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Rodrigo Guimarãis

Rodrigo Guimarãis

Certified

Private Banker

Caixa Econômica Federal | Brazil

Technologies

My Portfolio Highlights

My New Workbook

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My New Course

Introduction to Python

My New Workbook

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

My Work

Take a look at my latest work.

DataLab

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course

Introduction to R

course

Introduction to Python

DataLab

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My Certifications

These are the industry credentials that I’ve earned.

SQL Associate

SQL Associate

DataCamp Course Completion

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

Courses

Introduction to Python
Introduction to SQL
Introduction to R
Intermediate Python

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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