Verônica Sarmento, Cfp®

Verônica Sarmento, Cfp® Email and Phone Number

Financial Consultant | Financial Planning | FP&A | Wealth Management | Forecasting Specialist | Budget Planner @ TRAAD - Wiser Investor
Verônica Sarmento, Cfp®'s Location
Bergamo, Lombardy, Italy, Italy
Verônica Sarmento, Cfp®'s Contact Details

Verônica Sarmento, Cfp® work email

Verônica Sarmento, Cfp® personal email

n/a
About Verônica Sarmento, Cfp®

As an economist with over 10 years of robust experience in the financial sector, including 5 years as an Investment Advisor, I am passionate about empowering individuals to make smarter, more confident financial decisions. My goal is to create secure and peaceful financial futures for my clients by offering personalized, data-driven advice tailored to their unique needs.Currently working as an Investment Consultant, I thrive on providing transparent, client-centric solutions that align fully with my clients’ objectives. As a Certified Financial Planner (CFP®), I utilize a holistic approach to financial management, blending comprehensive market analysis, risk assessment, and investment strategies to optimize outcomes.With a deep understanding of financial products—ranging from stocks and bonds to investment funds—I possess the expertise to navigate complex financial landscapes. Over the years, I’ve honed my skills in evaluating risk and return while staying up-to-date on the latest market trends, all in service of maximizing the value of my clients’ portfolios.What truly drives me is the opportunity to educate and empower. I believe in providing my clients with the tools and knowledge they need to make informed, confident investment decisions that expand their financial horizons.If you are seeking an experienced, dedicated professional who is deeply committed to helping you achieve your financial goals, I’m always open to a conversation. Let’s connect and explore how I can support your financial journey!

Verônica Sarmento, Cfp®'s Current Company Details
TRAAD - Wiser Investor

Traad - Wiser Investor

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Financial Consultant | Financial Planning | FP&A | Wealth Management | Forecasting Specialist | Budget Planner
Website:
traad.com.br
Employees:
3
Verônica Sarmento, Cfp® Work Experience Details
  • Traad - Wiser Investor
    Investment Consultant,
    Traad - Wiser Investor Nov 2023 - Present
    Italy
    Investment consulting with personalized client service, utilizing technology and expertise to monitor and rebalance investment portfolios according to market conditions and each investor’s profile. Our goal is to increase portfolio efficiency and help investors achieve their financial objectives in a transparent and flexible model.
  • Monte Bravo
    Investment Advisor
    Monte Bravo Apr 2019 - Nov 2023
    Porto Alegre E Região, Brasil
    By analyzing market trends and integrating client-specific data, I ensured that each investment plan was optimized for both current performance and long-term growth.. •Developed customized financial strategies based on market analysis and individual client data to maximize investment potential. •Assisted clients with retirement planning by crafting strategic asset allocations and advising on sustainable saving practices, ensuring their long-term financial security.
  • Monte Bravo
    Team Leader
    Monte Bravo Jan 2023 - Jun 2023
    Porto Alegre, Rio Grande Do Sul, Brasil
  • Regal Rexnord
    Fp&A & Market Intelligence Analyst
    Regal Rexnord Jul 2018 - Apr 2019
    São Leopoldo, Rio Grande Do Sul, Brazil
    I conducted comprehensive market research and analysis to provide strategic insights that influenced product development and market positioning. I worked closely with executive leadership, contributing to decision-making processes and ensuring that daily operations aligned with the company’s strategic objectives.
  • Regal Rexnord
    Fp&A
    Regal Rexnord Nov 2016 - Jun 2018
    São Leopoldo, Brazil
    As part of the FP&A team, I was responsible for managing financial planning and analysis activities, developing financial models, and providing insights to support the company’s growth and financial stability. I focused on enhancing operational efficiency and delivering data-driven recommendations to executive leadership. •Developed comprehensive financial models and forecasts, supporting strategic decision-making and ensuring alignment with business growth objectives. •Implemented automation tools for routine FP&A tasks, significantly reducing manual workloads and improving overall efficiency. •Prepared detailed reports, summaries, and presentations for VPs and stakeholders, offering key insights and actionable recommendations to drive strategic initiatives.▲Led a Six Sigma Yellow Belt project to automate the sales and order backlog reconciliation process, cutting report delivery time from 1 hour to 15 minutes.
  • Grupo Exicon S/A
    Controller Analyst
    Grupo Exicon S/A May 2015 - Nov 2016
    Led the restructuring and development of the Controllership department within the company. Prepared reports for the executive board, supporting business management. Provided support to other departments, such as accounting, finance, operations, and IT, delivering performance improvement insights, assisting with tax planning, and contributing to the development of reports in ERP and Business Intelligence systems.▲ As a result of these efforts, help to reduce the month-end reporting time from 10 days to 4 days, greatly improving the timeliness and reliability of financial insights available to leadership.
  • South Service Trading- Grupo Exicon S/A
    Junior Controller Analyst
    South Service Trading- Grupo Exicon S/A Mar 2014 - May 2015
    Managed the financial control of operational routines related to the import and distribution of goods, overseeing budgets vs. revenues and verifying spreadsheets against system entries. Additionally, conducted performance analysis of operations through the preparation of financial statements by client (Income Statement and Balance Sheet) and the reconciliation of the financial accounts of operations.
  • South Service Trading - Grupo Exicon S/A
    Finance Controller
    South Service Trading - Grupo Exicon S/A Jan 2014 - Mar 2014
  • Canada Export Centre
    Internal Marketing Development
    Canada Export Centre Dec 2012 - Mar 2013
    Vancouver And Region, Canadá
    Led the entry project of a Canadian company into the Brazilian market. Conducted market analysis, developed databases, translated documents between English and Portuguese, and prepared product presentation materials. Additionally, provided support on logistical matters related to the Brazilian market. Participated in an international industry event in Rio de Janeiro, attending meetings with potential investors and actively engaging in negotiations.
  • Sebra
    Junior Business Consultant
    Sebra Aug 2011 - Dec 2011
    Complementary stage of the “Business to Business” project, with a focus on identifying and addressing the company’s key challenges, assisting in the implementation of management tools, and analyzing the entrepreneurial behavior of the business owner. Through this project, I successfully helped a micro-entrepreneur improve working capital management by adjusting payment terms.
  • Sebrae
    Business Guidance Agent
    Sebrae Apr 2011 - Aug 2011
    Rio Grande E Região, Brasi
    Visited micro-enterprises, assessed their business situations, and recommended management tools to help resolve identified issues.

