Gustavo Faria Lima

Client Advisor @J.P. Morgan Private Bank

Miami, FL, US
MOBILE NUMBERS
+19•••••••46

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WORK HISTORY

Oct 2021 — Present

Client Advisor @J.P. Morgan Private Bank

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Miami, FL, US

Advising clients to help achieve financial goals through personalized investments, retirement, education and trust planning strategies.

EDUCATION

N/A

GIMK

High School Diploma

N/A

COPPEAD UFRJ

Master's degree

N/A

Pontifícia Universidade Católica do Rio de Janeiro

B.Sc., Production and Civil Engineering

2010 — 2012

Duke University - The Fuqua School of Business

Daytime MBA, Investments and Corporate Finance

ABOUT GUSTAVO FARIA LIMA

Over 15 years of experience in Corporate, Private & Investment Banking, in addition to Tech and Finance.Class of 2012 Duke Daytime MBA graduate, with dual-major concentrations, Investments & Corporate Finance. During 2011, Mr. Lima contributed to the Private Equity group of BTG Pactual in Brazil, sharpening Modeling, Valuation and Capital Raising skills. Prior to Business School, he joined IBM, designating roles ranging from Senior Sales Manager to Latin America Hardware Trader. An opportunity to enhance leadership, team work, management and consultative sales abilities.Mr. Lima\'s education also includes a Bachelor of Science from PUC - RJ in Production and Civil Engineering and an Executive MBA from UFRJ (Coppead).Specialties: Client Relationships, Banking, Finance, Risk Management, Private Equity, ESG, Modeling, Valuation, Consultive Sales, Business Development, Project and Product Management.

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