Gisele Fernanda Tavares Rosa

Sócia na SYM Investments / Assessora de Investimentos Credenciada XP / ANCORD at SYM Investments
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Contact Information
us****@****om
(386) 825-5501
Location
Blumenau, Santa Catarina, Brazil, BR

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Ariella Kracheski

Excelente profissional! Super carismática e com ótimo relacionamento com todos os clientes, além de ser uma pessoa incrível para trabalhar em equipe, sempre colaborando com todos. Atuamos juntas há mais de um ano!

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Credentials

  • Certificação
    ANCORD
    Oct, 2023
    - Sep, 2024
  • CPA20
    ANBIMA

Experience

  • SYM Investments
    • Brazil
    • Financial Services
    • 1 - 100 Employee
    • Sócia na SYM Investments / Assessora de Investimentos Credenciada XP / ANCORD
      • Oct 2023 - Present

      Assessoria de Investimentos, focada no cliente.

    • Assessora de investimentos
      • Oct 2023 - Oct 2023

  • Safra
    • Oil and Gas
    • 100 - 200 Employee
    • Gerente de Relacionamento Alta Renda Safra
      • Mar 2023 - Oct 2023

    • Gerente Top Advisor lll
      • Nov 2021 - Mar 2023

  • Itaú Unibanco
    • Brazil
    • Banking
    • 700 & Above Employee
    • Gerente Uniclass
      • Sep 2010 - Nov 2021

Education

  • Senes
    Pós-graduação Lato Sensu - MBA, Liderança e Desenvolvimento de Equipes
    2021 - 2022
  • UNIASSELVI
    Bacharelado, Processos Gerenciais
    2009 - 2012

Community

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