Lara Piassa work email
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Financial Planner with over 6 years of experience in investment management, tax planning, and developing personalized financial strategies. Expertise in creating robust financial plans for retirement and estate planning, resulting in an average 20% increase in clients' investment returns. Fluent in Portuguese and English, with functional proficiency in Spanish, I am committed to helping clients achieve their financial goals efficiently and securely.
Piassa Solutions
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Financial PlannerPiassa Solutions Jan 2024 - Present- Investment Management and Oversight of Financial Transactions- Managed over 50 client portfolios, adjusting financial strategies that resulted in an average annual return increase of 15%.- Development of Customized Financial Plans- Retirement and Estate Planning- Tax Planning Advisory- Ongoing Review and Adjustment of Plans
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Investment AdvisorPraisce Capital Jun 2020 - Dec 2023Curitiba, Paraná, Brasil- Control of Financial Inflows and Outflows- Controlled financial inflows and outflows of large portfolios, optimizing operations that reduced operational costs- Client Prospecting and Sales- Specialized Investment Advisory- Investor Profile Analysis- Portfolios Tailored to Investor’s Profile and Timing -
Payment AssistantAstropay Jun 2018 - Oct 2019Curitiba Area, Brazil-Analysis of payments, aiming to guarantee authenticity and receipt.- Perform and monitor the release of payments, via internal ERP and internet banking.-Conciliation of payments made via Excel, ensuring that the flow of payments and receipts is occurring correctly and safely.-Monitoring of internal Selenium tool via New Relic Insights platform.-Analysis of technical problems, involving the ERP to ensure perfect functionality.-Customer support service via email (English and Spanish). -
ReceptionistJucy Group Apr 2017 - Sep 2018Otago & Southland, New ZealandCustomer receptionPreparation for shipment and unloading of customersSale of tourist packagesTourist guide -
Dominos Queenstown ManagerDomino'S Jul 2016 - Jan 2017New ZealandCustomer serviceRelationship with suppliersEmployee Scale MonitoringHiring and training -
ProprietaryAnimal Station Jun 2013 - Mar 2016Curitiba Area, BrazilCustomer service Marketing Sales supervision Training new employees Purchase materials Negotiation with suppliers Accounts payable and receivable Strategic planning Analysis reports and results
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InternshipAll - América Latina Logística May 2012 - May 2013Curitiba Area, BrazilAssistance in commercial activities.Assistance in the price quote for transport.Assistance in negotiating with suppliers and customers.
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InternshipVotorantim Cimentos Apr 2011 - Apr 2012Curitiba Area, BrazilAssistance in hiring staff for new projects Assistance in the analysis of salaries Assistance in preparation of training new employees
Lara Piassa Skills
Lara Piassa Education Details
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Bachelor Of Business Administration (B.B.A.)
Frequently Asked Questions about Lara Piassa
What company does Lara Piassa work for?
Lara Piassa works for Piassa Solutions
What is Lara Piassa's role at the current company?
Lara Piassa's current role is Financial Planner.
What is Lara Piassa's email address?
Lara Piassa's email address is la****@****.com.br
What schools did Lara Piassa attend?
Lara Piassa attended Ibmec, Fae Centro Universitário.
What are some of Lara Piassa's interests?
Lara Piassa has interest in Education, Environment, Science And Technology, Disaster And Humanitarian Relief, Animal Welfare, Health.
What skills is Lara Piassa known for?
Lara Piassa has skills like Microsoft Word, Microsoft Office, Microsoft Excel, English, Spanish, Business Strategy, Sales Management, Sales, Customer Service, Employee Training, Strategic Planning, Supplier Negotiation.
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