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Rogerio Gutierrez, Cfp® Email & Phone Number

Partner and Investment Advisory at FMB Administradora e Corretora de Seguros de Vida Ltda.
Location: São Paulo, São Paulo, Brazil 9 work roles 2 schools
1 work email found @itaubba.com.br LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

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Current company
FMB Administradora e Corretora de Seguros de Vida Ltda.
Role
Partner and Investment Advisory
Location
São Paulo, São Paulo, Brazil
Company size
19 employees

Who is Rogerio Gutierrez, Cfp®? Overview

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Quick answer

Rogerio Gutierrez, Cfp® is listed as Partner and Investment Advisory at FMB Administradora e Corretora de Seguros de Vida Ltda., a company with 19 employees, based in São Paulo, São Paulo, Brazil. AeroLeads shows a work email signal at itaubba.com.br and a matched LinkedIn profile for Rogerio Gutierrez, Cfp®.

Rogerio Gutierrez, Cfp® previously worked as Partner Financial Advisor at Fmb Administradora E Corretora De Seguros De Vida Ltda. and Financial Consultant at Insper. Rogerio Gutierrez, Cfp® holds Master Of Business Administration (Mba), Estratégia E Gestão De Pessoas from Fundação Dom Cabral.

Company email context

Email format at FMB Administradora e Corretora de Seguros de Vida Ltda.

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*@itaubba.com.br
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AeroLeads found 1 current-domain work email signal for Rogerio Gutierrez, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Rogerio Gutierrez, Cfp®

Career developed at Itau BBA, Unibanco, INSPER and FMB Investiments, with in-depth Treasury experience and focus on risk management and bank reserves.Currently works as an Investment Advisor, being head of COE and Fixed Income products at FMB Investiments.Rogerio was responsible for Operations and Finance Department with main focus in IT (system development and network infrastructure), Financial Administrative, Accountancy, Purchases, General Services and juridical field.Responsible for hedging Itaú BBA’s investments abroad.Leadership of the Open Market, Banking and Reserve Pilot areas.Member of Febraban’s Treasury Committee, ANBIMA’s Asset Pricing Committee, Insper’s Executive Committee and Unibanco’s Financial Committee.Specialist in accounting concepts (financial hedging - futures and derivatives booked as accrual on the balance sheet).Management of the Treasury's asset and liability portfolios.Structuring and development of Unibanco’s Banking superintendence.Negotiations and relations with various channels (Corporate, Middle Market and Retail).Implementation of management controls and methods for banking operations. Participation in Unibanco’s stock options program in 2000 and 2003.Leadership, building and management of multidisciplinary high-performance teams.

Listed skills include Derivatives, Financial Markets, Banking, Capital Markets, and 45 others.

Current workplace

Rogerio Gutierrez, Cfp®'s current company

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

FMB Administradora e Corretora de Seguros de Vida Ltda.
Fmb Administradora E Corretora De Seguros De Vida Ltda.
Partner and Investment Advisory
sao paulo, sao paulo, brazil
Website
fmbinvest.com.br
Employees
19
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Company profile
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9 roles

Rogerio Gutierrez, Cfp® work experience

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

Financial Consultant

Insper

São Paulo E Região, Brasil

Mar 2018 - Jun 2018

Director Of Operations And Cfo

Insper

São Paulo Area, Brazil

Responsible for Operations Department with main focus in IT, Financial Administrative, Accountancy, Purchases and juridical field.

Jun 2015 - Feb 2018

Financial Administrative Manager

Insper

São Paulo Area, Brazil

Responsible for Financial Administrative Department with main focus in accounts payable, accounts receivable, accountancy, treasury, services and juridical field.

May 2014 - May 2015

Manager - Banking Desk

Itaú Bba

São Paulo Area, Brazil

Was responsible for hedging investments abroad with a team of three employees.Was responsible for the hedging of units located abroad, considering the existing tax effect of non-taxation on exchange rate variations in external investments.Managed the pricing and market risk of assets and liabilities quoted by the Treasury Department, with expressive.

Apr 2009 - Mar 2013

Banking Superintendent

Unibanco

São Paulo Area, Brazil

Was responsible for the Banking team, with three employees.Prepared the funding policy and curve according to the bank's liquidity situation.Defined the asset pricing policy for the retail, wholesale, capital market segments and related companies.Managed the portfolio with market risk of banking transactions and annual budget of R$145 million.Was.

Nov 2000 - Apr 2009

Finance Manager

Unibanco

São Paulo Area, Brazil

Was responsible for pricing asset and liability transactions.Was responsible for transferring market risk of the banking portfolio to the bank’s reais trading desk.

Jan 1995 - Nov 2000

Trader - Proprietary Trading Desk

Unibanco

São Paulo Area, Brazil

Was responsible for Unibanco’s arbitration and positioning regarding the following indicators: Pré, TR, IGPM, CDI and Selic.Prepared strategies for day trade transactions and related trades. Sold Mortgage Notes to financial agents posting losses in the Mortgage Portfolio.

