Luiz Felipe Dardis
Miami,FL
Summary
Committed and reliable employee with advanced proficiency in verbal and nonverbal communication. Fluent in Portuguese, English, and Spanish, I possess a distinct ability to connect with diverse audiences. As a wealth management associate immersed in the industry, I leverage strong analytical and interpersonal abilities to navigate financial landscapes and provide solutions to clients. My overarching ambition is to continually maximize my skills and aspirations, propelling my career to new heights.
Overview
5
5
years of professional experience
Work History
Wealth Associate
Citibank
09.2022 - Current
- Integrated financial and operational expertise to enhance sales performance for the Senior Wealth Advisor at Citi Personal Wealth Management. Managed relationships with ultra-high net worth clients, overseeing a $120MM+ portfolio.
- Conducted complex individual and entity account opening processes, ensuring compliance with due diligence procedures and KYC assessments to meet AML regulations.
- Managed various asset movement transactions, including journal entries, check requests, wire transfers, and ACH transters, ensuring accuracy and aanerence to protocols.
- Oversaw business applications for client account conversions, specializing in transitioning non-managed accounts to managed and implementing margin agreement proposals.
- Played a key role in a project aimed at streamlining the client onboarding process for non-resident clients (NRAs) within the International Personal Banking division. Contributed to a centralized team effort to remediate firm's complex procedures, significantly easing the workload of Financial Advisors and boosting sales efforts on the floor.
Development Manager & Social Media Coordinator
Ygea
02.2022 - 06.2023
- Created and direct social media account
- Linked an e-commerce store through Instagram, storing and developing more than 20 products for sale
- Coordinated with cross-functional teams to perform product testing and develop business plans
- Performed a big impact on website development, as well as led marketing tactics, and creative brand innovation.
Analyst Intern
Delta Energy
08.2019 - 12.2019
- Assisted the trading desk in development and evaluation of structured operations such as prepayments, source and temporal swaps, financial analyses, and seasonalization operations
- Portfolio management: book control, energy and financial balance, scenario analysis
- Had first-hand experience in multiple areas of the company: trading, back office, marketing, and meteorology team.
Education
Bachelor of Business Administration (BBA) - Management
Florida International University (FIU)
Miami, FL07.2024
Skills
- Strong interpersonal skills
- Client Relationship
- Investment - Pershing
- Financial Analysis
- KYC
- Account Due diligence
- Multilingual
- Problem-solving capabilities
- Client Support
Languages
Portuguese
Native or Bilingual
English
Native or Bilingual
Spanish
Full Professional
Timeline
Wealth Associate
Citibank
09.2022 - Current
Development Manager & Social Media Coordinator
Ygea
02.2022 - 06.2023
Analyst Intern
Delta Energy
08.2019 - 12.2019
Bachelor of Business Administration (BBA) - Management
Florida International University (FIU)