Paulo Borges
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Paulo Borges Email & Phone Number

Associate Director II - Lider regional de operações @ EQI INVESTIMENTOS | Strategic leadership in financial operations at EQI INVESTIMENTOS
Location: Santa Catarina, Brazil 6 work roles
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Current company
EQI INVESTIMENTOS
Role
Associate Director II - Lider regional de operações @ EQI INVESTIMENTOS | Strategic leadership in financial operations
Location
Santa Catarina, Brazil
Company size
339 employees

Who is Paulo Borges? Overview

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Paulo Borges is listed as Associate Director II - Lider regional de operações @ EQI INVESTIMENTOS | Strategic leadership in financial operations at EQI INVESTIMENTOS, a with 339 employees, based in Santa Catarina, Brazil. AeroLeads shows a matched LinkedIn profile for Paulo Borges.

Paulo Borges previously worked as Associate Director II - Lider regional de operações at Eqi Investimentos and Coordenador de treinamento e desenvolvimento de assessores at Eqi Investimentos.

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Email format at EQI INVESTIMENTOS

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EQI INVESTIMENTOS

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Profile bio

About Paulo Borges

At EQI INVESTIMENTOS, my role as Associate Director II merges strategic leadership with a deep understanding of financial operations, driving advisory teams towards internal goals and unparalleled customer service. Our collective efforts have cultivated a robust environment for advisors, enhancing their capabilities and ensuring our clients' financial prosperity.Instrumental in developing KPIs and analyzing data, my approach provides commercial leaders with practical insights. This analytical proficiency, coupled with my financial acumen, shapes the strategic direction of EQI INVESTIMENTOS, fostering a culture of excellence that aligns with our commitment to client success and advisor growth.

Listed skills include Microsoft Excel, Investimentos, Microsoft Word, and Financial Analysis.

Current workplace

Paulo Borges's current company

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EQI INVESTIMENTOS
Eqi Investimentos
Associate Director II - Lider regional de operações @ EQI INVESTIMENTOS | Strategic leadership in financial operations
Website
eqi.com.br
Employees
339
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6 roles

Paulo Borges work experience

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

Associate Director Ii - Lider Regional De Operações

Current
Eqi Investimentos

Liderança estratégica de processos nos times de assessoria, garantindo o cumprimento de metas internas e excelência no atendimento ao cliente. Desenvolvimento de KPIs e análise de dados para fornecer insights práticos aos líderes comerciais. Contato diário com assessores com objetivo de garantir que executem os processos necessários para o atendimento ao cliente Strategic leadership of processes within advisory teams, ensuring the achievement of internal goals and excellence in customer service.Development of KPIs and data analysis to provide actionable insights to commercial leaders.Daily interaction with advisors to ensure the execution of necessary processes for customer service excellence.

Jun 2023 - Present

Coordenador De Treinamento E Desenvolvimento De Assessores

Eqi Investimentos

Florianópolis, Santa Catarina, Brasil

Desenvolvimento da metodologia de formação de assessores de investimentos que foi o início do processo de capacitação de novos profissionais na EQI Investimentos No período de quase 2 anos formamos mais de 90 profissionais

Oct 2021 - Jun 2023

Assessor De Investimentos

Eqi Investimentos

Florianópolis E Região, Brasil

Atendimento ao cliente

Jun 2019 - Nov 2021

Sdr

Eqi Investimentos

Prospeção de leads com objetivo de qualificar potenciais clientes

Jan 2019 - Jun 2019

Analista De Negócios

Invest Jr

Florianópolis, Santa Catarina

Jul 2018 - Apr 2019

Trainee

Invest Jr

Florianópolis E Região, Brasil

Como trainee na Invest consegui me desenvolver em :-Mercado de Capitais-Planejamento Financeiro-Finanças Pessoais

Apr 2018 - Jul 2018
Team & coworkers

Colleagues at EQI INVESTIMENTOS

Other employees you can reach at eqi.com.br. View company contacts for 339 employees →

FG Fernando Gomes Fernando Gomes Colleague at Eqi InvestimentosManaus, Amazonas, Brazil View → LA Larissa Andrade Larissa Andrade Colleague at Eqi InvestimentosSão José, Santa Catarina, Brazil View → AF Adair Fabricio Adair Fabricio Colleague at Eqi InvestimentosBelo Horizonte, Minas Gerais, Brazil View → VH Victor Hugo Boromello Victor Hugo Boromello Colleague at Eqi InvestimentosSão Paulo, Brazil View → CA Caio Alexandre M. Ramos Caio Alexandre M. Ramos Colleague at Eqi InvestimentosSanta Catarina, Brazil View → RG Renato Gava De Barros Renato Gava De Barros Colleague at Eqi InvestimentosSanta Catarina, Brazil View → PR Pablo Rodrigues Pablo Rodrigues Colleague at Eqi InvestimentosBelo Horizonte, Minas Gerais, Brazil View → MC Matheus Costa Matheus Costa Colleague at Eqi InvestimentosFlorianópolis, Santa Catarina, Brazil View → NZ Natalia Zunino Natalia Zunino Colleague at Eqi InvestimentosContact Info, United States View → ES Eduardo Silva Vieira, Cfp® Eduardo Silva Vieira, Cfp® Colleague at Eqi InvestimentosSão Paulo, Brazil View →
FAQ

Frequently asked questions about Paulo Borges

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

What company does Paulo Borges work for?

Paulo Borges works for EQI INVESTIMENTOS.

What is Paulo Borges's role at EQI INVESTIMENTOS?

Paulo Borges is listed as Associate Director II - Lider regional de operações @ EQI INVESTIMENTOS | Strategic leadership in financial operations at EQI INVESTIMENTOS.

Where is Paulo Borges based?

Paulo Borges is based in Santa Catarina, Brazil while working with EQI INVESTIMENTOS.

What companies has Paulo Borges worked for?

Paulo Borges has worked for Eqi Investimentos and Invest Jr.

Who are Paulo Borges's colleagues at EQI INVESTIMENTOS?

Paulo Borges's colleagues at EQI INVESTIMENTOS include Fernando Gomes, Larissa Andrade, Adair Fabricio, Victor Hugo Boromello, and Caio Alexandre M. Ramos.

How can I contact Paulo Borges?

You can use AeroLeads to view verified contact signals for Paulo Borges at EQI INVESTIMENTOS, including work email, phone, and LinkedIn data when available.

What skills is Paulo Borges known for?

Paulo Borges is listed with skills including Microsoft Excel, Investimentos, Microsoft Word, and Financial Analysis.

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