Fernanda Machado
About Fernanda Machado
Fernanda Machado is an Administrative Assistant at Carter & Associates Private Wealth Management, part of IG Wealth Management, with over 15 years of experience in the financial and banking sector. She is bilingual in English and Portuguese and holds multiple degrees, including an MBA in Banking Management and a Bachelor's in Law.
Work at IG Wealth Management
Fernanda Machado has been serving as an Administrative Assistant at Carter & Associates Private Wealth Management, a division of IG Wealth Management, since 2021. Her role involves supporting the financial advisory team in Kitchener, Ontario, Canada. With a focus on client service and administrative efficiency, she contributes to the management of client accounts and the overall operational workflow of the firm.
Previous Experience in Banking
Prior to her current position, Fernanda Machado accumulated extensive experience in the banking sector. She worked at Itaú as a Specialist Manager in Assets, FX, and Derivatives from 2009 to 2019, where she developed expertise in commercial banking. Additionally, she served as a Business Manager in Personal Banking at Santander Brasil from 2002 to 2009, further enhancing her skills in client management and financial services.
Education and Expertise
Fernanda Machado holds a Master of Business Administration (MBA) in Banking Management from Universidade do Vale do Rio dos Sinos, completed in 2013. She also earned an Ontario Diploma in Business from Conestoga College in 2020. Her educational background is complemented by a Bachelor's degree in Law from Unisinos, obtained in 2009. This diverse academic foundation supports her analytical thinking and strong interpersonal skills in the financial industry.
Skills and Competencies
Fernanda Machado possesses over 15 years of experience in the financial and banking market, showcasing strong interpersonal relationship skills and proactiveness. She is bilingual, fluent in both English and Portuguese, which enhances her ability to communicate with a diverse range of clients. Her in-depth knowledge includes foreign exchange (FX), derivatives, financing, accounting, and mathematics, making her a valuable asset in her field.
Leadership and Teamwork
Fernanda demonstrates ethical leadership and has substantial experience in teamwork, driven by achieving challenging results. Her specialization in analytical thinking and persuasion skills allows her to effectively collaborate with both internal and external customers from various backgrounds and segments, contributing to successful outcomes in her professional endeavors.