Wallace Santos, Cea, Paap

Wallace Santos, Cea, Paap Email and Phone Number

Investment AdvisorANBIMA Certified Investment Specialist - CEAMBA in Investment Advisory and NetworkingHigh-Performance Advisors Program - PAAP @ Repline
australia
Wallace Santos, Cea, Paap's Location
Sydney, New South Wales, Australia, Australia
About Wallace Santos, Cea, Paap

Professional, 30 years old, holds a degree in Financial Management with an MBA in Investment Advisory and Networking, and is a member of the High-Performance Advisor Program - PAPP.Career path in the administrative/financial sector with over 8 years of experience, with a significant highlight in my last position where I managed an investment portfolio with over 100MM in assets.Key skills and qualifications:- Leadership- Teamwork- Proactivity- Commitment- Solution-oriented approachWallace AlvesContact: wallacealves.santos@gmail.com.br

Wallace Santos, Cea, Paap's Current Company Details
Repline

Repline

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Investment AdvisorANBIMA Certified Investment Specialist - CEAMBA in Investment Advisory and NetworkingHigh-Performance Advisors Program - PAAP
australia
Website:
repline.com.au
Employees:
4
Wallace Santos, Cea, Paap Work Experience Details
  • Repline
    Factory Work
    Repline Apr 2024 - Present
    Sydney, Nova Gales Do Sul, Austrália
    -Processing, sorting and packing products-Operating machines abd monitoring the output to check it's in line with compilances standards -Loading raw materials onto production lines -Inspecting finished products for defects-Perform assembly and sub-assrmbly operations
  • Santander Brasil
    Investment Advisor
    Santander Brasil Feb 2023 - Aug 2023
    São José Dos Campos, São Paulo, Brasil
  • Santander Brasil
    Business And Services Manager Ii
    Santander Brasil Dec 2021 - Feb 2023
    Macaé, Rio De Janeiro, Brasil
    - Management of personal clients and micro-entrepreneurs' portfolios.- Acquisition and prospecting of new clients to expand the portfolio.- Personalized customer service while ensuring their satisfaction.- Facilitation of credit transactions.- Sales of banking products, insurance, financial solutions, investments, vehicle and real estate financing, private pensions, and consortiums.- Advisory consultation to recommend investment solutions tailored to each client's investor… Show more - Management of personal clients and micro-entrepreneurs' portfolios.- Acquisition and prospecting of new clients to expand the portfolio.- Personalized customer service while ensuring their satisfaction.- Facilitation of credit transactions.- Sales of banking products, insurance, financial solutions, investments, vehicle and real estate financing, private pensions, and consortiums.- Advisory consultation to recommend investment solutions tailored to each client's investor profile.- Risk management and analysis, credit recovery, collection, renegotiation, and focus on achieving positive outcomes.- Financial, accounting, administrative, and treasury tasks. Show less
  • Rac Refrigeração
    Financial Assistant
    Rac Refrigeração Aug 2017 - Nov 2019
    Macaé, Rio De Janeiro
    Responsible for assisting the department in carrying out accounts payable activities within the company. Entering and overseeing payments in the system. Cross-checking invoices with payment slips. Receiving and analyzing invoices; contacting suppliers for any queries or reconciliations. Managing weekly payments and processing payment confirmations in the systems. Assisting in the development of the company's annual expense planning.
  • Rac Refrigeração
    Administrative Assistant
    Rac Refrigeração Jul 2016 - Jul 2017
    Macaé, Rio De Janeiro
  • Rac Manutenção
    Administrative Assistant
    Rac Manutenção Sep 2011 - May 2016
    Macaé, Rio De Janeiro
    Responsible for tasks such as: filling out requisitions, requesting and verifying material purchases, recording data, and preparing administrative control spreadsheets. Issuing service and material invoices, financial control of accounts receivable and payable, personnel logistics for offshore embarkation and disembarkation, as well as general office services like selecting, organizing, filling out, and issuing documents. Typing, drafting simple correspondence and reports, managing the intake… Show more Responsible for tasks such as: filling out requisitions, requesting and verifying material purchases, recording data, and preparing administrative control spreadsheets. Issuing service and material invoices, financial control of accounts receivable and payable, personnel logistics for offshore embarkation and disembarkation, as well as general office services like selecting, organizing, filling out, and issuing documents. Typing, drafting simple correspondence and reports, managing the intake, protocol, and dispatch of mail and documents. Show less

Wallace Santos, Cea, Paap Skills

Microsoft Office Microsoft Word Contas A Pagar Consultoria De Investimentos Microsoft Excel Planejamento Financeiro Offshore Planejamento Mercados Financeiros Investimentos Pagamentos

Wallace Santos, Cea, Paap Education Details

Frequently Asked Questions about Wallace Santos, Cea, Paap

What company does Wallace Santos, Cea, Paap work for?

Wallace Santos, Cea, Paap works for Repline

What is Wallace Santos, Cea, Paap's role at the current company?

Wallace Santos, Cea, Paap's current role is Investment AdvisorANBIMA Certified Investment Specialist - CEAMBA in Investment Advisory and NetworkingHigh-Performance Advisors Program - PAAP.

What schools did Wallace Santos, Cea, Paap attend?

Wallace Santos, Cea, Paap attended Universidade Estácio De Sá, Eu Me Banco Educação, Coursera, Australian College Of Business Intelligence.

What skills is Wallace Santos, Cea, Paap known for?

Wallace Santos, Cea, Paap has skills like Microsoft Office, Microsoft Word, Contas A Pagar, Consultoria De Investimentos, Microsoft Excel, Planejamento Financeiro, Offshore, Planejamento, Mercados Financeiros, Investimentos, Pagamentos.

Who are Wallace Santos, Cea, Paap's colleagues?

Wallace Santos, Cea, Paap's colleagues are Roland Pugh, John Pugh, Chris Meyer, Leanne Pugh, Charles Pugh.

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