Rafael Quintana
Senior Investment Advisor @Alta Vista Investimentos
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WORK HISTORY
Senior Investment Advisor @Alta Vista Investimentos
Porto Alegre, BR
Managed and recommended profitable investment strategies for a portfolio of 100+ high-net-worth clients.Developed comprehensive financial plans for clients to achieve their short-and -long-term financial goals.Attended to premier clients requests, inquiries, and transactions promptly to maintain outstanding client satisfaction.
EDUCATION
APIMEC/UFRGS
Pós-graduação, Mercado de Capitais
Colégio Farroupilha
Maternal, 1° e 2° Grau
Pontifícia Universidade Católica do Rio Grande do Sul
Graduação, Administração de Empresas
SKILLS
ABOUT RAFAEL QUINTANA
Reliable professional with 18+ years of finance, investment, and banking experience leading cross-functional groups and managing investment portfolios of high-net-worth clients. Ethic and integrity always come first. Focus on client experience and satisfaction first, building of excellent relationship with them by delivering best in class service with total attention to details and deadlines. Great communication, leadership, analytical, organizational, problem-solving, interpersonal, and time management skills. Portuguese and English speaker.
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