Summary
Overview
Work History
Education
Languages
Certification
Timeline
Generic

Fernando Olea Costa

MIAMI,FL

Summary

Talented Financial Advisor with 9+ years of industry experience.

Result driver Financial Advisor experienced in advising clients in financial planning

Poised and dedicated professional with proven ability to thrive in busy and stressful environments.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Partner & Senior Financial Advisor

XP Investments
03.2017 - Current
  • Currently managing $550 million worth of client assets, generating revenues of $4 million per year;
  • Relationship with Brazilian clients (USD 1 million or more);
  • Build, monitor and reassess client's investments portfolio following their investment objectives and suitability;
  • Lead the recruitment of new key clients at public events;
  • Act as Principal (series 24), and alongside with the Compliance team, perform the approval of high net worth client new accounts; Issue of new products; Trade blotters (analyzing if all trades were suitable with client needs); and Marketing materials.

Senior Private Banker

XP Investimentos
07.2015 - 03.2017
  • Managed more than $80 million in assets divided among 100 high net worth clients;
  • Recommended investment strategies to these high net worth clients;
  • Managed and oversaw client recruitment, performed asset allocation and client meetings;
  • Lead training and coaching of four (4) subordinate junior analysts on how to balance assets consistent with market changes to achieve the best risk return ratio over time;

Analyst in Private Wealth Management

Goldman Sachs
08.2014 - 07.2015
  • Involved in all aspects of transactions processing of all products traded by Private Wealth team, as: fixed income, mutual funds, derivatives, equities, futures, wires, as well as collateral management;
  • Business support on client requests, involving closely work with different sales teams and trading desks;
  • Client reporting - release of client's monthly statements and daily positions
  • Highly involvement on technology projects to enhance trade processing flows and systems, identifying and mitigating operational risks as well as reducing of general breaks.

Education

MBA - Business Administration

Fundacao Getulio Vargas - FGV
Sao Paulo, BR
07.2013

Bachelor of Science - International Relations

Faculdades Metropolitanas Unidas - FMU
Sao Paulo, BR
12.2010

Languages

Portuguese
Native or Bilingual
English
Full Professional
Spanish
Professional Working

Certification

  • Series 24 - General Securities Principal Examination
  • Series 7 - General Securities Representative Qualification Examination
  • Series 66 - Uniform Investment Adviser Law Exam & Uniform Securities Agent State Law Exam

Timeline

Partner & Senior Financial Advisor

XP Investments
03.2017 - Current

Senior Private Banker

XP Investimentos
07.2015 - 03.2017

Analyst in Private Wealth Management

Goldman Sachs
08.2014 - 07.2015

MBA - Business Administration

Fundacao Getulio Vargas - FGV

Bachelor of Science - International Relations

Faculdades Metropolitanas Unidas - FMU

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Fernando Olea Costa