Fabio Forne, CFP®
Investment Advisor@ Banco Bradesco
Sao Paulo, Sao Paulo, Brazil
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Fabio Forne, CFP(r), is a highly experienced investment advisor with 14 years of work experience. He has a wide knowledge of sales and trading, as well as asset allocation for high-income individual investors. Fabio has worked at reputable companies such as Banco Bradesco, Safra, Santander, and Banco BVA S/A, where he held various positions in investment advisory, portfolio management, and business analysis. He is based in Sao Paulo, Brazil and has a strong background in the financial services industry.
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Wide knowledge and extensive experience in sales and trading as well as asset allocation for high-income individual investors.

Work Experience

Cidade de Deus, s/n, Osasco, São Paulo, 06029-900, BR

Banking

70647
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Fabio Forne, CFP®'s Professional Milestones

  • Investment Advisor (2019-04-01~): Guided clients towards achieving their investment goals through personalized strategies and innovative investment strategies.
  • Associate - Sênior Equity Sales Trader (2013-11-01~2016-03-01): Achieved high sales targets by implementing effective trading strategies and building strong client relationships.
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Education

Pontifícia Universidade Católica de São Paulo
Pontifícia Universidade Católica de São Paulo

Economics

2009-2013
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