Paulo Roessle
Partner at XP Inc | Private Wealth Management. Commercial and Channel Distributions (B2B & B2C) strategy.
- Role
- Partner Commercial Head of Private Wealth Us at XP Inc.
- Location
- Miami, FL, US
- LinkedIn followers
- 500 followers
About Paulo Roessle
At XP Inc, my role as Partner and Commercial Head of Private US has been marked by a dedication to expanding our client base for offshore investments. With a focus on strategic business development, we\'ve tailored our services to extract more value from existing clients while ensuring a high net promoter score aligns with our targets. Our team has successfully implemented innovative commercial strategies that resonate across both B2C and B2B channels. This includes orchestrating roadshows, educational training, and in-loco events that not only showcase our capabilities but also solidify XP Inc. as a frontrunner in the investment landscape. With a keen analytical acumen and cultural awareness, we continually adapt to the dynamic financial market to maintain and grow our international presence.
Experience
Partner Commercial Head of Private Wealth Us
Jan 2024 — Present · Miami, FL, US
Education
Tyler Junior College
Associate's degree, General Studies
2009 — 2011
Oklahoma Christian University
Bachelor of Business Administration (B.B.A.), Finance
2011 — 2013
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