Ellen G.
Portfolio Manager - Investments Specialist @Bradesco
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WORK HISTORY
Portfolio Manager - Investments Specialist @Bradesco
EDUCATION
Estácio
Postgraduate Degree
FGV - Fundação Getulio Vargas
Diploma
ESPM
Certificate Program
Mackenzie School
High school
ABOUT ELLEN G.
With a background in banking and investments, I help clients navigate financial decisions with a strategic and personalized approach. Currently an Investment Specialist at Bradesco Bank, I apply my CEA and CPA-20 certifications to design tailored solutions for high-net-worth investors. Previously, as an Account Manager at Safra Bank I worked closely on portfolio analysis, wealth management, and investment planning, ensuring alignment with diverse financial goals. My experience spans beyond banking, having built expertise in client relations, financial planning, and high-value negotiations across different sectors.
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