2021 – 2023

At Braúna Investimentos, I served as a Partner, Account Executive and Investment Advisor, excelling in client acquisition, relationship management, and portfolio optimization. Over the course of my tenure, I secured over $ 20 CAD million in new investments, built strong and lasting client relationships, and delivered tailored financial strategies to meet the needs of high-net-worth individuals and corporate clients.

My dedication and results earned me recognition as one of the Top 10 Investment Advisors in 2022

Expanded Contributions and Key Achievements

• Client Acquisition and Retention: Successfully attracted over CAD 12M in new investments by implementing strategic prospecting and personalized financial planning approaches.
• Top 10 Advisor Recognition (2022): Recognized as one of the top 10 advisors for outstanding performance and exceptional client satisfaction.
• Relationship Management: Maintained consistent, proactive communication with clients, fostering trust and ensuring alignment with their financial goals.
• Portfolio Customization: Designed and managed diverse investment portfolios, balancing risk and returns with a deep understanding of individual client objectives.
• Market Insights and Reporting: Delivered clear and actionable market analysis, simplifying complex financial data to enable confident decision-making.
• Cross-Functional Collaboration: Worked closely with internal teams to align financial products and services with evolving market demands, ensuring client satisfaction.
• Compliance and Risk Management: Ensured full compliance with regulatory standards, safeguarding client investments and maintaining the firm’s reputation for integrity.
• Technology Utilization: Leveraged CRM tools like Salesforce to optimize client tracking, engagement, and personalized service delivery.