Eminente Viviane
Boca Raton,FL
Summary
Accomplished Investment Manager with a proven track record , enhancing portfolio performance through strategic planning and fundamental analysis. Expert in negotiating to cut costs and in utilizing investment performance analysis to exceed financial targets. Skilled in fostering client relationships, achieving high retention rates through insightful account management strategies.
Overview
23
23
years of professional experience
Work History
Investment Manager
Bank Safra
07.2020 - 07.2023
- Optimized portfolio performance through continuous monitoring and timely adjustments to asset allocations.
- Negotiated favorable terms with external service providers to reduce operational costs for the firm without compromising quality or efficiency.
Investment Manager
Bank Itaú
08.2015 - 06.2020
- Conducted due diligence on potential investments, analyzing market trends and company fundamentals.
- Optimized portfolio performance through continuous monitoring and timely adjustments to asset allocations.
- Developed comprehensive financial plans for clients, addressing both short-term and long-term objectives.
- Researched and shared recommendations on stock market trends and economic forecasts to support portfolio decisions.
Senior Account Manager
Bank Santander S/A
08.2000 - 07.2015
- Provided extensive support in sales, technical and business areas to key accounts.
- Developed deep knowledge of customer businesses and relationship to company objectives.
- Analyzed data on client behavior patterns to inform future account management strategies, resulting in higher retention rates.
Education
Business Administration Focus On Foreign Trade
Carlos Drummond Andrade University
São Paulo BrasilCPA 10 , CPA 20 - Investments And Securities
Ambima
São Paulo Brasil. 12.2022
Postgraduate - Business Management
University Unip
São Paulo Brasil12.2010
Skills
- Investment performance analysis
- Strategic Planning
- Fundamental Analysis
Languages
Portuguese
Bilingual or Proficient (C2)
Spanish
Upper intermediate (B2)
English
Elementary (A2)
Timeline
Investment Manager
Bank Safra
07.2020 - 07.2023
Investment Manager
Bank Itaú
08.2015 - 06.2020
Senior Account Manager
Bank Santander S/A
08.2000 - 07.2015
Business Administration Focus On Foreign Trade
Carlos Drummond Andrade University
CPA 10 , CPA 20 - Investments And Securities
Ambima
Postgraduate - Business Management
University Unip
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