Roberta Ottero, CFP®

Assessora de investimentos at Petrópolis Invest
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Contact Information
us****@****om
(386) 825-5501
Location
Petrópolis, Rio de Janeiro, Brazil, BR
Languages
  • Inglês Full professional proficiency
  • Espanhol Professional working proficiency

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Bio

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Credentials

  • CFP®
    Planejar Associação Brasileira de Planejamento Financeiro
    Jan, 2022
    - Nov, 2024
  • CEA
    ANBIMA
    Aug, 2020
    - Nov, 2024
  • CPA - 10
    ANBIMA
    Dec, 2015
    - Nov, 2024
  • CFP® (Certified Financial Planner)
    PLANEJAR
    Feb, 2022
    - Nov, 2024

Experience

  • Petrópolis Invest
    • Brazil
    • Financial Services
    • 1 - 100 Employee
    • Assessora de investimentos
      • Jan 2021 - Present

    • Daily Banker
      • Jan 2021 - Present

  • Itaú Unibanco
    • Brazil
    • Banking
    • 700 & Above Employee
    • Gerente de Relacionamento Empresas
      • Nov 2020 - Jan 2021

    • Agente comercial II
      • Jul 2016 - Nov 2020

    • Atendente Comercial
      • May 2015 - Jun 2016

    • Caixa
      • Feb 2014 - May 2015

    • Estagiário
      • May 2013 - Feb 2014

  • Cervejaria Bohemia
    • Brazil
    • Restaurants
    • 1 - 100 Employee
    • Promotora bilíngue
      • Feb 2012 - May 2013

Education

  • PUC-RS
    Pós Graduação, Planejamento Financeiro e Finanças Comportamentais
    2020 - 2022
  • Fundação Getulio Vargas
    Master of Business Administration - MBA, Economia e Gestão Empresarial
    2017 - 2019
  • Universidade Católica de Petrópolis
    Bacharelado em Ciências Econômicas, Economia
    2011 - 2014

Community

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