Rafael Paschoal
Wealth Management Director of Operations, Investment Research Analyst
- Role
- Director of Operations, Investment Research Analyst at Hanke & Apolonio Wealth Advisors
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Rafael Paschoal
With over ten years of experience in finance and investment, spanning banking, investment…
Experience
Director of Operations, Investment Research Analyst
Hanke & Apolonio Wealth Advisors
Aug 2025 — Present · San Francisco, CA, US
Education
University of California, Berkeley
Corporate Finance and Financial Analytics
2011 — 2012
UC Berkeley Extension
Certificate Program in Personal Financial Planning, Financial Planning and Services
Hult International Business School
Master of Business Administration (M.B.A.), Finance & Social Business
2014 — 2015
FAAP - Fundação Armando Alvares Penteado
Bachelor's degree, Business Administration and Management, General
2004 — 2008
Berkeley City College
Certificate of Proficiency—Accounting, General Business, Financial Accounting
2016 — 2017
FGV - Fundação Getulio Vargas
Post Graduation, Master in Financial Economics
2009 — 2010
Berkeley City College
Certificate of Proficiency—Computer Science, Computer Programing
2014 — 2014
Skills
- Banking
- Business Strategy
- Capital Markets
- Entrepreneurship
- Business Planning
- Strategic Planning
- Financial Analysis
- Strategy
- Investments
- Small Business Development
- Real Estate Legal Aspects
- Management
- Valuation
- Real Estate
- Corporate Finance
- Social Entrepreneurship
- Microsoft Office
- Finance
- Financial Markets
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