Itau Private Bank
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Itau Private Bank Employees
Employee
Years
Job
Industry
Rodrigo Bonfim Rodrigo Bonfim's Itau Private Bank Experience March 2003 - October 2008
Job VP at Goldman Sachs
Industry Investment Management
Experience
Goldman Sachs November 2008 - Present
Itau Private Bank March 2003 - October 2008
Education
Ibmec 2001 — 2004
Economics
Goldman Sachs November 2008 - Present
Itau Private Bank March 2003 - October 2008
Education
Ibmec 2001 — 2004
Economics
Danayphis Fernandez Danayphis Fernandez's Itau Private Bank Experience June 2014 - Present
Job Itau Private Bank
Industry Financial Services
Experience
Itau private bank June 2014 - Present
Education
Carlos Albizu University - Miami Campus
Itau private bank June 2014 - Present
Education
Carlos Albizu University - Miami Campus
Claudio De Moraes Selma, CFP® Claudio De Moraes Selma, CFP®'s Itau Private Bank Experience November 1997 - October 2004
Job Executive Director Local Market Head Brazil
Industry Financial Services
Experience
UBS Brasil Administradora de Valores Mobiliarios Ltda. May 2011 - March 2013
Itau Unibanco Private Bank - UHNW April 2010 - May 2011
Itau Private Bank International Zurich April 2009 - March 2010
UBS Wealth Management Zurich - Key Clients January 2008 - March 2009
UBS Pactual Wealth Management Brasil - Key Clients 2006 - 2007
UBS Wealth Management Brasil 2004 - 2006
Itau Private Bank November 1997 - October 2004
Banco Mercantil de São Paulo June 1995 - October 1997
Citibank Brasil December 1989 - December 1994
Ernst & Young January 1989 - December 1989
Education
2006 — 2006
UBS Key Client Advisor Education, Clients Experience
Ibmec 2000 — 2001
MBA Finanças
1989 — 1994
Economia
1985 — 1988
Comunicação Social
UBS Brasil Administradora de Valores Mobiliarios Ltda. May 2011 - March 2013
Itau Unibanco Private Bank - UHNW April 2010 - May 2011
Itau Private Bank International Zurich April 2009 - March 2010
UBS Wealth Management Zurich - Key Clients January 2008 - March 2009
UBS Pactual Wealth Management Brasil - Key Clients 2006 - 2007
UBS Wealth Management Brasil 2004 - 2006
Itau Private Bank November 1997 - October 2004
Banco Mercantil de São Paulo June 1995 - October 1997
Citibank Brasil December 1989 - December 1994
Ernst & Young January 1989 - December 1989
Education
2006 — 2006
UBS Key Client Advisor Education, Clients Experience
Ibmec 2000 — 2001
MBA Finanças
1989 — 1994
Economia
1985 — 1988
Comunicação Social
Fiorella Espinosa Fiorella Espinosa's Itau Private Bank Experience November 2013 - Present
Job International Relationship Officer at Itau Private Bank
Industry Financial Services
Experience
Itau Private Bank November 2013 - Present
Oppenheimer & Co. September 2011 - November 2013
Regions Financial Corporation 2010 - 2011
Regions Financial Corporation 2008 - 2010
Skills
Loans, Credit, Investments, Retail Banking, Portfolio Management, Banking, Private Banking, Sales, Wealth Management, Series 7, Finance, Fixed Income, Management, Mutual Funds, Team Leadership, Equities
Education
Florida International University 2008 — 2011
Bachelor of Business Administration (BBA), International Business
Itau Private Bank November 2013 - Present
Oppenheimer & Co. September 2011 - November 2013
Regions Financial Corporation 2010 - 2011
Regions Financial Corporation 2008 - 2010
Skills
Loans, Credit, Investments, Retail Banking, Portfolio Management, Banking, Private Banking, Sales, Wealth Management, Series 7, Finance, Fixed Income, Management, Mutual Funds, Team Leadership, Equities
Education
Florida International University 2008 — 2011
Bachelor of Business Administration (BBA), International Business
Darlen Renfrow Darlen Renfrow's Itau Private Bank Experience March 2012 - June 2013
Job Owner of Renfrow & Company,LLC
Industry Accounting
Experience
Renfrow & Company, LLC July 2013 - Present
Itau Private Bank March 2012 - June 2013
Morrison, Brown, Argiz & Farra, LLC September 2007 - March 2012
Luminaire October 2004 - June 2007
Skills
