Raphael Nunes, Cfp®, Cga, Cge
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Raphael Nunes, Cfp®, Cga, Cge Email & Phone Number

Investment Advisor at Bradesco Prime
Location: São Paulo, Brazil 8 work roles 2 schools
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Current company
Role
Investment Advisor
Location
São Paulo, Brazil
Company size

Who is Raphael Nunes, Cfp®, Cga, Cge? Overview

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Quick answer

Raphael Nunes, Cfp®, Cga, Cge is listed as Investment Advisor at Bradesco Prime, a with 1768 employees, based in São Paulo, Brazil. AeroLeads shows a matched LinkedIn profile for Raphael Nunes, Cfp®, Cga, Cge.

Raphael Nunes, Cfp®, Cga, Cge previously worked as Especialista em investimentos at Bradesco Prime and Especialista em Investimentos lll at Banco Sofisa S/A. Raphael Nunes, Cfp®, Cga, Cge holds Pós-Graduação Lato Sensu, Advanced Program In Finance from Insper.

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Email format at Bradesco Prime

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Bradesco Prime

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Profile bio

About Raphael Nunes, Cfp®, Cga, Cge

Sou formado em Ciências Contábeis, atualmente Especialista em Investimentos I no segmento Prime do Banco Bradesco, sendo responsável por uma carteira de investimentos Alta Renda, assessorando os meus clientes na gestão patrimonial, no planejamento financeiro e sucessório, e na alocação de ativos. Como destaques na minha carreira até aqui tive a honra de ser eleito o melhor assessor do Sofisa Direto em 2022, em 2024 fiquei em 1° lugar na campanha "fundo a fundo" com atingimento de 500% da meta. Tenho o certificado CFP®, além de outras certificações financeiras da ANBIMA, como o CEA, o CGA e o CGE.

Current workplace

Raphael Nunes, Cfp®, Cga, Cge's current company

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Bradesco Prime
Bradesco Prime
Investment Advisor
State of São Paulo, Brazil
Employees
1768
AeroLeads page
8 roles

Raphael Nunes, Cfp®, Cga, Cge work experience

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

Especialista Em Investimentos Lll

🏆 1° lugar na campanha de fundos 2024.

Nov 2023 - Jul 2024

Especialista Em Investimentos Ii

🏆 Melhor Assessor do ano de 2022.

Oct 2022 - Oct 2023

Especialista Em Investimentos I

São Paulo, São Paulo, Brasil

🏆 Melhor Assessor do 1° semestre de 2022.

Dec 2021 - Sep 2022

Embaixador E Padrinho Cfp®

São Paulo, Brasil

Acompanhar alunos do curso preparatório CFP®, auxiliar no cumprimento do cronograma de aulas, estratégias para aprovação, otimização do tempo de estudos e auxiliar em dúvidas.

May 2022 - Feb 2023

Mentor Programa Advisor De Alta Performance - Paap

São Paulo, Brasil

Desenvolvimento profissional de novos alunos do PAAP para atuarem como especialista de investimentos em instituições financeiras, auxiliando nos pilares necessários para que alcancem o objetivo.

Feb 2022 - Sep 2022

Senior Associate - Banking And Capital Markets

São Paulo, São Paulo, Brasil

• Sênior Associate – 04/2021 a 11/2021• Associate – 07/2019 a 03/2021• Trainee – 07/2018 a 06/2019• Analista Júnior – 10/2015 a 06/2018

Oct 2015 - Nov 2021
Team & coworkers

Colleagues at Bradesco Prime

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2 education records

Raphael Nunes, Cfp®, Cga, Cge education

Pós-Graduação Lato Sensu, Advanced Program In Finance

FAQ

Frequently asked questions about Raphael Nunes, Cfp®, Cga, Cge

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

What company does Raphael Nunes, Cfp®, Cga, Cge work for?

Raphael Nunes, Cfp®, Cga, Cge works for Bradesco Prime.

What is Raphael Nunes, Cfp®, Cga, Cge's role at Bradesco Prime?

Raphael Nunes, Cfp®, Cga, Cge is listed as Investment Advisor at Bradesco Prime.

Where is Raphael Nunes, Cfp®, Cga, Cge based?

Raphael Nunes, Cfp®, Cga, Cge is based in São Paulo, Brazil while working with Bradesco Prime.

What companies has Raphael Nunes, Cfp®, Cga, Cge worked for?

Raphael Nunes, Cfp®, Cga, Cge has worked for Bradesco Prime, Banco Sofisa S/A, Eu Me Banco Educação, Eu Me Banco®, and Pwc Brasil.

Who are Raphael Nunes, Cfp®, Cga, Cge's colleagues at Bradesco Prime?

Raphael Nunes, Cfp®, Cga, Cge's colleagues at Bradesco Prime include Fabiana Ramalho Da Silva, Bianca Alcasio Jacomini, Cea, Beatriz Santos, Giovanni Jerônimo, and Jéssica Dinech, Cea.

How can I contact Raphael Nunes, Cfp®, Cga, Cge?

You can use AeroLeads to view verified contact signals for Raphael Nunes, Cfp®, Cga, Cge at Bradesco Prime, including work email, phone, and LinkedIn data when available.

What schools did Raphael Nunes, Cfp®, Cga, Cge attend?

Raphael Nunes, Cfp®, Cga, Cge holds Pós-Graduação Lato Sensu, Advanced Program In Finance from Insper.

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