Guilherme Kormann Merizio, CFP®, S-Pro
Team Leader Consultoria de Investimentos at GuiaInvest- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Brusque, Santa Catarina, Brazil, BR
Languages
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Inglês Full professional proficiency
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Italiano Professional working proficiency
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Portoghese Native or bilingual proficiency
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Credentials
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CFP® - Certified Financial Planner
Planejar Associação Brasileira de Planejamento FinanceiroSep, 2022- Sep, 2024 -
Financial & Analysis: building a company's budget
365 CareersMay, 2022- Sep, 2024 -
Power BI Completo - Do Básico ao Avançado
João Paulo de Lira - UdemyApr, 2022- Sep, 2024 -
Python para Finanças: Investimentos & Análise de Dados
365 CareersMar, 2022- Sep, 2024 -
Gestão Financeira para Pequenas e Médias Empresas
BE ABLE Treinamentos e Cursos OnlineDec, 2021- Sep, 2024 -
CEA
ANBIMAFeb, 2022- Sep, 2024 -
CPA 10
ANBIMADec, 2011- Sep, 2024 -
CPA 20
ANBIMAMay, 2018- Sep, 2024
Experience
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GuiaInvest
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Brazil
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Financial Services
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1 - 100 Employee
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Team Leader Consultoria de Investimentos
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Jun 2023 - Present
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Consultor de investimentos
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Nov 2022 - Jun 2023
GuiaInvest Wealth
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Itaú Unibanco
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Brazil
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Banking
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700 & Above Employee
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Agente de negócios
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Nov 2021 - Nov 2022
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Facility BPO
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Brazil
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Financial Services
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Gerente de operações de negócios
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Mar 2021 - Nov 2021
Terceirização de rotinas financeiras, contas a pagar e receber, tesouraria e controladoria Terceirização de rotinas financeiras, contas a pagar e receber, tesouraria e controladoria
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Cresol Oficial
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Brazil
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Financial Services
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100 - 200 Employee
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Gerente de relacionamento e negócios Pessoa Jurídica
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Feb 2021 - Mar 2021
Relacionamento e gestão de carteira pessoa jurídica Relacionamento e gestão de carteira pessoa jurídica
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Sicredi
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Brazil
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Financial Services
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1 - 100 Employee
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Gerente de Relacionamento e Negócios Pessoa Física
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Sep 2020 - Feb 2021
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Banco Santander
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Argentina
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Banking
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1 - 100 Employee
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Gerente de Negócios e Serviços II
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Jan 2013 - Aug 2019
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Viacredi
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Brazil
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Financial Services
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700 & Above Employee
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assistente de negocios
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Oct 2008 - Jan 2013
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Education
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ESIC: Business & Marketing School
Master of Business Administration (MBA), Economia e Gestão Empresarial -
Centro Universitário de Brusque
Bacharelado em Administração, Administração de Empresas
Community
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