Skills
Financial Analysis · Budget Control · Financial Risk Management · Financial Planning
Customer Relationship Management (CRM) · Billing Process
Business Analysis · Social Media Marketing · Commercial Management · Digital Marketing · Administrative Support · Marketing Strategy
About
A professional with a degree in Business Management with national and international experience in commercial, marketing, and finance areas. Currently working as a Financial Planner and Consultant at W1 Consultoria Financeira, a partner of XP Investiments. Specialist in personalized financial analysis for individuals and businesses, developing strategies for resource optimization and short-, medium-, and long-term planning, with a focus on asset protection, balance, and expansion. Skills centered on proactivity, interpersonal relationships, and adaptability.
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