Jaqueline Abreu
About Jaqueline Abreu
Jaqueline Abreu is a Team Leader at C6 Bank, specializing in investment consulting and financial planning. With over a decade of experience in the financial sector, she has held various positions at notable institutions including Bradesco, Itaú Unibanco, and HSBC.
Work at C6 Bank
Jaqueline Abreu has been serving as Team Leader Assessoria de Investimentos at C6 Bank since 2020. In this role, she oversees investment advisory services, focusing on client relationship management and financial planning. Her position at C6 Bank is based in São Paulo, Brazil, where she has contributed to the bank's investment strategies and client engagement initiatives for four years.
Previous Experience in Financial Services
Prior to her current role, Jaqueline Abreu held various positions in the financial sector. She worked at Bradesco as Gerente de investimentos from 2016 to 2017 and as Banker Top Tier from 2017 to 2020. Jaqueline also served at Itaú Unibanco as Consultor de investimentos from 2013 to 2015, and at HSBC as Gerente wealth from 2015 to 2016. Her career began at Citi, where she worked as Gerente de novos negócios and later as Gerente de relacionamento from 2007 to 2013.
Education and Expertise
Jaqueline Abreu studied Economia at Universidade Candido Mendes, earning a Bacharelado from 2008 to 2012. She furthered her education with an MBA in Ações & Stock Picking from Ibmec, completed in 2021. Additionally, she studied Ensino de Inglês como Segundo Idioma at Scott’s College School in 2001. Jaqueline holds the CFP® certification, reflecting her expertise in financial planning and investment consulting.
Skills in Client Relationship Management
Jaqueline Abreu possesses strong skills in client relationship management and sales within the financial sector. Her extensive experience in investment consulting and financial planning has equipped her with the ability to effectively engage clients and provide tailored investment solutions. This expertise has been a significant asset throughout her career in various financial institutions.
Career Overview
With over a decade of experience in the financial market, Jaqueline Abreu specializes in investment consulting, financial planning, and wealth succession. Her career trajectory includes significant roles at major banks in Brazil, where she has developed a comprehensive understanding of the financial landscape and client needs.