Accounting, Auditing, Financial Reporting, QuickBooks, Internal Controls, GAAP, Financial Accounting, External Audit, General Ledger, Financial Statements, Internal Audit, Bookkeeping, Accounts Payable, Financial Audits
Education
Florida International University 2008 — 2009
Masters, Accounting
Florida International University 2003 — 2007
Bachelor, Accounting
Renfrow & Company, LLC July 2013 - Present
Itau Private Bank March 2012 - June 2013
Morrison, Brown, Argiz & Farra, LLC September 2007 - March 2012
Luminaire October 2004 - June 2007
Skills
Accounting, Auditing, Financial Reporting, QuickBooks, Internal Controls, GAAP, Financial Accounting, External Audit, General Ledger, Financial Statements, Internal Audit, Bookkeeping, Accounts Payable, Financial Audits
Education
Florida International University 2008 — 2009
Masters, Accounting
Florida International University 2003 — 2007
Bachelor, Accounting
Rafael Couto, CFP® Rafael Couto, CFP®'s Itau Private Bank Experience June 2010 - September 2012
Job Senior Consultant at EY
Industry Financial Services
Experience
EY June 2015 - Present
UNC Kenan-Flagler July 2013 - May 2015
J.P. Morgan Private Bank June 2014 - August 2014
Itaú Private Bank September 2012 - July 2013
Itau Private Bank June 2010 - September 2012
Citi December 2007 - June 2010
Citi March 2007 - December 2007
Citi January 2006 - March 2007
Best Western Premier Eden Resort & Suites December 2004 - April 2005
Best Western Kings Quarters Hotel December 2003 - March 2004
Skills
Financial Analysis, Fixed Income, Private Banking, Private Wealth..., Analytical Skills, Investment Management, Financial Planning, CRM, Financial Modeling, Manage Client..., Asset Allocation, Financial Advisory, Teamwork, Communication, Strategy, Financial Services, Consulting, Portfolio Management
Education
UNC Kenan-Flagler Business School 2013 — 2015
Master of Business Administration (MBA), Concentracao em Financas
Fundação Dom Cabral 2012 — 2013
Especialização em gestão com enfase em finanças
IBMEC 2003 — 2008
Economia
ETFG BH 1999 — 2002
Tecnico em Administração
EY June 2015 - Present
UNC Kenan-Flagler July 2013 - May 2015
J.P. Morgan Private Bank June 2014 - August 2014
Itaú Private Bank September 2012 - July 2013
Itau Private Bank June 2010 - September 2012
Citi December 2007 - June 2010
Citi March 2007 - December 2007
Citi January 2006 - March 2007
Best Western Premier Eden Resort & Suites December 2004 - April 2005
Best Western Kings Quarters Hotel December 2003 - March 2004
Skills
Financial Analysis, Fixed Income, Private Banking, Private Wealth..., Analytical Skills, Investment Management, Financial Planning, CRM, Financial Modeling, Manage Client..., Asset Allocation, Financial Advisory, Teamwork, Communication, Strategy, Financial Services, Consulting, Portfolio Management
Education
UNC Kenan-Flagler Business School 2013 — 2015
Master of Business Administration (MBA), Concentracao em Financas
Fundação Dom Cabral 2012 — 2013
Especialização em gestão com enfase em finanças
IBMEC 2003 — 2008
Economia
ETFG BH 1999 — 2002
Tecnico em Administração
Alcides Murillo's Itau Private Bank Experience June 2013 - March 2014
Job Senior Data Analyst at TracFone Wireless
Industry Marketing and Advertising
Experience
TracFone Wireless February 2015 - Present
MCF Media LLC February 2006 - Present
Baptist Health South Florida April 2014 - September 2014
ITAU Private Bank June 2013 - March 2014
Bianc Soft July 2006 - February 2013
Skills
Web Marketing, Online Advertising, SEO, Website Development, Online Marketing, PPC, Online Lead Generation, SEM, Lead Generation, Blogging, Email Marketing, Social Media Marketing, Affiliate Marketing, E-commerce, Mobile Marketing, Social Networking, Digital Marketing, Content Strategy, Digital Strategy, Direct Marketing, Google Adwords, Google Analytics, Keyword Research, Landing Page..., Link Building, Web Analytics, Strategic Partnerships
Education
Barnard College
City University of New York-Baruch College - Zicklin School of Business
MBA, International Busines
