Roberta Sousa, Cfp®
AeroLeads people directory · profile

Roberta Sousa, Cfp® Email & Phone Number

Gerente de investimentos at Bradesco
Location: São Paulo, Brazil 4 work roles 2 schools
1 work email found @bradesco.com.br LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email r****@bradesco.com.br
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Bradesco
Role
Gerente de investimentos
Location
São Paulo, Brazil
Company size
83829 employees

Who is Roberta Sousa, Cfp®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Roberta Sousa, Cfp® is listed as Gerente de investimentos at Bradesco, a with 83829 employees, based in São Paulo, Brazil. AeroLeads shows a work email signal at bradesco.com.br and a matched LinkedIn profile for Roberta Sousa, Cfp®.

Roberta Sousa, Cfp® previously worked as Financial Advisor at Bradesco and Account Relationship Manager at Hsbc. Roberta Sousa, Cfp® holds Risk Management And Financial Products, Financial Market from Fia - Foundation Institute Of Administration.

Company email context

Email format at Bradesco

This section adds company-level context without repeating Roberta Sousa, Cfp®'s masked contact details.

*@bradesco.com.br
71% confidence

AeroLeads found 1 current-domain work email signal for Roberta Sousa, Cfp®. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

About Roberta Sousa, Cfp®

Independent and detail-oriented professional with solid experience in banking account controls, policies, rules and procedures, with 15 years' experience in financial sector (insurance and banking products). Ability to deal with high-income investment customers and wealth management skills. Responsible to host financial events with investors covering local and global perspectives as well as financial product details. Bachelor's degree in Mathematics, Postgraduate in Risk Management and Financial Products at FIA, CFP® and CEA (by ANBIMA).

Listed skills include Sistemas Operacionais.

Current workplace

Roberta Sousa, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Bradesco
Bradesco
Gerente de investimentos
State of São Paulo, Brazil
Website
bradesco.com.br
Employees
83829
AeroLeads page
Company profile
View company profile Email format
4 roles

Roberta Sousa, Cfp® work experience

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

Gerente De Investimentos

Bradesco

State Of São Paulo, Brazil

Financial Advisor

Current
Bradesco

São Paulo

- Responsible for wealth management and personal financial planning starting with R$1,000,000.00. Investment consulting for clients, advice in market position and best recommendation according to investors' profile, client needs, and time horizon.- Relationship managers support in investment products. Leading collective investment and internal trainings.- Prepare and present workshops for clients and colleagues on economic scenario and investment products.- Relationship Managers Training of bank branches to attract investments as well as commercial support.- Quantum and Comdinheiro tools knowledge to monitor profitability and to rebalance investment portfolios.- Face-to-face visit and consulting by videoconference to customers for either investment maintenance or conquest of new values.- Operational routines management though CRM tools.- Increase of 30% in investments relative to the last year.

Jun 2014 - Present

Account Relationship Manager

Hsbc

Sao Paulo - Sp

- Managing, planning and conducting the development of commercial, administrative and financial activities;- Monthly definition of strategic plan to achieve goals;- Broad understanding of how bank account management works, including potential problems and inherent solutions;- Advising with specialized and personalized client services, based on the needs presented and internal policies, aiming to ensure the level of satisfaction and the permanent development of client relationship; - Management of the credit risk of the portfolio as well as its net revenue; - Evaluation of market best practices and their implementation.

Nov 2011 - Jun 2014

Gerente De Relacionamento Banco Itaú

Itau
Nov 2007 - Nov 2011
Team & coworkers

Colleagues at Bradesco

Other employees you can reach at bradesco.com.br. View company contacts for 83829 employees →

NP Nairison Paes Nairison Paes Colleague at BradescoPonta Grossa, Paraná, Brazil View → WM Wesley Malvezi Vieira, Cea Wesley Malvezi Vieira, Cea Colleague at BradescoItu, São Paulo, Brazil View → MC Maria Cristina Maria Cristina Colleague at BradescoNova Andradina, Mato Grosso Do Sul, Brazil View → MZ Monica Zaccaria De Andrade Monica Zaccaria De Andrade Colleague at BradescoGuarulhos, São Paulo, Brazil View → SR Sávio Ribeiro Sávio Ribeiro Colleague at BradescoImperatriz, Maranhão, Brazil View → NI Natan Itair Soares Natan Itair Soares Colleague at BradescoAraguaína, Tocantins, Brazil View → SZ Silene Zanetti Silene Zanetti Colleague at BradescoOsasco, São Paulo, Brazil View → AL Ana Lúcia Ferrari Cozer Ana Lúcia Ferrari Cozer Colleague at BradescoSanto André, São Paulo, Brazil View → JC Jonathan Colpani, Cea Jonathan Colpani, Cea Colleague at BradescoRibeirão Preto, São Paulo, Brazil View → AM Ailton Mendonça Ailton Mendonça Colleague at BradescoSão Paulo, Brazil View →
2 education records

Roberta Sousa, Cfp® education

Risk Management And Financial Products, Financial Market

Fia - Foundation Institute Of Administration

Activities and Societies: Macroeconomia; Fundos de investimentos; Microeconomia; Gestão de renda fixa; Sistema financeiro nacional; Gestão.

Bachelor In Mathematcs, Exatas

Uniabc
FAQ

Frequently asked questions about Roberta Sousa, Cfp®

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

What company does Roberta Sousa, Cfp® work for?

Roberta Sousa, Cfp® works for Bradesco.

What is Roberta Sousa, Cfp®'s role at Bradesco?

Roberta Sousa, Cfp® is listed as Gerente de investimentos at Bradesco.

What is Roberta Sousa, Cfp®'s email address?

AeroLeads has found 1 work email signal at @bradesco.com.br for Roberta Sousa, Cfp® at Bradesco.

Where is Roberta Sousa, Cfp® based?

Roberta Sousa, Cfp® is based in São Paulo, Brazil while working with Bradesco.

What companies has Roberta Sousa, Cfp® worked for?

Roberta Sousa, Cfp® has worked for Bradesco, Hsbc, and Itau.

Who are Roberta Sousa, Cfp®'s colleagues at Bradesco?

Roberta Sousa, Cfp®'s colleagues at Bradesco include Nairison Paes, Wesley Malvezi Vieira, Cea, Maria Cristina, Monica Zaccaria De Andrade, and Sávio Ribeiro.

How can I contact Roberta Sousa, Cfp®?

You can use AeroLeads to view verified contact signals for Roberta Sousa, Cfp® at Bradesco, including work email, phone, and LinkedIn data when available.

What schools did Roberta Sousa, Cfp® attend?

Roberta Sousa, Cfp® holds Risk Management And Financial Products, Financial Market from Fia - Foundation Institute Of Administration.

What skills is Roberta Sousa, Cfp® known for?

Roberta Sousa, Cfp® is listed with skills including Sistemas Operacionais.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.