Igor Porto Flores, Cfp® Email and Phone Number
Igor Porto Flores, Cfp® work email
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Igor Porto Flores, Cfp® personal email
• Certified Financial Planner® professional with also many other standout certifications within the financial market as ANBIMA CEA, CPA-20, CPA-10 and B3 PQO for Operations and Commercial;• Broad experience at the investment banking and financial products area, expertise at portfolio structure, financial planning for succession and tax management;• Experienced professional within large and expressive international companies and conglomerates;• International academic curriculum at Lewis University, IL and professional at Flagship University, TX;• Great communication skills and fluent in English and Portuguese.
Liberta Investimentos
View- Website:
- libertainvestimentos.com.br
- Employees:
- 90
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Sr Private AdvisorLiberta Investimentos Aug 2021 - PresentPorto Alegre, Rio Grande Do Sul, Brazil
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Personnalité Relationship ManagerItaú Unibanco Nov 2019 - Aug 2021Porto Alegre, Rio Grande Do Sul• Client's prospection of high-income clients and portfolio management, currently with assets under management about R$ 260 million.• Investment advisory and succession planning.• Distribution of financial products as investment funds, stocks, assets, fixed income, and others. Also, distribution of credit and heritage management. -
Investment AdvisorPortocred Financeira Oct 2017 - Nov 2019Porto Alegre, Rio Grande Do Sul• Prospection of new clients and business.• Fixed income Portfolio management and customer relationship• Sponsor of account openings systems and protocols and provide innovation to the Investment team.• Follow up with other colleagues about new deposits, accounts and withdraws. -
General ManagerPosto Barão Feb 2016 - Jun 2017Porto Alegre, Brazil• Family gas station management located in Porto Alegre with twelve employees• Responsible for managing all areas such as finance, billing, Human Resources, marketing, and sales.
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Investment AdvisorAtiva Investments Aug 2015 - Mar 2016Porto Alegre, Brazil• Service and relationship with clients of the broker and manager.• Prospecting, attracting, negotiating, and retaining individual and corporate clients. • Market analysis, recommendation, and sale of investment products. • Prospecting for new business and preparing commercial proposals. -
Passenger Services LeadAmerican Airlines Sep 2013 - Feb 2014Porto Alegre, BrazilAfter two months of training in Sao Paulo, I was chosen to take special training for leads, and was sent to Dallas, TX. I was responsible for the Porto Alegre station and the first AA flight (AA203) on this lane. I was responsible for all customer service team, problem resolution, system support, negotiation with service providers, and feedback to the sales team. Also responsible for the ATM (Ticketing Store), internal audit and human resources. -
Supply Chain InternFitesa Dec 2011 - Dec 2012Porto Alegre E Região, BrasilSupport to the sales team, planning and purchases. Negotiation, evaluation and quoting with suppliers were daily activities. Also, support issuing contracts and improving the purchase process with the team. On planning, I was responsible for working on the production planning charts and stock supply checks. Moreover, I was responsible for all international visitors, support to sales quotes and services. -
Supervisor De OperaçãoPlasbom Ind. May 2007 - Jun 2011Porto Alegre E Região, Brasil
Igor Porto Flores, Cfp® Skills
Igor Porto Flores, Cfp® Education Details
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Finanças, Investimentos E Banking -
Negócios Internacionais E Comércio Exterior
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International Business And Affairs
Frequently Asked Questions about Igor Porto Flores, Cfp®
What company does Igor Porto Flores, Cfp® work for?
Igor Porto Flores, Cfp® works for Liberta Investimentos
What is Igor Porto Flores, Cfp®'s role at the current company?
Igor Porto Flores, Cfp®'s current role is Top 68 XP Brasil | Investments Specialist | Financial planner | Banker.
What is Igor Porto Flores, Cfp®'s email address?
Igor Porto Flores, Cfp®'s email address is ip****@****.com.br
What schools did Igor Porto Flores, Cfp® attend?
Igor Porto Flores, Cfp® attended Pontifícia Universidade Católica Do Rio Grande Do Sul, Pontifícia Universidade Católica Do Rio Grande Do Sul, Lewis University.
What are some of Igor Porto Flores, Cfp®'s interests?
Igor Porto Flores, Cfp® has interest in Administração, Economic Empowerment, Politics, Política, Asset Management, Tecnologia, Finanças, Comercial, Vendas, Bancos.
What skills is Igor Porto Flores, Cfp® known for?
Igor Porto Flores, Cfp® has skills like Atendimento Ao Cliente, Microsoft Excel, Fundos De Investimento, Vendas, Economia, Investimentos, Marketing.
Who are Igor Porto Flores, Cfp®'s colleagues?
Igor Porto Flores, Cfp®'s colleagues are Antonio Delapieve Neto, Cfp®, Felipe Rodrigues Stivanelli, Lucas Ferrairo Reis, Bruno Macedo, Braian Capeleto, Andy Alves, Nicholas Ferreira.
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