Claudio Gelatti CFP® CNPI-T PQO CEA AAI possesses extensive experience in the financial services sector, currently serving as an Especialista em Investimentos at Santander Asset Management since January 2023, and actively involved with ANBIMA Certificação e Educação. Claudio contributes as a broker at BM&FBOVESPA and as an investment advisor at B3, focusing on client prospecting and maintenance. With a strong background at ANCORD, Guide Investimentos, and Bradesco, Claudio has effectively enhanced business profitability and client relationships, particularly in high-income segments. Educational credentials include an MBA in Business Management from FGV - Fundação Getulio Vargas and various degrees in Finance and Business Administration from FAE Centro Universitário.
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