TracFone Wireless February 2015 - Present
MCF Media LLC February 2006 - Present
Baptist Health South Florida April 2014 - September 2014
ITAU Private Bank June 2013 - March 2014
Bianc Soft July 2006 - February 2013
Skills
Web Marketing, Online Advertising, SEO, Website Development, Online Marketing, PPC, Online Lead Generation, SEM, Lead Generation, Blogging, Email Marketing, Social Media Marketing, Affiliate Marketing, E-commerce, Mobile Marketing, Social Networking, Digital Marketing, Content Strategy, Digital Strategy, Direct Marketing, Google Adwords, Google Analytics, Keyword Research, Landing Page..., Link Building, Web Analytics, Strategic Partnerships
Education
Barnard College
City University of New York-Baruch College - Zicklin School of Business
MBA, International Busines
Hector Santiago Hector Santiago's Itau Private Bank Experience August 2008 - August 2013
Job Business Manager Financial Services
Industry Financial Services
Experience
Societe Generale / Newedge (Broker Dealer and Futures Commissions Merchant) June 2015 - Present
Lotus Capital (Company looking to acquire a Broker Dealer) June 2014 - April 2015
Itau Private Bank August 2008 - August 2013
Banco Santander Private Bank December 2006 - June 2007
Julius Baer Private Bank June 1998 - June 2006
Skills
Financial Services, Equities, Fixed Income, Management, Financial Markets, Capital Markets, Private Banking, Securities, Derivatives, Portfolio Management, Bloomberg, Investments, Trading, Mutual Funds, Series 7, Alternative Investments, Project Management, Wealth Management, Middle Office, Broker-Dealer Operations, ETFs, Operations Management, KYC, Order Management, Trading Systems, Front to Back Office, Account Reconciliation, Bank Reconciliation, Cross-functional Team..., Gap Analysis, Project Charter, Agile & Waterfall..., Business Process..., AMLS, Regulatory Compliance, Expense Management, Budgeting, Vendor Management, Business Management, Global Custody, Customer Service, Strategic Planning, Cost Reduction, Talent Acquisition, Professional Mentoring, Employee Management, Investment Operations, Investment Management, Securities Clearing
Education
University of Miami - School of Business 1996 — 1998
Bachelor of Business Administration (BBA), Business Administration and Management, General
University of Miami - School of Business 1996 — 1997
Bachelors Business Administration, Business Administration and Management, General
Societe Generale / Newedge (Broker Dealer and Futures Commissions Merchant) June 2015 - Present
Lotus Capital (Company looking to acquire a Broker Dealer) June 2014 - April 2015
Itau Private Bank August 2008 - August 2013
Banco Santander Private Bank December 2006 - June 2007
Julius Baer Private Bank June 1998 - June 2006
Skills
Financial Services, Equities, Fixed Income, Management, Financial Markets, Capital Markets, Private Banking, Securities, Derivatives, Portfolio Management, Bloomberg, Investments, Trading, Mutual Funds, Series 7, Alternative Investments, Project Management, Wealth Management, Middle Office, Broker-Dealer Operations, ETFs, Operations Management, KYC, Order Management, Trading Systems, Front to Back Office, Account Reconciliation, Bank Reconciliation, Cross-functional Team..., Gap Analysis, Project Charter, Agile & Waterfall..., Business Process..., AMLS, Regulatory Compliance, Expense Management, Budgeting, Vendor Management, Business Management, Global Custody, Customer Service, Strategic Planning, Cost Reduction, Talent Acquisition, Professional Mentoring, Employee Management, Investment Operations, Investment Management, Securities Clearing
Education
University of Miami - School of Business 1996 — 1998
Bachelor of Business Administration (BBA), Business Administration and Management, General
University of Miami - School of Business 1996 — 1997
Bachelors Business Administration, Business Administration and Management, General
Cheryl Hinkson Cheryl Hinkson's Itau Private Bank Experience October 2010 - August 2011
Job Corporate Actions Analyst
Industry Financial Services
