Imara Puntim Felix
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Imara Puntim Felix Email & Phone Number

Investments Specialist | Wealth Management at EQI INVESTIMENTOS
Location: São Paulo, São Paulo, Brazil 10 work roles 3 schools
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✓ Verified May 2026 3 data sources Profile completeness 86%

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Current company
EQI INVESTIMENTOS
Role
Investments Specialist | Wealth Management
Location
São Paulo, São Paulo, Brazil
Company size
339 employees

Who is Imara Puntim Felix? Overview

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Quick answer

Imara Puntim Felix is listed as Investments Specialist | Wealth Management at EQI INVESTIMENTOS, a company with 339 employees, based in São Paulo, São Paulo, Brazil. AeroLeads shows a matched LinkedIn profile for Imara Puntim Felix.

Imara Puntim Felix previously worked as Investment Advisor at Eqi Investimentos and Customer Experience Specialist at Safra. Imara Puntim Felix holds Ancord from Fundação Getulio Vargas.

Company email context

Email format at EQI INVESTIMENTOS

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EQI INVESTIMENTOS

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Profile bio

About Imara Puntim Felix

✉ imarafelix@yahoo.comMy career has developed by working in commercial and relationship management roles, accumulating 17 years of experience in retail/B2C. In 2020, I transitioned to the financial market, gaining exposure to areas related to personalized management, financial services, and investment advisory.I have a communicative profile, with a strong analytical capacity, collaborative spirit, results-oriented mindset, and aptitude in negotiations.Highlights:- CPA-20 Certification;- ANCORD Certification;- Portfolio Management for large and medium-sized clients;- Prospecting and Lead Qualification: Cold Call, Cold Email, SDR, Inside Sales, Inbound and Outbound Marketing;- SPIN Selling Methodology, Rapport Building, Assertive Communication;- Experience with the tools: Pipe Drive, CRM Exclusive, Jira, Trello, Google Sheets, Microsoft Office Suite, Excel (Macros/VBA), Power BI/SQL, VS Code/Python, AI;- Ability to work independently and remotely, hybrid, or on-site.

Current workplace

Imara Puntim Felix's current company

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EQI INVESTIMENTOS
Eqi Investimentos
Investments Specialist | Wealth Management
Website
eqi.com.br
Employees
339
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10 roles

Imara Puntim Felix work experience

A career timeline built from the work history available for this profile.

Investment Advisor

Current
Eqi Investimentos

São Paulo, São Paulo, Brazil

Aug 2024 - Present

Customer Experience Specialist

Safra

São Paulo, São Paulo, Brazil

Jul 2024 - Aug 2024

Senior Investment Advisor

Guide Investimentos

São Paulo, São Paulo, Brazil

- Led the training of new employees, both in-person and online, developing comprehensive training materials and standard operating procedure.- Demonstrated proficiency in learning new procedures and effectively transmitting them to the team.- Experience managing High Net Worth accounts.- Managed portfolio allocation according to clients' profiles.

Apr 2021 - Jan 2023

Investment Advisor

Guide Investimentos

São Paulo, São Paulo, Brazil

- Successfully prospected and acquired new clients, contributing to business growth and expansion.- Conducted meetings with clients to foster strong relationships and effectively understand their needs.- Facilitated the opening of individual and corporate accounts, conducting comprehensive Know Your Customer (KYC) assessments and liaising with regulatory.

Oct 2020 - Apr 2021

Pharmacist

Droga Raia

São Paulo, São Paulo, Brazil

- Spearheaded team training initiatives, coordinating educational programs to empower staff with the latest industry knowledge and best practices.- Provided patient counseling on appropriate medication usage and potential side effects.- Assisted patients in treatment adherence.- Dispensed and managed controlled substances including opioids, stimulants.

Jun 2017 - Jan 2018

Pharmacist

Onofre Cvs Pharmacy

São Paulo, São Paulo, Brazil

- Same duties as above.

Jul 2015 - Oct 2016

Pharmacist

Grupo Dpsp

São Paulo, São Paulo, Brazil

- Same duties as above.

Apr 2013 - May 2015

Pharmacist Assistant

Drogaria D&F Farma

São Paulo, São Paulo, Brazil

Feb 2009 - Mar 2013

Beauty Salon - Business Owner

Equipe Zim

Cianorte, Paraná, Brazil

May 2007 - Jan 2008

Manicure

Salão De Beleza Novo Sonho

Cianorte, Paraná, Brazil

Oct 2006 - Mar 2007
Team & coworkers

Colleagues at EQI INVESTIMENTOS

Other employees you can reach at eqi.com.br. View company contacts for 339 employees →

AJ Alcides José Braga Junior Alcides José Braga Junior Colleague at Eqi Investimentos Balneário Camboriú, Santa Catarina, Brazil, Brazil View → BM Bernardo Moraes Dos Reis Bernardo Moraes Dos Reis Colleague at Eqi Investimentos Florianópolis, Santa Catarina, Brazil, Brazil View → TD Thais De Souza Pereira Thais De Souza Pereira Colleague at Eqi Investimentos Balneário Camboriú, Santa Catarina, Brazil, Brazil View → PB Paulo Borges Paulo Borges Colleague at Eqi Investimentos Santa Catarina, Brazil, Brazil View → PH Pedro Henrique Oliveira Pedro Henrique Oliveira Colleague at Eqi Investimentos Brasília, Federal District, Brazil, Brazil View → MD Miron Damo Miron Damo Colleague at Eqi Investimentos Florianópolis, Santa Catarina, Brazil, Brazil View → AB Adriano Brandão Adriano Brandão Colleague at Eqi Investimentos Osasco, São Paulo, Brazil, Brazil View → CL César Luis Maiochi César Luis Maiochi Colleague at Eqi Investimentos Santa Catarina, Brazil, Brazil View → GP Guilherme Pinho Thomé Guilherme Pinho Thomé Colleague at Eqi Investimentos Balneário Camboriú, Santa Catarina, Brazil, Brazil View → JE Jorge Eigenberg - Cea Jorge Eigenberg - Cea Colleague at Eqi Investimentos Joinville, Santa Catarina, Brazil, Brazil View →
3 education records

Imara Puntim Felix education

FAQ

Frequently asked questions about Imara Puntim Felix

Quick answers generated from the profile data available on this page.

What company does Imara Puntim Felix work for?

Imara Puntim Felix works for EQI INVESTIMENTOS.

What is Imara Puntim Felix's role at EQI INVESTIMENTOS?

Imara Puntim Felix is listed as Investments Specialist | Wealth Management at EQI INVESTIMENTOS.

Where is Imara Puntim Felix based?

Imara Puntim Felix is based in São Paulo, São Paulo, Brazil while working with EQI INVESTIMENTOS.

What companies has Imara Puntim Felix worked for?

Imara Puntim Felix has worked for Eqi Investimentos, Safra, Guide Investimentos, Droga Raia, and Onofre Cvs Pharmacy.

Who are Imara Puntim Felix's colleagues at EQI INVESTIMENTOS?

Imara Puntim Felix's colleagues at EQI INVESTIMENTOS include Alcides José Braga Junior, Bernardo Moraes Dos Reis, Thais De Souza Pereira, Paulo Borges, and Pedro Henrique Oliveira.

How can I contact Imara Puntim Felix?

You can use AeroLeads to view verified contact signals for Imara Puntim Felix at EQI INVESTIMENTOS, including work email, phone, and LinkedIn data when available.

What schools did Imara Puntim Felix attend?

Imara Puntim Felix holds Ancord from Fundação Getulio Vargas.

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