A true lover of Finance and Capital Market, certified as an Investment Specialist (CEA) and Financial Planner (CFP®), with experience in financial markets such as social media's content creator, people management, customer relationship, financial planning and training & developing.Crypto content creator with more than 100k followers in multiples platforms -> https://beacons.ai/vitao.cryptoGraduated with a Master of Science in Finance at Arizona State University and looking to keep improving my knowledge in the area, in order to become an excellent Financial Advisor and Speaker, helping people’s lives through financial education.
Vitao.Lorencao
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Content CreatorVitao.Lorencao Jan 2022 - PresentSao Paulo, BrazilCrypto Content Creator- TikTok: 83K followers- Instagram: 10K followers- Kwai: 19K followers- Telegram: 2,5K subscribers
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Financial Planning CoordinatorTc Jul 2021 - Jun 2022Sao Paulo, BrazilTeam Leader of 10 financial planners -
Financial AdvisorTc Apr 2021 - Jun 2021Sao Paulo, Brazil• Responsável por realizar o planejamento financeiro de clientes pessoa física;• Reuniões diárias com clientes private, discutindo estratégias de investimento e alocação de portfólio;• Elaboração de relatórios com recomendações para adequar a carteira do cliente aos seus objetivos;• Participação em calls de fechamento semanal para os clientes.
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Assistant - B2CBtg Pactual Digital Aug 2020 - Feb 2021Sao Paulo, Brazil• Responsável por toda a rotina operacional da área de assessoria de investimentos.• Contato frequente com clientes para responder dúvidas de investimentos e operacionais, bem como executar ordens de aplicações.• Preparação de documentação e acompanhamento de processo de transferência de custódia de ativos e portabilidade de previdência, inclusive conduzindo treinamentos sobre o tema.• Apoio na abertura de contas manuais para clientes.• Apoio para todos os assessores, sendo um ponto focal para toda a equipe na resolução deproblemas. -
Customer Service ConsultantEmpiricus Jul 2018 - Jan 2019São Paulo, Brasil• Application of training sessions for more than 30 new employees on fixed income, stock markets, options and mutual funds and related subjects;• Application of tests to evaluate the consultant's team knowledge; • Designated by the managers for special projects;• Resolution of demands from Analysis, Marketing, Social Media and other company areas;• Customer service on investments area by phone, email and WhatsApp; supporting the understanding of the company's products and its operation in stock trading system. -
Junior Customer Service ConsultantEmpiricus Jan 2018 - Jul 2018São Paulo, Brasil• Application of Portuguese language and Communication trainings and tests for more than 50 employees of the consultant's team;• Product sales face-to-face at events;• Identification of the Client's Investor Profile for recommendation of proper signature;• Customer service on investments area by phone, email and WhatsApp; supporting the understanding of the company's products and its operation in stock trading system.
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Customer Service TraineeEmpiricus May 2017 - Jan 2018São Paulo, Brasil• Customer service on investments area by phone, email and WhatsApp; supporting the understanding of the company's products and its operation in stock trading system.
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Tax AssistantMcdonald'S Dec 2016 - Apr 2017Barueri, São Paulo• Calculation and payment of Brazilian service taxes; • Projections of cash flows;• Analysis and payment of debts;• Management of sales returns and expenses refunds;• Analysis of Brazilian tax legislation. -
Tax InternMcdonald'S Apr 2016 - Dec 2016Barueri, São Paulo• Monitoring and execute all business routines of Brazilian service taxes area.
Victor De Freitas Lorencao, Cea, Cfp® Skills
Victor De Freitas Lorencao, Cea, Cfp® Education Details
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3.89 Out Of 4.00 -
Anglo Leonardo Da VinciEnsino Médio
Frequently Asked Questions about Victor De Freitas Lorencao, Cea, Cfp®
What company does Victor De Freitas Lorencao, Cea, Cfp® work for?
Victor De Freitas Lorencao, Cea, Cfp® works for Vitao.lorencao
What is Victor De Freitas Lorencao, Cea, Cfp®'s role at the current company?
Victor De Freitas Lorencao, Cea, Cfp®'s current role is Investments Content Creator | Master's Degree in Finance (ASU).
What schools did Victor De Freitas Lorencao, Cea, Cfp® attend?
Victor De Freitas Lorencao, Cea, Cfp® attended Arizona State University - W. P. Carey School Of Business, School Of Economics, Business And Accounting At The University Of São Paulo, Anglo Leonardo Da Vinci.
What skills is Victor De Freitas Lorencao, Cea, Cfp® known for?
Victor De Freitas Lorencao, Cea, Cfp® has skills like Planejamento De Aulas, Planejamento Financeiro Pessoal, Microsoft Word, Trabalho Em Equipe, Microsoft Excel, Investimentos, Atendimento Ao Cliente, Microsoft Powerpoint.
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