Mônica de Moraes Campos

Assessor de Investimentos | XP Investimentos at Allez Invest
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Contact Information
us****@****om
(386) 825-5501
Location
Curitiba, Paraná, Brazil, BR
Languages
  • Português Native or bilingual proficiency
  • English Full professional proficiency

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Bio

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Credentials

  • FBB100 Correspondente Completo
    FEBRABAN
    Jan, 2020
    - Nov, 2024
  • Accredited Adviser in Insurance (AAI)
    ANCORD
    Jan, 2019
    - Nov, 2024
  • Certificação de Especialista em Investimentos ANBIMA (CEA)
    ANBIMA
    Jan, 2019
    - Nov, 2024
  • Certificação Profissional ANBIMA - Série 20 (CPA-20)
    ANBIMA
    Jan, 2016
    - Nov, 2024

Experience

  • Allez Invest
    • Brazil
    • Financial Services
    • 1 - 100 Employee
    • Assessor de Investimentos | XP Investimentos
      • Jan 2020 - Present

  • Banco Bradesco
    • Brazil
    • Banking
    • 700 & Above Employee
    • Gerente de Relacionamento - Segmento Prime Investidor
      • Apr 2017 - Dec 2019

      Responsável pela carteira de clientes investidores do segmento Prime.

    • Gerente Assistente - Segmento Prime
      • Jun 2014 - Mar 2017

    • Auxiliar de Supervisor Administrativo
      • Dec 2012 - May 2014

    • Escriturária
      • Sep 2012 - Nov 2012

Education

  • Insper Instituto de Ensino e Pesquisa
    Instrumentos Financeiros de Renda Fixa
    2021 - 2021
  • Mitchell Community College
    ESL - English as a Second Language
    2018 - 2018
  • UNICURITIBA
    Bacharelado, Relações Internacionais
    2012 - 2016

Community

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