Luiz David Azambuja
Senior Financial Advisor and Insurance Agent @Insigneo
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WORK HISTORY
Senior Financial Advisor and Insurance Agent @Insigneo
Miami, TX, US
Luiz David is a CERTIFIED FINANCIAL PLANNER™ practioner and Wealth Manager with Insigneo Securities, LLC. He provides wealth management services to high net worth clients to help them meet their financial goal and objectives.
EDUCATION
University of Pennsylvania - The Wharton School
Insvestment Strategies and Porfolio Managment.
University of Pennsylvania - The Wharton School
Family Governance Latam
IMCA- Advanced Investment Strategist Program in Portfolio Risk Management.
Investments and Securities
Yale School of Management
Certificate in Advance Risk and Investment Management
Yale University - Yale School of Management
Yale CEO LATAM Forum
Ibmec
Master of Business Administration (M.B.A.)
University of Pennsylvania - The Wharton School
Private Wealth Managment in Miami
Universidade Cândido Mendes
Bachelor’s Degree
The Wharton School
Certificate of Professional Development in Finance
SKILLS
ABOUT LUIZ DAVID AZAMBUJA
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