Years of experience: 24

Investor & VCSales & BizDevInvestment BankerInvestor RelationsBanking OperationsFinance

Trust Score

Highly reliable; strong professional involvement.

70%
Carlos Filipe's Career Path
Private BankerOct. 2023 -
Present
Santander Private BankingPrivate Banker
Portugal
Private bankerOct. 2023 -
Present
Santander PortugalPrivate banker
Porto, Portugal
Senior Investment ManagerApr. 2009 -
Present
Banco Santander TottaSenior Investment Manager
Matosinhos, Porto, PortugalEvaluate financial reports while providing accurate investment advice to clients together with regular updates regarding the status of their portfolios. Providing a large variety of financial services, including housing and car finance, wealth management, services pension funds and retirement planning. Responsible for keeping track of changes in the financial markets and executing investments...