Andrego Oliveira

Andrego Oliveira

Financial Industry Professional

Location
São Paulo, São Paulo, Brazil (São Paulo Area, Brazil)
Industry
Financial Services

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Andrego Oliveira's Overview

Current
  • Pension & Life Insurance Assessor - Multinational Area at Icatu Seguros
Past
Connections

104 connections

Andrego Oliveira's Summary

Experience dealing with financial services/products and investment advisory, promoting new businesses to the company by keeping excellent relationship with clients.
Current position held relates to global employee benefits and multinational pooling within Swiss Life Network.
Previous work experiences embraced sales of financial services such as loans, investment funds, treasury structured products and insurances, in addition to the counselling and guidance provided to assist investors with their investment needs and goals.

Specialties: CPA 20 - Investment Consulting Certification
Financial Advisory and planning

Andrego Oliveira's Experience

Pension & Life Insurance Assessor - Multinational Area

Icatu Seguros

November 2012Present (1 year 11 months)

November 2011September 2012 (11 months) São Paulo Area, Brazil

Relationship Manager

Itaú Unibanco

October 2009March 2011 (1 year 6 months) São Paulo Area, Brazil

Management Assistant

Citi

October 2006November 2008 (2 years 2 months) São Paulo Area, Brazil

Andrego Oliveira's Languages

  • Portuguese

    (Native or bilingual proficiency)
  • English

    (Native or bilingual proficiency)

Andrego Oliveira's Skills & Expertise

  1. Investment Banking
  2. Banking
  3. Negotiation
  4. Financial Analysis
  5. Financial Markets
  6. Portfolio Management
  7. Credit
  8. Investments
  9. Wealth Management
  10. Capital Markets
  11. Equities

Andrego Oliveira's Certifications

  • CPA 20

    • ANBIMA
    • December 2009 to December 2014
  • PQO - Professional Operations - Segment Bovespa

    • BM&FBovespa

Contact Andrego for:

  • career opportunities
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  • new ventures
  • job inquiries
  • expertise requests
  • business deals
  • reference requests
  • getting back in touch

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