Jozi Santos, Cea, Cfp®
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Jozi Santos, Cea, Cfp® Email & Phone Number

Relationship Manager at Santander Asset Management Brasil
Location: São Paulo, Brazil 6 work roles 2 schools
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✓ Verified July 2026 3 data sources Profile completeness 86%

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Current company
Santander Asset Management Brasil
Role
Relationship Manager
Location
São Paulo, Brazil
Company size
420 employees

Who is Jozi Santos, Cea, Cfp®? Overview

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Quick answer

Jozi Santos, Cea, Cfp® is listed as Relationship Manager at Santander Asset Management Brasil, a with 420 employees, based in São Paulo, Brazil. AeroLeads shows a matched LinkedIn profile for Jozi Santos, Cea, Cfp®.

Jozi Santos, Cea, Cfp® previously worked as Assessor de investimentos at Banco Santander and Gerente Relacionamento Itaú Personnalité I e II at Itaú Unibanco. Jozi Santos, Cea, Cfp® holds Master In Financial Economics, Finance, General from Fundação Getulio Vargas.

Company email context

Email format at Santander Asset Management Brasil

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Santander Asset Management Brasil

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Profile bio

About Jozi Santos, Cea, Cfp®

Atuação no setor bancário e securitário desde 2005, Prática em Elaboração de PlanejamentoFinanceiro junto ao cliente e assessoria completa em investimentos, Capacidade de empatia e didática.Graduação em Ciências Econômicas (Universidade Presbiteriana Mackenzie) e Pós-Graduação em Finanças (FGV- Fundação Getúlio Vargas)

Current workplace

Jozi Santos, Cea, Cfp®'s current company

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Santander Asset Management Brasil
Santander Asset Management Brasil
Relationship Manager
boadilla del monte, madrid, spain
Website
santanderassetmanagement.com
Employees
420
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6 roles

Jozi Santos, Cea, Cfp® work experience

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

Assessor De Investimentos

Banco Santander

São Paulo E Região, Brasil

Assessoria dedicada a clientes segmento alta renda, através de diagnóstico preliminar da carteira de investimentos, acompanhamento do cenário econômico, monitoramento do perfil do cliente e sugestões de realocamento em aplicações com base no planejamento financeiro.

Feb 2019 - Apr 2021

Gerente Relacionamento Itaú Personnalité I E Ii

Itaú Unibanco

São Paulo E Região, Brasil

Auxiliar na liderança da Agência e desenvolvimento contínuo da equipe,buscando excelência no atendimento a clientes, planejamento financeiro,negociação de produtos/serviços bancários (seguros, previdência, câmbio, crédito, etc), prospecção de novas contas e gerenciamento de carteira de clientes alta renda.

Jun 2015 - Feb 2019

Office Girl (Dir De Produtos)

Itau Seguros
Jun 2006 - Jul 2007

Menor Aprendiz De Técnicas Básicas De Seguros

Itau Seguros
Jan 2005 - Jun 2006
Team & coworkers

Colleagues at Santander Asset Management Brasil

Other employees you can reach at santanderassetmanagement.com. View company contacts for 420 employees →

KM Kevin Mandalia Kevin Mandalia Colleague at Santander Asset Management BrasilCheshunt, England, United Kingdom View → MC Miguel Claros González Miguel Claros González Colleague at Santander Asset Management BrasilUnited Kingdom View → TG Tomás Galindo Feldman Tomás Galindo Feldman Colleague at Santander Asset Management BrasilChile View → CD Chiara Davies Chiara Davies Colleague at Santander Asset Management BrasilAshtead, England, United Kingdom View → NC Nicolás Calabria Nicolás Calabria Colleague at Santander Asset Management BrasilBuenos Aires, Buenos Aires Province, Argentina View → RD Richard D'Agostino Richard D'Agostino Colleague at Santander Asset Management BrasilArgentina View → RG Rudolf Gschliffner Cfp® Rudolf Gschliffner Cfp® Colleague at Santander Asset Management BrasilSão Paulo, Brazil View → DA Daniela Alejandra Castaldo Daniela Alejandra Castaldo Colleague at Santander Asset Management BrasilBuenos Aires, Buenos Aires Province, Argentina View → PJ Patricia Jorge Redondo Patricia Jorge Redondo Colleague at Santander Asset Management BrasilGreater Madrid Metropolitan Area, Spain View → GE Gordon Evans Gordon Evans Colleague at Santander Asset Management BrasilKilbirnie, Scotland, United Kingdom View →
2 education records

Jozi Santos, Cea, Cfp® education

Master In Financial Economics, Finance, General

Fundação Getulio Vargas

Especialização em Investimentos e Mercados Financeiros (MASTER IN FINANCIAL ECONOMICS) , capacitação no âmbito da alocação de ativos.

FAQ

Frequently asked questions about Jozi Santos, Cea, Cfp®

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

What company does Jozi Santos, Cea, Cfp® work for?

Jozi Santos, Cea, Cfp® works for Santander Asset Management Brasil.

What is Jozi Santos, Cea, Cfp®'s role at Santander Asset Management Brasil?

Jozi Santos, Cea, Cfp® is listed as Relationship Manager at Santander Asset Management Brasil.

Where is Jozi Santos, Cea, Cfp® based?

Jozi Santos, Cea, Cfp® is based in São Paulo, Brazil while working with Santander Asset Management Brasil.

What companies has Jozi Santos, Cea, Cfp® worked for?

Jozi Santos, Cea, Cfp® has worked for Santander Asset Management Brasil, Banco Santander, Itaú Unibanco, and Itau Seguros.

Who are Jozi Santos, Cea, Cfp®'s colleagues at Santander Asset Management Brasil?

Jozi Santos, Cea, Cfp®'s colleagues at Santander Asset Management Brasil include Kevin Mandalia, Miguel Claros González, Tomás Galindo Feldman, Chiara Davies, and Nicolás Calabria.

How can I contact Jozi Santos, Cea, Cfp®?

You can use AeroLeads to view verified contact signals for Jozi Santos, Cea, Cfp® at Santander Asset Management Brasil, including work email, phone, and LinkedIn data when available.

What schools did Jozi Santos, Cea, Cfp® attend?

Jozi Santos, Cea, Cfp® holds Master In Financial Economics, Finance, General from Fundação Getulio Vargas.

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