Jorge Felippe Penna De Barros, Cea, Mba Email and Phone Number
I am a Bachelor in Computer Science with an MBA in Business Management. I am certified by SUSEP for capitalization brokerage, insurance, and pensions since December 2019. In July 2020, I completed a specialization in Wealth Management, Family Office, and Third-Party Resources from PUCRs. In March 2022, I obtained the ANBIMA certification as an Investment Specialist (CEA) and received the CVM license to work as a Securities Consultant.I possess leadership, teamwork, and complex problem-solving skills. I have extensive experience in system integrations through database development and interface development in navigation, services, logistics, and education sectors. I have held roles as a project leader, DBA (Oracle and SQL Server), and systems analyst. As an IT manager, I executed projects that reduced operational costs and optimized processes, actively participating in development.I am fluent in English and have skills in programming logic, financial planning, Office suite (especially Excel), Power BI, ERP, Database, CRM, and Finance. I enjoy innovation challenges and am an enthusiast of the Design Thinking framework. My Business Games project was the winner during my MBA.In November 2019, I ventured into the financial sector, starting with an insurance brokerage in partnership with Metlife. Within 12 months, I achieved the Senior Consultant category. In July 2020, I gained experience with a private services company, assisting clients in estate planning. Since then, I have been working independently as a financial consultant for individuals, companies, and families.
Voga Wealth
View- Website:
- plifeconsultoria.com.br
- Employees:
- 2
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Diretor De ConsultoriaVoga WealthFederal District, Brazil
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Head Of Wealth PlanningVoga Wealth Jul 2022 - PresentBrasília, Federal District, BrazilProvide consulting services centered around fiduciary decisions for individuals, families and businesses:Understand and mitigate fiduciary, family office and trustee riskAccess the top resources in: Asset and investment management Wealth management and lending Legal representation Dispute resolution Family Office Fiduciary Integration and Support Insurance Tax/structuring Advice Unique Asset Administration (incl. real estate, closely held businesses, and digital assets) Valuation of illiquid assets including art and collectibles Family Governance and Future Generation Integration Estate Execution and Probate SupportAlign the fee structures of the service providers and the family’s needs- Support Junior Advisors with meeting and strategies
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FounderProlife Consultoria Nov 2019 - PresentRio De Janeiro, BrazilHelp people through tools, knowledges and structures to don't depend on their health and don't depend on their work to always have income with goals in all financial planning, with review and revision regurlaly.IT AdvisorBusiness Management Advisor -
It ManagerEmpresa Brasileira De Reparos Navais S.A. - Renave Dec 2012 - Dec 2019Niterói - Rio De JaneiroGerenciar o departamento de TI e processos administrativosGerenciar o banco de dados Oracle 10GR2.Melhorar Processos (Processo Operacional x ERP)Suportar tecnicamente todos os departamentos da empresa auxiliando nos processos internos e no desenvolvimento de indicadores (KPI).Suportar os membros da equipe, quando necessário, na tomada de decisões sobre assuntos técnicos, seja relacionado ao design do projeto ou solução de um problema de implantação.Identificar e avaliar as necessidades das áreas usuárias.Desenvolver ou buscar no mercado soluções de TI que atendam as necessidades dos projetos.Emitir parecer técnico para aquisição de soluções de TI do mercado.Desenvolver projetos pilotos com objetivo de auxiliar as áreas usuárias na escolha da melhor solução de TI.Customizar e parametrizar soluções de TI do mercado.Executar manutenção preventiva, evolutiva e preditiva nos Sistemas de Informação.Manter ciclo de melhoria contínua com Sustentação objetivando a evolução técnica. -
Assessor De TiEnavi Reparos Navais Ltda Jun 2007 - Nov 2012Niterói - RjGerenciamento do setor de TI (3 pessoas).Gerenciamento completo do banco de dados Oracle 10GR2Desenvolvimento de Sistemas (Vb.Net, C# usando NHibernate) e Interfaces para Integrações com Departamento Pessoal (Alterdata), Acesso (TRIX), ERP MX-Manager (MXM).Consultoria à Empresa em Softwares e Equipamentos desde Servidores à Estações de Trabalho, CFTV (GeoVision).Suporte ao usuário nos Processos do ERP.Auditor Interno ISO 9001 -
Coordenador De TiEnavi Reparos Navais Ltda Jun 2005 - Jun 2007Niterói - Rj - BrasilCoordenação do setor de TI (3 pessoas).Gerenciamento completo do banco de dados Oracle.Desenvolvimento de Sistemas (Vb.Net, C# usando NHibernate) e Interfaces para Integrações com Departamento Pessoal (Alterdata), Acesso (TRIX), ERP MX-Manager (MXM).Consultoria à Empresa em Softwares e Equipamentos desde Servidores à Estações de Trabalho, Suporte ao usuário nos Processos do ERP. -
ProgramadorEnavi Reparos Navais Ltda Apr 2004 - Jun 2005Niterói - Rio De Janeiro - BrasilManutenção do Sistema de Contratos e Orçamento em Visual Basic 6.0.Migração dos respectivos sistemas de SQL Server 7.0 para Oracle 9i.Criação de novas interfaces para integração com outros sistemas da empresa. -
Consultor OracleNsp 2006 - 2007
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Programador JuniorColégio Santa Mônica Feb 2001 - Dec 2002Higienópolis - Rio De Janeiro - RjDesenvolvimento de novas rotinas e manutenção nos Sistema de Administração Escolar e Financeiro (Delphi com SQLServer2000). Atualização de base de dados nas filiais. Suporte aos usuários sobre utilização dos sistemas.
Jorge Felippe Penna De Barros, Cea, Mba Skills
Jorge Felippe Penna De Barros, Cea, Mba Education Details
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Centro Universitário Da CidadeComputer Science -
Colégio Santa MônicaTécnico Em Processamento De Dados
Frequently Asked Questions about Jorge Felippe Penna De Barros, Cea, Mba
What company does Jorge Felippe Penna De Barros, Cea, Mba work for?
Jorge Felippe Penna De Barros, Cea, Mba works for Voga Wealth
What is Jorge Felippe Penna De Barros, Cea, Mba's role at the current company?
Jorge Felippe Penna De Barros, Cea, Mba's current role is Diretor de Consultoria.
What schools did Jorge Felippe Penna De Barros, Cea, Mba attend?
Jorge Felippe Penna De Barros, Cea, Mba attended Universidade Veiga De Almeida, Centro Universitário Da Cidade, Colégio Santa Mônica.
What skills is Jorge Felippe Penna De Barros, Cea, Mba known for?
Jorge Felippe Penna De Barros, Cea, Mba has skills like Financial Advisory, Oracle Pl/sql Development, Personnel Matters, Oracle Enterprise Manager, C, Enterprise Resource Planning, Microsoft Sql Server, Capacidade De Solucionar Problemas Complexos, Agile Methodologies, Negotiation, English, Finance.
Who are Jorge Felippe Penna De Barros, Cea, Mba's colleagues?
Jorge Felippe Penna De Barros, Cea, Mba's colleagues are Andre Fisher.
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