Verônica Sarmento, Cfp® Email and Phone Number
Verônica Sarmento, Cfp® work email
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Verônica Sarmento, Cfp® personal email
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!
Traad - Wiser Investor
View- Website:
- traad.com.br
- Employees:
- 3
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Investment Consultant,Traad - Wiser Investor Nov 2023 - PresentItalyInvestment 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. -
Investment AdvisorMonte Bravo Apr 2019 - Nov 2023Porto Alegre E Região, BrasilBy 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. -
Team LeaderMonte Bravo Jan 2023 - Jun 2023Porto Alegre, Rio Grande Do Sul, Brasil -
Fp&A & Market Intelligence AnalystRegal Rexnord Jul 2018 - Apr 2019São Leopoldo, Rio Grande Do Sul, BrazilI 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. -
Fp&ARegal Rexnord Nov 2016 - Jun 2018São Leopoldo, BrazilAs 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. -
Controller AnalystGrupo Exicon S/A May 2015 - Nov 2016Led 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.
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Junior Controller AnalystSouth Service Trading- Grupo Exicon S/A Mar 2014 - May 2015Managed 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.
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Finance ControllerSouth Service Trading - Grupo Exicon S/A Jan 2014 - Mar 2014
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Internal Marketing DevelopmentCanada Export Centre Dec 2012 - Mar 2013Vancouver And Region, CanadáLed 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. -
Junior Business ConsultantSebra Aug 2011 - Dec 2011Complementary 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. -
Business Guidance AgentSebrae Apr 2011 - Aug 2011Rio Grande E Região, BrasiVisited micro-enterprises, assessed their business situations, and recommended management tools to help resolve identified issues.
Verônica Sarmento, Cfp® Skills
Verônica Sarmento, Cfp® Education Details
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Universidade Federal Do Rio Grande Do SulManagement Controller -
Finanças Empresariais -
Ciências Econômicas
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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