Matheus Calegari, Cfp®

Matheus Calegari, Cfp® Email and Phone Number

Banker Especialista @ Bradesco Global Private Bank
State of Goiás, Brazil
Matheus Calegari, Cfp®'s Location
Goiânia, Goiás, Brazil, Brazil
Matheus Calegari, Cfp®'s Contact Details

Matheus Calegari, Cfp® work email

Matheus Calegari, Cfp® personal email

Matheus Calegari, Cfp® phone numbers

About Matheus Calegari, Cfp®

Dupla cidadania 🇮🇹 🇧🇷Certificações: CPA-10, CPA-20, CEA, CFP®️Private Banker com foco em Consultoria especializada e exclusiva com objetivo de dar direcionamento e orientação em Investimentos , Proteção Pessoal e Familiar, Sucessão e Previdência Privada. Orientação para organizar o Orçamento Pessoal. Planejamento Financeiro personalizado para atender as necessidades individuais ou coletivas de cada cliente afim de auxiliar na formação e proteção de seu patrimônio.Avaliação de portfólio mais adequado , como Créditos e Investimentos, além do acesso do cliente a novas oportunidades tanto no Brasil como no Mundo.

Matheus Calegari, Cfp®'s Current Company Details
Bradesco Global Private Bank

Bradesco Global Private Bank

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Banker Especialista
State of Goiás, Brazil
Matheus Calegari, Cfp® Work Experience Details
  • Bradesco Global Private Bank
    Banker Especialista
    Bradesco Global Private Bank
    State Of Goiás, Brazil
    View
  • Bradesco Global Private Bank
    Senior Private Banker
    Bradesco Global Private Bank Jan 2021 - Present
    Goiânia, Goiás, Brazil
    View
  • Bradesco Global Private Bank
    Private Banker Ii
    Bradesco Global Private Bank Jul 2018 - Dec 2020
    Goiânia, Goiás, Brazil
    View
  • Banco Bradesco
    Gerente Prime Invest
    Banco Bradesco Oct 2016 - Jul 2018
    Goiânia, Goiás
    View
  • Hsbc
    Premier Wealth Management
    Hsbc Aug 2014 - Oct 2016
    Goiânia E Região, Brasil
    View
  • Hsbc
    Gerente Premier Senior
    Hsbc 2011 - Sep 2014
    Goiânia E Região, Brasil
    View
  • Hsbc
    Gerente Premier
    Hsbc 2009 - 2011
    Goiânia E Região, Brasil
    View

Matheus Calegari, Cfp® Skills

Portfolio Management Banco De Investimento Investimentos Mercados Financeiros Investments Financial Planning Negotiation Planejamento Financeiro Strategic Planning Mercado De Capitais Financial Analysis Banking Business Strategy Cea

Matheus Calegari, Cfp® Education Details

Frequently Asked Questions about Matheus Calegari, Cfp®

What company does Matheus Calegari, Cfp® work for?

Matheus Calegari, Cfp® works for Bradesco Global Private Bank

What is Matheus Calegari, Cfp®'s role at the current company?

Matheus Calegari, Cfp®'s current role is Banker Especialista.

What is Matheus Calegari, Cfp®'s email address?

Matheus Calegari, Cfp®'s email address is ma****@****ail.com

What is Matheus Calegari, Cfp®'s direct phone number?

Matheus Calegari, Cfp®'s direct phone number is +5562840*****

What schools did Matheus Calegari, Cfp® attend?

Matheus Calegari, Cfp® attended Mba Usp/esalq, Duke University, Pontifícia Universidade Católica Do Rio Grande Do Sul, Fgv - Fundação Getulio Vargas, Ipog - Instituto De Pós-Graduação E Graduação.

What are some of Matheus Calegari, Cfp®'s interests?

Matheus Calegari, Cfp® has interest in Children, Environment, Education, Disaster And Humanitarian Relief, Health.

What skills is Matheus Calegari, Cfp® known for?

Matheus Calegari, Cfp® has skills like Portfolio Management, Banco De Investimento, Investimentos, Mercados Financeiros, Investments, Financial Planning, Negotiation, Planejamento Financeiro, Strategic Planning, Mercado De Capitais, Financial Analysis, Banking.

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