Experience
Itau Private Bank October 2010 - August 2011
Itau Private Bank November 2008 - October 2010
BNP Paribas June 2007 - October 2008
Vanguard March 2006 - February 2007
PNC 2004 - 2006
PNC 2000 - 2004
PNC 1999 - 2000
PNC 1998 - 1999
Skills
MS Excel, MS Outlook, Lotus Notes, Olympic, Frontier, Bolivar, DTC, Wilco Gloss, Wilco Jam
Education
Penn State University
Business Administration with an Accounting Focus
Overbrook High School 1991 — 1994
Diploma, General Studies
Itau Private Bank October 2010 - August 2011
Itau Private Bank November 2008 - October 2010
BNP Paribas June 2007 - October 2008
Vanguard March 2006 - February 2007
PNC 2004 - 2006
PNC 2000 - 2004
PNC 1999 - 2000
PNC 1998 - 1999
Skills
MS Excel, MS Outlook, Lotus Notes, Olympic, Frontier, Bolivar, DTC, Wilco Gloss, Wilco Jam
Education
Penn State University
Business Administration with an Accounting Focus
Overbrook High School 1991 — 1994
Diploma, General Studies
Rogerio Souza's Itau Private Bank Experience June 2007 - Present
Job CFO / International Strategic Planning at Itau Private Bank
Industry Banking
Experience
Itau Private Bank June 2007 - Present
BankBoston 1996 - 2007
Banco Itamarati 1996 - 1996
Skills
Banking, Risk Management, Corporate Finance, Portfolio Management, Capital Markets, Financial Markets, Finance, Financial Analysis, Investments, Investment Banking, Financial Risk
Education
Northwestern University - Kellogg School of Management 2015 — 2015
Ibmec 1996 — 1998
Itau Private Bank June 2007 - Present
BankBoston 1996 - 2007
Banco Itamarati 1996 - 1996
Skills
Banking, Risk Management, Corporate Finance, Portfolio Management, Capital Markets, Financial Markets, Finance, Financial Analysis, Investments, Investment Banking, Financial Risk
Education
Northwestern University - Kellogg School of Management 2015 — 2015
Ibmec 1996 — 1998
Jorge Carstensen's Itau Private Bank Experience October 2011 - July 2013
Job Private Banking Relationship Manager
Industry Financial Services
Experience
Scotiabank March 2015 - Present
Bancredito Financial Services August 2013 - April 2015
Helvetica 1890 August 2013 - April 2015
Itau Private Bank October 2011 - July 2013
RBC January 2010 - October 2011
RBC International Wealth Management December 2008 - March 2010
RBC Centura January 2004 - November 2008
RBC Royal Bank July 2002 - January 2004
PPG Industries 2001 - 2002
Skills
Mutual Funds, Wealth Management, Portfolio Management, Family Office, Wealth Management..., Finance, Structured Products, Series 7, Investments, Credit, Banking, Credit Risk, Credit Analysis, Estate Planning, Investment Advisory, Private Banking, Commercial Banking, Strategic Financial..., Asset Management, Investment Banking, Financial Markets, Financial Analysis, High Net Worth..., Loans, Commercial Lending, Private Equity, Financial Risk, Capital Markets, Investment Strategies, Corporate Finance, Fixed Income, Bonds, Relationship Management, Financial Services, Consumer Lending, Treasury Management, Retail Banking, Financial Advisory, Securities, Cash Management, Risk Management, FX Options, Asset Allocation, Small Business Lending, Financial Modeling, Wealth, Derivatives, Retirement Planning, Equities, Hedge Funds
Education
University of Pennsylvania - The Wharton School 2014 — 2014
Certificate in Private Wealth Management, Family Office and Family Business School
University of South Florida 2004 — 2005
Certified Financial Planning Course
McGill University 2002 — 2003
Advanced Management
Texas A&M University-Kingsville 1996 — 2000
Bachelors
Instituto Tecnológico y de Estudios Superiores de Monterrey 1992 — 1994
Instituto Cultural Tampico 1986 — 1992
Lycee Le Caousou Toulouse 1989 — 1990
Lycee
Scotiabank March 2015 - Present
Bancredito Financial Services August 2013 - April 2015
Helvetica 1890 August 2013 - April 2015
Itau Private Bank October 2011 - July 2013
RBC January 2010 - October 2011
RBC International Wealth Management December 2008 - March 2010
RBC Centura January 2004 - November 2008
RBC Royal Bank July 2002 - January 2004
