Years of experience: 4
Financial PlannerFinanceInsuranceInvestment ManagementBrazilInvestor & VC
Trust Score
Exceptionally trusted; proven professional excellence.
Karen's Career Path
Nov. 2022 -Aug. 2023
BeInvestXPPartner & Investment Advisor
Florianópolis, Santa Catarina, BrasilAs an Investment Advisor, responsible for acquiring new clients and managing investment portfolios, offering financial assets aligned with each investor’s profile and objectives. Strong communication, negotiation, and persuasion skills were essential to ensure client satisfaction and long-term relationships.
Apr. 2021 -Nov. 2022
Wise credenciada ao BTG PactualPartner & Investment Advisor
FlorianópolisAs an Investment Advisor, responsible for acquiring new clients and managing investment portfolios, offering financial assets aligned with each investor’s profile and objectives. Strong communication, negotiation, and persuasion skills were essential to ensure client satisfaction and long-term relationships.
Aug. 2018 -Jun. 2019
Plus CapitalAdministrative Assistant
Florianópolis e Região, BrasilAssisted in stock exchange operations, developed financial spreadsheets and statistical reports, conducted economic scenario analysis, and provided administrative support and customer service.