Cecilia Santana

Role/Title
Advisor
Photo
Cecilia Santana
Bio

Starting in 2001, Cecilia worked for UBS/BTG Pactual Wealth Management for 9 years where she spend the majority of the time as Daily Banker providing support to team officers and managing onshore and offshore clients and prospects. In 2010 she left BTG Pactual and jointed GPS Portfolio Strategists, a Multi-Family Office in Sao Paulo where she served the first 2 years as a Controller for clients with total assets above BRL 150mm and for the third and last year as a Wealth Management Officer. Cecilia possesses a four-year Bachelor in Business degree from FMU in Sao Paulo, and she also holds a Private Banking Services Certification (CPA20 ANBID) from the Brazilian financial services association.

Phone
+1 646 213 49 80

Location