Carlos Pitta CFP®

Head de Wealth Management at Oriz Partners
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Contact Information
us****@****om
(386) 825-5501
Location
São Paulo, Brazil, BR
Skills

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Bio

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Experience

  • Oriz Partners
    • Brazil
    • Financial Services
    • 1 - 100 Employee
    • Head de Wealth Management
      • Jul 2023 - Present

  • Safra
    • Brazil
    • Banking
    • 700 & Above Employee
    • Diretor de Private Banking
      • Apr 2021 - Apr 2022

      Head do segmento UHNW

    • Superintendente Geral
      • Jul 2016 - Apr 2021

      Private Banking

  • Credit Suisse Brasil
    • Brazil
    • Banking
    • 300 - 400 Employee
    • Private Banker, CFP™
      • Jun 2006 - Jul 2016

      Relationship Manager e BDO no CSHG Private Banking Relationship Manager e BDO no CSHG Private Banking

  • Safra
    • Brazil
    • Banking
    • 700 & Above Employee
    • Controladoria - JSI Investimentos
      • Mar 2003 - May 2006

      Suporte a Mesa Proprietária Suporte a Mesa Proprietária

Education

  • Pontifícia Universidade Católica de São Paulo
    Bacharelado, Economia
  • Liceu Albert Sabin

Community

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