Brazilian entrepreneur looking for new challenges.More...
Rodrigo Garcia
Financial Advisor@W1 Consultoria Financeira
Verified
W1 Consultoria Financeira is experiencing a steady growth in its client base and financial portfolio. There is a notable increase in demand for personalized financial advice, which is driving up revenue. However, competition is also increasing, with new fintech startups offering similar services at lower costs. The company needs to invest in digital transformation to streamline operations, improve customer service, and maintain a competitive edge. The financial outlook for the next fiscal year is positive, but strategic investments and cost management will be key to sustaining growth and profitability.More...
Matheus Carneiro
Head of Partnerships
Verified
Economics and Business Undergrad
Corporate Management/Business Intelligence MBA Alumni
CEO/Founder - Filha Minha
CFO - Etherna IAMore...
WILLY ALVIM
Product Manager@Shippify
Verified
Shippify is a logistics solution provider that enables businesses to manage their deliveries efficiently and economically. As a Product Manager, Willy Alvim plays a significant role in developing and implementing strategies to enhance the company's products and services. He is responsible for identifying customer needs, working closely with the engineering team to design and develop new features, and collaborating with the marketing team to promote the product. He also monitors market trends and competitors to ensure Shippify's offerings remain competitive. His goal is to maximize the product's value and achieve business objectives.More...
Rafael Rodrigues
Investment Advisor@Itaú Unibanco
Verified
💰 CFP®-Certified Investment Advisor with a proven track record in wealth management, financial planning, and investment strategy. With over [X] years of experience, I provide personalized financial solutions tailored to the unique goals of each client, ensuring long-term asset growth and protection.
📊 Currently managing a portfolio of BRL 250 million, advising a select group of 250 high-net-worth clients. My approach is centered on strategic asset allocation, risk management, and long-term financial planning, delivering consistent and sustainable returns.
🏆 Key Achievements:
✔️ Successfully structured and optimized multi-asset investment portfolios, balancing growth and security.
✔️ Increased client portfolio performance through tailored investment strategies and risk-adjusted asset allocation.
✔️ Built strong, trust-based relationships, ensuring financial well-being and wealth preservation.
📈 Areas of Expertise:
✔️ Wealth Management & Financial Planning
✔️ Portfolio Optimization & Risk Management
✔️ Fixed Income & Equity Investments
✔️ Real Estate Funds & Alternative Investments
✔️ Capital Markets & Strategic Asset Allocation
🔎 How can I help? Whether you're looking for portfolio optimization, risk management, or long-term wealth growth, let’s connect!More...