Luiz Guillherme Kiendl
Economist
Goiânia, Goias
Summary
A confident result-driven and career-oriented type of person with a thrill for excellency. I have big aspirations that also led me to a passion for challenges.
Overview
5
5
years of professional experience
7
7
years of post-secondary education
Work History
PARTNER FINANCIAL ADVISOR
Blue3 Investimentos
3 2023 - Current
- Provided clients with specialist advice on how to manage their assets
- Developed Financial Planning solutions for people, businesses and agribusiness.
- Collaborated with colleagues and support staff to maximize team efficiency.
- Managed day-to-day administrative tasks such as preparing reports, updating client records, scheduling appointments, and coordinating events for the advisory team.
- Optimized investment portfolios based on clients'' risk tolerance levels, maximizing potential returns while minimizing exposure to unnecessary risks.
TRAINEE FINANCIAL ADVISOR
Blue3 Investimentos
01.2022 - 03.2023
- Investment Management and high net worth client support.
- Best Trainee Financial Advisor 2022
ASSISTANT FINANCIAL ADVISOR
Blue3 Investimentos
04.2020 - 12.2021
- Trained Junior Financial Advisors and supported other Assistants
- Assisted Senior Financial Advisors in high net worth client relations.
INTERNSHIP IN XP INVESTMENTS OFFICE
Blue3 Investimentos
08.2019 - 04.2020
- Investment management and client support.
- Shadowed senior team members to learn all related jobs and tasks.
Education
BACHELOR IN SCIENCE OF ECONOMICS -
Pontificia Universidade Católica de Goiás
01.2020 - 05.2023
TECHNICAL QUALIFICATION EXAM FOR INVESTMENT AGENTS AND WORKERS OF FINANCIAL SECTOR - undefined
ANCORD Brasil
07.2019 - undefined
PROFESSIONAL CERTIFICATE IN BUSINESS MANAGEMENT AND ENGLISH LANGUAGE COURSE - undefined
Stafford House San Francisco
01.2019 - 05.2019
BACHELOR IN PRODUCTION ENGINEERING UNFINISHED - undefined
Universidade Federal de Goiás
01.2016 - 05.2019
Skills
Problem Solving
Creativity
Project Management
Leadership
Strategic Planning
Customer Relationship Building
Social Projects
- SCOUT HOOVER, Grupo Escoteiro Polivalente - 3º GO, 01/01/2005, 01/03/2019, Managed people into humanitarian aid projects, social work and camping trips.
- BRAZILIAN REPRESENTANT SPOKESMAN, 3rd Gathering for Peace International Conference - Saudi Arabia, 02/01/2019, Promoted Cultural Exchange and being a spokesman for world peace.
Languages
Portuguese
Bilingual or Proficient (C2)
English
Advanced (C1)
Timeline
TRAINEE FINANCIAL ADVISOR
Blue3 Investimentos
01.2022 - 03.2023
ASSISTANT FINANCIAL ADVISOR
Blue3 Investimentos
04.2020 - 12.2021
BACHELOR IN SCIENCE OF ECONOMICS -
Pontificia Universidade Católica de Goiás
01.2020 - 05.2023
INTERNSHIP IN XP INVESTMENTS OFFICE
Blue3 Investimentos
08.2019 - 04.2020
TECHNICAL QUALIFICATION EXAM FOR INVESTMENT AGENTS AND WORKERS OF FINANCIAL SECTOR - undefined
ANCORD Brasil
07.2019 - undefined
PROFESSIONAL CERTIFICATE IN BUSINESS MANAGEMENT AND ENGLISH LANGUAGE COURSE - undefined
Stafford House San Francisco
01.2019 - 05.2019
BACHELOR IN PRODUCTION ENGINEERING UNFINISHED - undefined
Universidade Federal de Goiás
01.2016 - 05.2019
PARTNER FINANCIAL ADVISOR
Blue3 Investimentos
3 2023 - Current
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