Lineo Poll Email and Phone Number
Senior Investment Advisor and Wealth Specialist focused in high net worth international clients.I am a results-driven and easy-going professional dedicated to helping clients achieve their financial goals. With over 27 years of experience in the financial services industry, I have honed my skills in wealth management, estate planning, and investment strategies. My passion lies in working with high-net-worth (HNW) clients from diverse backgrounds, providing them with exceptional service and tailored solutions.Throughout my career, I have worked for 7 strong banks brand (Brazil, EUA and Canada) builting a strong reputation for my ability to connect with clients on a personal level and understand their unique needs. By leveraging my extensive knowledge and expertise, I have successfully maintained and expanded a prestigious international book of business. My client base spans across South America, with a specialization in Brazil, Argentina, and Uruguay.As an enthusiastic professional, I thrive on the challenges of the financial industry and the opportunities it presents. My adaptable approach allows me to navigate complex financial landscapes while maintaining a friendly and personable demeanor. By fostering strong relationships built on trust and transparency, I consistently deliver exceptional results for my clients.Key Skills:- Wealth Management | Estate Planning | Investment Strategies- High-Net-Worth (HNW) Client Relationship Management- Business Development | Client Prospecting- International Client Management- Cross-Cultural Communication | South American Market ExpertiseIf you are seeking a dedicated financial professional who can effectively navigate the intricacies of wealth management and provide personalized solutions, let's connect. Together, we can explore opportunities to achieve your financial aspirations.
Andbanc Brokerage Llc
View- Employees:
- 2
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Executive Vice PresidentAndbanc Brokerage Llc Jul 2023 - PresentMiami, Flórida, Estados Unidos -
Senior Investment AdvisorScotia Wealth Management Oct 2011 - Jul 2023Toronto, Ontario, CanadaEnthusiastic financial services professional highly effectiveat working with high-net-worth (HNW) clients of all levelsand backgrounds. Friendly and personable with anadaptable approach, dedicated to providing exceptionalservice. Possessing extensive knowledge in wealthmanagement, estate planning, and investment strategies.Experienced in working with South American clients,specializing in Brazil, Argentina, and Uruguay. Proven over23 years track record in maintaining and prospecting HNWclients, with a successful international clients book ofbusiness exceeding $100 million. -
Senior Investment AdvisorRbc Wealth Management Dominion Securities Jan 2008 - Oct 2011Toronto, Ontario, Canada -
Financial AdvisorWachovia Securities May 2005 - Jan 2008São Paulo, São Paulo, Brazil -
Financial AdvisorCitibank, N.A. - Filial Brasileira Jul 2000 - May 2005São Paulo, São Paulo, Brazil -
Account OfficerItaú Personalite Jan 2000 - Jul 2000São Paulo, São Paulo, Brazil -
Account OfficerSantander Brasil Nov 1996 - Jan 2000São Paulo, São Paulo, Brazil -
Administrative AssistantBanco Do Brasil Apr 1995 - Nov 1996São Paulo, São Paulo, Brazil
Frequently Asked Questions about Lineo Poll
What company does Lineo Poll work for?
Lineo Poll works for Andbanc Brokerage Llc
What is Lineo Poll's role at the current company?
Lineo Poll's current role is Executive Vice President | Helping UHNW International South America clients reach their Financial Goals | Wealth Strategies.
What schools did Lineo Poll attend?
Lineo Poll attended Fgv.
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