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Rodrigo Guimarãis

Rodrigo Guimarãis

Private Banker

Caixa Econômica Federal | Brazil

Technologies

My Portfolio Highlights

My New Workspace

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My New Project

Investigating Netflix Movies and Guest Stars in The Office

My New Course

Introduction to Python

Champion of data ethics, navigating the fine line between insights and privacy.

My Work

Take a look at my latest work.

workspace

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course

Introduction to R

course

Introduction to Python

DataCamp Course Completion

Take a look at all the courses I’ve completed on DataCamp.

My Work Experience

Where I've interned and worked during my career.

Caixa Econômica Federal | Aug 2018 - Present

Private Banking

• Investment portfolio management of Private Banking clients, including selection, ongoing monitoring and rebalancing to strategic asset allocation; • Help crafting financing solutions, analyzing efficiency, structure and type of loan;
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Caixa Econômica Federal | Mar 2015 - Present

Business Accounts

• Comercial Relationship Management of business accounts; • Credit, investment and banking services revenue reporting to bank executives;

Caixa Econômica Federal | Jan 2014 - Jan 2015

Credit / investment

• Financial Statements, tax documents and government certificates (Brazil) analisys; • Credit analisys and covenant structuring for business and personal accounts; • Investment portfolio building and management for business and personal accounts;

Caixa Econômica Federal | Nov 2012 - Jan 2014

Bank Officer

• Client´s reception; • Client´s data input and analysis; • Banking services offering;

Banco Mercantil do Brasil | Jan 2010 - Jan 2012

Teller

• Banking services offering; • ATMs supply;

Banco Mercantil do Brasil | Mar 2009 - Nov 2010

Intern

• Back office support; • Comercial contracts preparation; • Comercial relationship training with account managers;

My Education

Take a look at my formal education

Master's degree, Economics and Finance - Data Science Applied to EconomicsFundação Getulio Vargas | 2024
Master of Business Administration - MBA, FinanceIbmec | 2018
postgraduate program, International RelationsDamásio Educacional | 2018
Bachelor's degree, EconomicsUniversidade Federal Rural do Rio de Janeiro | 2015

About Me

Rodrigo Guimarãis

Brazilian, Economist, Financial Planner

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