Patrick De Casteja, Cfp®

Patrick De Casteja, Cfp® Email and Phone Number

Head de Planejamento Financeiro and Blindagem patrimonial @ Platinum Investimentos
Rio de Janeiro, RJ, BR
Patrick De Casteja, Cfp®'s Location
Rio de Janeiro, Rio de Janeiro, Brazil, Brazil
Patrick De Casteja, Cfp®'s Contact Details

Patrick De Casteja, Cfp® personal email

About Patrick De Casteja, Cfp®

Patrick De Casteja, Cfp® is a Head de Planejamento Financeiro and Blindagem patrimonial at Platinum Investimentos. He possess expertise in microsoft office, economia, microsoft excel, microsoft powerpoint, microsoft word and 2 more skills. He is proficient in Espanhol and Inglês. Colleagues describe him as "Excelente profissional. Focado, altamente competente, e se relaciona de uma forma - única - com seus investidores. Um prazer trabalhar no mesmo time."

Patrick De Casteja, Cfp®'s Current Company Details
Platinum Investimentos

Platinum Investimentos

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Head de Planejamento Financeiro and Blindagem patrimonial
Rio de Janeiro, RJ, BR
Website:
platinuminvest.com.br
Employees:
17
Patrick De Casteja, Cfp® Work Experience Details
  • Platinum Investimentos
    Head De Planejamento Financeiro And Blindagem Patrimonial
    Platinum Investimentos
    Rio De Janeiro, Rj, Br
    View
  • Platinum Investimentos
    Head De Planejamento Financeiro & Blindagem Patrimonial
    Platinum Investimentos Jan 2022 - Present
    Rio De Janeiro, Rio De Janeiro, Brasil
    ➤ Identificação da necessidade e atendimento focado no cliente➤ Elaboração de carteira de investimentos e planejamento financeiro personalizado➤ Blindagem patrimonial & proteção contra imprevistos➤ Acompanhamento diário de posições de investimento➤ Planejamento sucessório e otimização fiscal➤ Gestão de fluxo de caixa ocioso para empresas
    View
  • Black Pearl Invest
    Financial Planner
    Black Pearl Invest Jul 2018 - Jan 2022
    Rio De Janeiro Area, Brazil
    ➤ Identification of the need and customer-focused service➤ Elaboration of investment portfolio and personalized financial planning ➤ Patrimonial Shielding & Contingency Protection ➤ Daily tracking of investment positions ➤ Inheritance planning and tax optimization➤ Management of idle cash flow for companies
    View
  • Queluz Asset Management
    Investment Advisor & Backoffice
    Queluz Asset Management May 2017 - Jul 2018
    Rio De Janeiro Area, Brazil
    ➤ Responsible for the Wealth branch. Monitoring and management of investment portfolio liquidity➤ Elaboration and management of investment portfolios ➤ Back office of funds passive, registration of clients and partners.
    View
  • Rji Gestão & Investimentos
    Investment Advisor
    Rji Gestão & Investimentos Mar 2016 - Apr 2017
    Rio De Janeiro Area, Brazil
    ➤ In charge of customer follow-up and after sales➤ Business meetings with prospects➤ Financial reports ➤ Holding lectures on brazilian public securities.
    View
  • Les Productions Lumière S.A.S.
    Co-Founder And Ceo
    Les Productions Lumière S.A.S. Jul 2014 - Jan 2016
    Paris E Região, França
    ➤ Responsible for financial planning, legal department and contact with investors.➤ Elaboration and writing of Business Plan and Statutes of the company➤ Financial reports ➤ Project Management
  • Lg Electronics
    Executive Assistant - Project Manager
    Lg Electronics Sep 2011 - Jan 2012
    Paris E Região, França
    ➤ Responsible for recruitment and management of the sales representatives of 3D TV from LG in French territory. ➤ Audit and report preparation on conducted operations.➤ Manager of the operation located in the largest shopping center of Paris.
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  • Decathlon France
    Sport Goods Seller
    Decathlon France Nov 2009 - Jul 2011
    Paris E Região, França
    ➤ Responsible for inventory control and sales in the 'Water sports' sector➤ Training of new sellers
    View

Patrick De Casteja, Cfp® Skills

Microsoft Office Economia Microsoft Excel Microsoft Powerpoint Microsoft Word Pesquisa Vba

Patrick De Casteja, Cfp® Education Details

Frequently Asked Questions about Patrick De Casteja, Cfp®

What company does Patrick De Casteja, Cfp® work for?

Patrick De Casteja, Cfp® works for Platinum Investimentos

What is Patrick De Casteja, Cfp®'s role at the current company?

Patrick De Casteja, Cfp®'s current role is Head de Planejamento Financeiro and Blindagem patrimonial.

What is Patrick De Casteja, Cfp®'s email address?

Patrick De Casteja, Cfp®'s email address is pa****@****ail.com

What schools did Patrick De Casteja, Cfp® attend?

Patrick De Casteja, Cfp® attended Université Paris X Nanterre, Universidade Presbiteriana Mackenzie, Université Paris X Nanterre, Lycée Molière.

What are some of Patrick De Casteja, Cfp®'s interests?

Patrick De Casteja, Cfp® has interest in Children, Civil Rights And Social Action, Education, Environment, Poverty Alleviation, Animal Welfare, Health.

What skills is Patrick De Casteja, Cfp® known for?

Patrick De Casteja, Cfp® has skills like Microsoft Office, Economia, Microsoft Excel, Microsoft Powerpoint, Microsoft Word, Pesquisa, Vba.

Who are Patrick De Casteja, Cfp®'s colleagues?

Patrick De Casteja, Cfp®'s colleagues are Diego Braga, André Martins, Maria Isadora, Fernando Imbuzeiro, Rafael Gonzalez, Roberta Musieracki, Fernando Senna.

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