Tobias Ribeiro Camargo, CFP®

Team Leader Consultoria de Investimentos at GuiaInvest
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Contact Information
us****@****om
(386) 825-5501
Location
Cachoeira do Sul, Rio Grande do Sul, Brazil, BR
Languages
  • Inglês Elementary proficiency

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Credentials

  • PAAP
    Eu me Banco!
    May, 2021
    - Nov, 2024
  • CFP® - Certified Financial Planner
    Planejar - Associação Brasileira de Planejadores Financeiros
    Feb, 2021
    - Nov, 2024
  • Certificação CEA
    ANBIMA
    Sep, 2019
    - Nov, 2024
  • Agente Autônomo de Investimentos - AAI
    ANCORD
    Oct, 2020
    - Nov, 2024
  • Certificação CPA-10
    ANBIMA
  • Certificação CPA-20
    ANBIMA

Experience

  • GuiaInvest
    • Brazil
    • Financial Services
    • 1 - 100 Employee
    • Team Leader Consultoria de Investimentos
      • Jun 2023 - Present

    • Consultor de Investimentos
      • Dec 2021 - Present

  • Argentum Investimentos
    • Brazil
    • Financial Services
    • 1 - 100 Employee
    • Assessor de Investimentos
      • Aug 2021 - Nov 2021

  • Unicred Ponto Capital
    • Brazil
    • Financial Services
    • 1 - 100 Employee
    • Especialista em investimentos
      • Jun 2021 - Aug 2021

    • Analista de investimentos
      • Dec 2020 - Jun 2021

    • Assistente de negócios
      • Oct 2019 - Dec 2020

  • Sicredi
    • Brazil
    • Financial Services
    • 700 & Above Employee
    • Assistente administrativo
      • May 2015 - Mar 2019

  • Banco do Brasil
    • Banking
    • 700 & Above Employee
    • Estagiário
      • Aug 2013 - May 2015

Education

  • PUCRS - Pontifícia Universidade Católica do Rio Grande do Sul
    Pós-graduação, Finanças, Investimentos e Banking
    2019 - 2021
  • UNIBTA - Centro Universitário
    Master of Business Administration - MBA, Planejamento Financeiro e Certificações
    2019 - 2020
  • Universidade Luterana do Brasil
    Bacharelado em Administração, Administração de Empresas
    2012 - 2016

Community

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