Jeronimo Coltro Email & Phone Number
@itau.com.br
2 phones found area 413
LinkedIn matched
Who is Jeronimo Coltro? Overview
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Jeronimo Coltro is listed as Partner and Senior Financial Advisor at Lifetime Investimentos, a company with 223 employees, based in Paraná, Brazil, Brazil. AeroLeads shows a work email signal at itau.com.br, phone signal with area code 413, and a matched LinkedIn profile for Jeronimo Coltro.
Jeronimo Coltro previously worked as Partner & Senior Financial Advisor at Lifetime Investimentos and Wealth Manager at Itaú Unibanco. Jeronimo Coltro holds Master Of Business Administration - Mba from Ivey Business School At Western University.
Email format at Lifetime Investimentos
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AeroLeads found 1 current-domain work email signal for Jeronimo Coltro. Compare company email patterns before reaching out.
About Jeronimo Coltro
Jeronimo Coltro is a Partner and Senior Financial Advisor at Lifetime Investimentos. He possess expertise in cpa 20, cfp, private banking, banking, financial markets and 2 more skills. He is proficient in Spanish and Inglês.
Listed skills include Cpa 20, Cfp, Private Banking, Banking, and 3 others.
Jeronimo Coltro's current company
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Jeronimo Coltro work experience
A career timeline built from the work history available for this profile.
Partner & Senior Financial Advisor
Current
Wealth Manager
- Enhanced our clients investments portfolios through a more efficient diversification, respecting each client profile; this led to an increase in client satisfaction and more member get member opportunities.
- Increased AUM in approximately 31% and ROA in 14% during a 4-year period, having, at the end, a client portfolio of 230 individuals and ~R$640 million in AUM.
- Contributed to tailored product development with areas such as Treasury and Asset Management delivering to our clients the best investments options on the market.
Private Banker
- Developed strategic partnerships with a specific focus on commercial retail branches; increased client base by 7% and improved overall results for the branch.
- Managed small events for clients and partners such as lunches and seminars; monitored customer demands and feedbacks to improve services and products.
- Created new strategies to approach customers in a more customized and friendly manner. Developed partnerships with Corporate areas to deliver a full suite of solutions targeting the complete satisfaction of the customer.
Assistant Private Banker
- Collaborated with bankers by running several reports and communications for clients, including building spreadsheets to track defined goals for the branch.
- Developed a series of standardized business processes focused on avoiding errors, minimizing client dissatisfaction and extra costs for the branch; reduced costly errors by 50% after these adjustments through a 1-year.
Gerente Assistente
Colleagues at Lifetime Investimentos
Other employees you can reach at lifetimeinvest.com.br. View company contacts for 223 employees →
Thiago Goldoni Moreira
Colleague at Lifetime InvestimentosSão Paulo, São Paulo, Brazil, Brazil
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PF
Pedro Falcão
Colleague at Lifetime InvestimentosSão Paulo, São Paulo, Brazil, Brazil
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JI
José Igor M.
Colleague at Lifetime InvestimentosSão Paulo, São Paulo, Brazil, Brazil
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AK
Ayla Krishna Viana Da Silva
Colleague at Lifetime InvestimentosRio De Janeiro, Brazil, Brazil
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LP
Leonardo Peruzzo, Cfp®
Colleague at Lifetime InvestimentosCaxias Do Sul, Rio Grande Do Sul, Brazil, Brazil
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MO
Matheus Oliveira
Colleague at Lifetime InvestimentosSão Paulo, São Paulo, Brazil, Brazil
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SB
Sarah Bemerguy Carvalho, Cea
Colleague at Lifetime InvestimentosBelém, Pará, Brazil, Brazil
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TS
Talise Soares, Cfp®
Colleague at Lifetime InvestimentosSão Paulo, São Paulo, Brazil, Brazil
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WN
Willians N.
Colleague at Lifetime InvestimentosSão Paulo, São Paulo, Brazil, Brazil
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PA
Pedro Augusto Alves Silva
Colleague at Lifetime InvestimentosSão Paulo, São Paulo, Brazil, Brazil
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Jeronimo Coltro education
Master Of Business Administration - Mba
Management, Business
Especialização, Finanças
Engenheiro De Produção, Engenharia De Produção
Frequently asked questions about Jeronimo Coltro
Quick answers generated from the profile data available on this page.
What company does Jeronimo Coltro work for?
Jeronimo Coltro works for Lifetime Investimentos.
What is Jeronimo Coltro's role at Lifetime Investimentos?
Jeronimo Coltro is listed as Partner and Senior Financial Advisor at Lifetime Investimentos.
What is Jeronimo Coltro's email address?
AeroLeads has found 1 work email signal at @itau.com.br for Jeronimo Coltro at Lifetime Investimentos.
What is Jeronimo Coltro's phone number?
AeroLeads has found 2 phone signal(s) with area code 413 for Jeronimo Coltro at Lifetime Investimentos.
Where is Jeronimo Coltro based?
Jeronimo Coltro is based in Paraná, Brazil, Brazil while working with Lifetime Investimentos.
What companies has Jeronimo Coltro worked for?
Jeronimo Coltro has worked for Lifetime Investimentos, Itaú Unibanco, Bradesco, and Banco Bradesco.
Who are Jeronimo Coltro's colleagues at Lifetime Investimentos?
Jeronimo Coltro's colleagues at Lifetime Investimentos include Thiago Goldoni Moreira, Pedro Falcão, José Igor M., Ayla Krishna Viana Da Silva, and Leonardo Peruzzo, Cfp®.
How can I contact Jeronimo Coltro?
You can use AeroLeads to view verified contact signals for Jeronimo Coltro at Lifetime Investimentos, including work email, phone, and LinkedIn data when available.
What schools did Jeronimo Coltro attend?
Jeronimo Coltro holds Master Of Business Administration - Mba from Ivey Business School At Western University.
What skills is Jeronimo Coltro known for?
Jeronimo Coltro is listed with skills including Cpa 20, Cfp, Private Banking, Banking, Financial Markets, Capital Markets, and Portfolio Management.
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