Bruna Zanardi
Private Wealth Manager
- Role
- Private Wealth Manager Xp International at XP Inc.
- Location
- Miami, FL, US
- LinkedIn followers
- 500 followers
Experience
Private Wealth Manager Xp International
Jan 2024 — Present
As a Private Wealth Manager at XP Brokerage, my role involves providing tailored financial strategies and comprehensive wealth management services to high-net-worth individuals and families. I am dedicated to understanding each client’s unique financial goals and risk tolerance, allowing me to create customized investment solutions that align with their aspirations. With a strong focus on building long-term relationships.
Education
Universidade Presbiteriana Mackenzie
Bacharelado em Administração, Administração de Empresas
2007 — 2010
Insper Instituto de Ensino e Pesquisa
Certificate in Financial Management
2012 — 2013
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