Partner, Financial Advisor And Team Leader
CurrentAdvising tailor made investments and financial advise focused on high net worth individuals and families.
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@ethimos.com.br
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Lucas Ballotta, Cfp® is listed as Partner and Financial Advisor at Ethimos Investments | BTG Pactual at Ethimos Investimentos, a with 65 employees, based in Piracicaba, São Paulo, Brazil. AeroLeads shows a work email signal at ethimos.com.br and a matched LinkedIn profile for Lucas Ballotta, Cfp®.
Lucas Ballotta, Cfp® previously worked as Partner, Financial Advisor and Team Leader at Ethimos Investimentos and Partner at Noiva Da Colina Corretora De Seguros. Lucas Ballotta, Cfp® holds Executive Program, Corporate Finance from Ohio University.
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AeroLeads found 1 current-domain work email signal for Lucas Ballotta, Cfp®. Compare company email patterns before reaching out.
Professional with over eleven years of experience in the commercial area in the Brazilian financial market. Started his career into a insurance broker company, selling auto and property insurance, life insurance and retirement planning.After conquering a wide range of clients with insurance, he became partners in one of the largest investment offices in Brazil, where he excelled in raising funds from clients and become a reference in NPS (Net Promoter Score).Today, he serves high income and private clients and consequently has a lot of experience with the american financial market.Lucas holds the CFP® certification (Certified Financial Planner), has a Corporate Finance Executive Education from Ohio University, is postgraduate degree in MBA in Business Management from the Getúlio Vargas Foundation (FGV), and holds a bachelor's degree in Business Administration from the Methodist University of Piracicaba (UNIMEP), besides a large international experiencie in New York, California and Ohio.
Listed skills include Seguros, Microsoft Office, Marketing, Atendimento Ao Cliente, and 1 others.
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Advising tailor made investments and financial advise focused on high net worth individuals and families.
Other employees you can reach at ethimos.com.br. View company contacts for 65 employees →
Felipe Bürger
Colleague at Ethimos InvestimentosRio Claro, São Paulo, Brazil
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GP
Gustavo Pezzato
Colleague at Ethimos InvestimentosCampinas, São Paulo, Brazil
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VD
Vitor Di Madeo
Colleague at Ethimos InvestimentosRibeirão Preto, São Paulo, Brazil
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GB
Gabriel Brasileiro
Colleague at Ethimos InvestimentosCampinas, São Paulo, Brazil
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FR
Fábio Roque
Colleague at Ethimos InvestimentosCampinas, São Paulo, Brazil
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AS
André Silveira, Cfp®
Colleague at Ethimos InvestimentosSão Paulo, Brazil
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PP
Pedro Paulo Issa
Colleague at Ethimos InvestimentosVinhedo, São Paulo, Brazil
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FV
Fernando Valle
Colleague at Ethimos InvestimentosCampinas, São Paulo, Brazil
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LB
Lucas Brigato - Cfp®
Colleague at Ethimos InvestimentosCampinas, São Paulo, Brazil
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EM
Enrico Mello Ayres
Colleague at Ethimos InvestimentosPiracicaba, São Paulo, Brazil
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Quick answers generated from the profile data available on this page.
Lucas Ballotta, Cfp® works for Ethimos Investimentos.
Lucas Ballotta, Cfp® is listed as Partner and Financial Advisor at Ethimos Investments | BTG Pactual at Ethimos Investimentos.
AeroLeads has found 1 work email signal at @ethimos.com.br for Lucas Ballotta, Cfp® at Ethimos Investimentos.
Lucas Ballotta, Cfp® is based in Piracicaba, São Paulo, Brazil while working with Ethimos Investimentos.
Lucas Ballotta, Cfp® has worked for Ethimos Investimentos and Noiva Da Colina Corretora De Seguros.
Lucas Ballotta, Cfp®'s colleagues at Ethimos Investimentos include Felipe Bürger, Gustavo Pezzato, Vitor Di Madeo, Gabriel Brasileiro, and Fábio Roque.
You can use AeroLeads to view verified contact signals for Lucas Ballotta, Cfp® at Ethimos Investimentos, including work email, phone, and LinkedIn data when available.
Lucas Ballotta, Cfp® holds Executive Program, Corporate Finance from Ohio University.
Lucas Ballotta, Cfp® is listed with skills including Seguros, Microsoft Office, Marketing, Atendimento Ao Cliente, and Vendas.
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