Council Member | Partner@ Elipse Investimentos
Sao Paulo, Sao Paulo, Brazil
Edward Bertelli
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Universidade São Judas Tadeu
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FlashIntel GPTEdward Bertelli is a highly experienced professional with over 30 years of expertise in the money market. He has worked with well-established institutions and has a strong background in corporate finance, derivatives, and financial markets. Edward has a proven track record in strategic financial planning, portfolio management, and business strategy. He is skilled in Spanish, English, and Portuguese, and has a strong background in sales and customer service. Based in Sao Paulo, Brazil, Edward has held various positions in reputable institutions such as Elipse Investimentos, Icone Investimentos, Itau Unibanco, Banco Bradesco, and GE Financial Services.
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About
About 30 years working on the money market with well established institutions of the segment. Interaction with Institutional, Interbanking, Corporate, Middle Market and VIP clients’public. (Private Bank and High Income). Personnel Management and Sales Motivator. Specialties: Sales Person
Work Experience
Council Member | Partner
Financial Services
Edward Bertelli's Professional Milestones
- Sales Desk Superintendente (2001-09-01~2012-05-01): Elevated sales desk operations, resulting in increased efficiency and revenue generation.
- Structured Businesses Manager (1999-01-01~2001-08-01): Driving operational excellence through strategic planning and execution.
Education
Economics,
Bachelors
1982-1985Skill
Banking
Corporate Finance
Derivatives
Financial Markets
Structured Finance
Financial Services
Capital Markets
Trade Finance
Fixed Income
Finance
Investment Banking
Investments
Financial Analysis
Business Strategy
Fx Options
Credit Risk
Portfolio Management
Business Planning
Credit
Trading
Equities
Structured Products
Financial Risk
Negotiation
Strategic Financial Planning
Commercial Banking
Spanish
Economics
Financial Planning
English
Portuguese
Business Analysis
Market Risk
Sales Management
Business Intelligence
Microsoft Excel
Customer Service
Foreign Exchange Options
Fx
Excel
Customer Relations
Certification
Other Named Edward Bertelli
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Edward Bertelli's social media include: Linkedin,
Edward Bertelli works for Elipse Investimentos
Edward Bertelli's role in Elipse Investimentos is Council Member | Partner
Edward Bertelli works in the industry of Financial Services
Edward Bertelli's latest job experience is Council Member | Partner at Elipse Investimentos
Edward Bertelli's latest education in Universidade São Judas Tadeu
