Paulo Soares, CMSA®

Paulo Soares has a diverse range of work experience, starting with their current role as a Relationship Manager at ISGAM - Asset Management since 2022. Prior to that, they co-founded and served as the Head of Product at Easly, a high-tech platform for on-demand home cleaning services. Paulo also worked as a Wealth Manager at Banco de Investimento Global from 2011 to 2022, where they provided investment services and developed financial plans for high-net-worth individuals. Before that, they held the position of Relationship Manager at Millennium bcp from 2006 to 2011, where they addressed financial market information and prepared investment proposals. In their early career, Paulo worked as a Business Analyst trainee at Euro Info Centre, where they assisted SMEs with various schemes and provided market research and advisory services.

Paulo Soares, CMSA®, completed their Executive Master degree in Corporate Finance at INDEG-ISCTE Executive Education from 2007 to 2008. Prior to that, they pursued their Graduate degree in International Relations at ISCSP-ULisboa / Instituto Superior de Ciências Sociais e Políticas - Universidade de Lisboa from 2000 to 2005. Additionally, Paulo has obtained several certifications, including the Capital Markets & Securities Analyst (CMSA)® from the Corporate Finance Institute (CFI) in April 2021, the Python - Getting Started certification from the University of Michigan in June 2020, and The Fundamentals of Digital Marketing certification from Google Digital Garage in May 2020.