Verônica Sarmento, Cfp® Skills

Economics Corporate Finance Financial Analysis Trading Microsoft Excel English Econometrics Public Speaking Microsoft Office Microsoft Powerpoint Microsoft Word Planejamento Empresarial Trabalho Em Equipe Pesquisas De Mercado Sistemas Operacionais

Verônica Sarmento, Cfp® Education Details

Frequently Asked Questions about Verônica Sarmento, Cfp®

What company does Verônica Sarmento, Cfp® work for?

Verônica Sarmento, Cfp® works for Traad - Wiser Investor

What is Verônica Sarmento, Cfp®'s role at the current company?

Verônica Sarmento, Cfp®'s current role is Financial Consultant | Financial Planning | FP&A | Wealth Management | Forecasting Specialist | Budget Planner.

What is Verônica Sarmento, Cfp®'s email address?

Verônica Sarmento, Cfp®'s email address is ve****@****.com.br

What schools did Verônica Sarmento, Cfp® attend?

Verônica Sarmento, Cfp® attended Universidade Federal Do Rio Grande Do Sul, Fundação Getulio Vargas / Fgv, Fundação Universidade Federal Do Rio Grande.

What skills is Verônica Sarmento, Cfp® known for?

Verônica Sarmento, Cfp® has skills like Economics, Corporate Finance, Financial Analysis, Trading, Microsoft Excel, English, Econometrics, Public Speaking, Microsoft Office, Microsoft Powerpoint, Microsoft Word, Planejamento Empresarial.

Who are Verônica Sarmento, Cfp®'s colleagues?

Verônica Sarmento, Cfp®'s colleagues are Jessica De Santis Reis, Cfp®, Andreas Freymann, Douglas Rosa, Gustavo Von Scharten Heldt, Angelo Marton, Paulo Vitral Arbex, Arthur Moraes.

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