Apr 1991 - Jan 1995

Financial Planning And Control Analyst

Unibanco

São Paulo Area, Brazil

Prepared financial statements (applications and sources) for assets and liabilities.Daily analyzed treasury transactions and prepared graphs of currency, term and liquidity mismatches.

Jul 1989 - Apr 1991
Team & coworkers

Colleagues at FMB Administradora e Corretora de Seguros de Vida Ltda.

Other employees you can reach at fmbinvest.com.br. View company contacts for 19 employees →

LP Leonardo Pontes Leonardo Pontes Colleague at Fmb Administradora E Corretora De Seguros De Vida Ltda.São Paulo, São Paulo, Brazil, Brazil View → SG Sabrina Gouvea Sabrina Gouvea Colleague at Fmb Administradora E Corretora De Seguros De Vida Ltda.São Paulo, Brazil, Brazil View → FM Fernando M. Bento Fernando M. Bento Colleague at Fmb Administradora E Corretora De Seguros De Vida Ltda.São Paulo, São Paulo, Brazil, Brazil View → ÉS Érica Santos Érica Santos Colleague at Fmb Administradora E Corretora De Seguros De Vida Ltda.São Paulo, São Paulo, Brazil, Brazil View → EB Eduardo Beserra Santos Eduardo Beserra Santos Colleague at Fmb Administradora E Corretora De Seguros De Vida Ltda.São Paulo, São Paulo, Brazil, Brazil View → NT Nilton Toloi Nilton Toloi Colleague at Fmb Administradora E Corretora De Seguros De Vida Ltda.São Paulo, São Paulo, Brazil, Brazil View → FB Fatih Biber Fatih Biber Colleague at Fmb Administradora E Corretora De Seguros De Vida Ltda.Istanbul, Istanbul, Türkiye, Turkey View → JP Julio P. Julio P. Colleague at Fmb Administradora E Corretora De Seguros De Vida Ltda.Jacareí, São Paulo, Brazil, Brazil View → MY Mejri Youssef Mejri Youssef Colleague at Fmb Administradora E Corretora De Seguros De Vida Ltda.Bizerte, Tunisia, Tunisia View → JC Janaina Cardoso Janaina Cardoso Colleague at Fmb Administradora E Corretora De Seguros De Vida Ltda.São Paulo, São Paulo, Brazil, Brazil View →
2 education records

Rogerio Gutierrez, Cfp® education

FAQ

Frequently asked questions about Rogerio Gutierrez, Cfp®

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

What company does Rogerio Gutierrez, Cfp® work for?

Rogerio Gutierrez, Cfp® works for FMB Administradora e Corretora de Seguros de Vida Ltda..

What is Rogerio Gutierrez, Cfp®'s role at FMB Administradora e Corretora de Seguros de Vida Ltda.?

Rogerio Gutierrez, Cfp® is listed as Partner and Investment Advisory at FMB Administradora e Corretora de Seguros de Vida Ltda..

What is Rogerio Gutierrez, Cfp®'s email address?

AeroLeads has found 1 work email signal at @itaubba.com.br for Rogerio Gutierrez, Cfp® at FMB Administradora e Corretora de Seguros de Vida Ltda..

Where is Rogerio Gutierrez, Cfp® based?

Rogerio Gutierrez, Cfp® is based in São Paulo, São Paulo, Brazil while working with FMB Administradora e Corretora de Seguros de Vida Ltda..

What companies has Rogerio Gutierrez, Cfp® worked for?

Rogerio Gutierrez, Cfp® has worked for Fmb Administradora E Corretora De Seguros De Vida Ltda., Insper, Itaú Bba, and Unibanco.

Who are Rogerio Gutierrez, Cfp®'s colleagues at FMB Administradora e Corretora de Seguros de Vida Ltda.?

Rogerio Gutierrez, Cfp®'s colleagues at FMB Administradora e Corretora de Seguros de Vida Ltda. include Leonardo Pontes, Sabrina Gouvea, Fernando M. Bento, Érica Santos, and Eduardo Beserra Santos.

How can I contact Rogerio Gutierrez, Cfp®?

You can use AeroLeads to view verified contact signals for Rogerio Gutierrez, Cfp® at FMB Administradora e Corretora de Seguros de Vida Ltda., including work email, phone, and LinkedIn data when available.

What schools did Rogerio Gutierrez, Cfp® attend?

Rogerio Gutierrez, Cfp® holds Master Of Business Administration (Mba), Estratégia E Gestão De Pessoas from Fundação Dom Cabral.

What skills is Rogerio Gutierrez, Cfp® known for?

Rogerio Gutierrez, Cfp® is listed with skills including Derivatives, Financial Markets, Banking, Capital Markets, Financial Risk, Risk Management, Portfolio Management, and Finance.

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