Suzanne Kikuchi, CFP®
Wealth Management at G5 Partners- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Brazil, BR
Languages
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Inglês -
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Credentials
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Certified Financial Planner
Planejar Associação Brasileira de Planejamento FinanceiroOct, 2018- Nov, 2024
Experience
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G5 Partners
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Brazil
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Financial Services
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1 - 100 Employee
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Wealth Management
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Mar 2022 - Present
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Julius Baer
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Switzerland
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Banking
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700 & Above Employee
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Wealth Management
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Feb 2014 - Mar 2022
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Banco Modal
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Brazil
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Banking
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700 & Above Employee
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Sales | Distribution
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Sep 2012 - Feb 2014
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Banco BBM
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Brazil
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Banking
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1 - 100 Employee
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Sales | Distribution
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Jun 2009 - Sep 2012
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Internship | Private Bank & Distribution
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Jun 2007 - May 2009
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Education
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Fundação Getulio Vargas / FGV
Master of Business Administration - MBA -
FACULDADE FIPECAFI - Fundação Instituto de Pesquisas Contábeis, Atuariais e Financeiras
Specialization -
Pontifícia Universidade Católica de São Paulo / PUC-SP
Bachelor's degree
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