Helton Loiola, Cfp®, Cea®, Ai - Ancord known for?
Helton Loiola, Cfp®, Cea®, Ai - Ancord has skills like Publicidade, B2b, Vendas, Crm, Sales, Negotiation, Operating Systems, Marketing, Online Marketing, Microsoft Office, Marketing Online, Sales Management.
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