Maurício Tavares Vicente, CFA, CAIA

Investment Advisor for Ultra High Net Worth Individuals at Itaú Private Bank
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Contact Information
us****@****om
(386) 825-5501
Location
São Paulo, São Paulo, Brazil, BR
Languages
  • Inglês -

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Credentials

  • Alternative Investment Analyst Charter (CAIA Charter)
    CAIA Association
    Nov, 2022
    - Nov, 2024
  • Chartered Financial Analyst (CFA) Charterholder
    CFA Institute
    Nov, 2017
    - Nov, 2024

Experience

  • Itaú Private Bank
    • Brazil
    • Financial Services
    • 300 - 400 Employee
    • Investment Advisor for Ultra High Net Worth Individuals
      • Jan 2018 - Present

  • Itau BBA
    • Brazil
    • Banking
    • 700 & Above Employee
    • Corporate Banker - Large Corporate
      • Jul 2015 - Dec 2017

    • Corporate Banker - Formation Program
      • Jul 2014 - Jun 2015

    • Credit Analyst
      • Jan 2014 - Jun 2014

    • Trainee
      • Jan 2013 - Dec 2013

      Job Rotations on:- Products- Credit Analysis- Corporate Banking - Fixed Income | Sales

    • Intern
      • Jan 2012 - Dec 2012

  • FEA júnior USP
    • Brazil
    • Business Consulting and Services
    • 1 - 100 Employee
    • Consultant
      • Jan 2010 - Dec 2011

Education

  • School of Economics, Business and Accounting at the University of São Paulo
    Bachelor's Degree, Business Administration and Management, General
    2010 - 2013

Community

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