Raphael Freitas
About Raphael Freitas
Raphael Freitas is a Wealth Strategy Associate at UBS in Miami, where he has worked since 2016. He has a diverse background in finance and real estate, with previous roles at Bank of America and Merrill Edge, and holds multiple degrees including an M.B.A. and an M.S. in Finance.
Work at UBS
Raphael Freitas has been employed at UBS since 2016, serving as a Wealth Strategy Associate. Over the course of eight years in this role, he has developed expertise in wealth management strategies, focusing on client needs and financial planning. His position in the Miami office allows him to engage with a diverse clientele, providing tailored financial solutions.
Previous Experience in Banking
Prior to his role at UBS, Raphael worked at Bank of America as a Personal Banker from 2014 to 2015 in the Greater Boston Area. He also held the position of Preferred Transition Specialist at Merrill Edge from 2015 to 2016 in Lincoln, Rhode Island. These roles contributed to his understanding of banking operations and client relationship management.
Education and Expertise
Raphael Freitas has a diverse educational background. He earned a Master of Business Administration (M.B.A.) in Business Administration and Management from FGV - Fundação Getulio Vargas in 2009. He also completed a Master of Science (M.S.) in Finance at Northeastern University in 2015. Additionally, he studied Facilities Management at Boston University, achieving certification in 2014. His foundational education includes a Bachelor of Science in Civil Engineering from Universidade Presbiteriana Mackenzie, completed in 2005.
Experience in Real Estate Development
Raphael has significant experience in real estate development, having worked as a Sales and Marketing Manager at Odebrecht Real Estate from 2009 to 2011 in the Rio de Janeiro Area, Brazil. He also held a similar position at Calçada from 2008 to 2009. These roles involved overseeing marketing strategies and sales operations within the real estate sector.