PPG Industries 2001 - 2002
Skills
Mutual Funds, Wealth Management, Portfolio Management, Family Office, Wealth Management..., Finance, Structured Products, Series 7, Investments, Credit, Banking, Credit Risk, Credit Analysis, Estate Planning, Investment Advisory, Private Banking, Commercial Banking, Strategic Financial..., Asset Management, Investment Banking, Financial Markets, Financial Analysis, High Net Worth..., Loans, Commercial Lending, Private Equity, Financial Risk, Capital Markets, Investment Strategies, Corporate Finance, Fixed Income, Bonds, Relationship Management, Financial Services, Consumer Lending, Treasury Management, Retail Banking, Financial Advisory, Securities, Cash Management, Risk Management, FX Options, Asset Allocation, Small Business Lending, Financial Modeling, Wealth, Derivatives, Retirement Planning, Equities, Hedge Funds
Education
University of Pennsylvania - The Wharton School 2014 — 2014
Certificate in Private Wealth Management, Family Office and Family Business School
University of South Florida 2004 — 2005
Certified Financial Planning Course
McGill University 2002 — 2003
Advanced Management
Texas A&M University-Kingsville 1996 — 2000
Bachelors
Instituto Tecnológico y de Estudios Superiores de Monterrey 1992 — 1994
Instituto Cultural Tampico 1986 — 1992
Lycee Le Caousou Toulouse 1989 — 1990
Lycee
Sandra Viviana Burton Otterburg, AML/CA's Itau Private Bank Experience May 2012 - August 2014
Job Guggenheim Partners Latam
Industry Banking
Experience
Guggenheim Partners Latin America, Inc August 2014 - Present
Itau Private Bank May 2012 - August 2014
Banco Santander June 2007 - May 2010
Bank Boston International April 2004 - June 2007
Burger King Corporation January 2001 - 2003
Skills
English, Spanish, Portuguese, Business Strategy, Risk Management, Latin America, AML, Management, Microsoft Excel, Strategic Planning, International Business, Team Leadership, Banking, USA PATRIOT Act, Private Banking, KYC, OFAC, Bank Secrecy Act, Financial Regulation, Financial Risk, Operational Risk, Anti Money Laundering
Education
Florida International University
Bachelor of Science
Southern Connecticut State University
Guggenheim Partners Latin America, Inc August 2014 - Present
Itau Private Bank May 2012 - August 2014
Banco Santander June 2007 - May 2010
Bank Boston International April 2004 - June 2007
Burger King Corporation January 2001 - 2003
Skills
English, Spanish, Portuguese, Business Strategy, Risk Management, Latin America, AML, Management, Microsoft Excel, Strategic Planning, International Business, Team Leadership, Banking, USA PATRIOT Act, Private Banking, KYC, OFAC, Bank Secrecy Act, Financial Regulation, Financial Risk, Operational Risk, Anti Money Laundering
Education
Florida International University
Bachelor of Science
Southern Connecticut State University
Alberto Idiaquez's Itau Private Bank Experience
Job Senior Custody Administrator at Itau Private Bank
Industry Banking
Experience
Itau Private Bank
Skills
Bank Reconciliation, Corporate Actions, Back Office, Securities, Settlement, Fixed Income, Derivatives, Banking, Financial Markets, Private Banking, Equities, Hedge Funds, Capital Markets, Mutual Funds, Bloomberg, Investments, Portfolio Management
Education
Florida International University - College of Business Administration 1998 — 2001
Bachelor of Arts (B.A.), Finance/International Business
Florida International University 1998 — 2000
Bachelor of Business Administration (BBA), Finance/International Business
Itau Private Bank
Skills
Bank Reconciliation, Corporate Actions, Back Office, Securities, Settlement, Fixed Income, Derivatives, Banking, Financial Markets, Private Banking, Equities, Hedge Funds, Capital Markets, Mutual Funds, Bloomberg, Investments, Portfolio Management
Education
Florida International University - College of Business Administration 1998 — 2001
Bachelor of Arts (B.A.), Finance/International Business
Florida International University 1998 — 2000
Bachelor of Business Administration (BBA), Finance/International Business