Guilherme Kolberg, CFA, CFP®

Guilherme Kolberg, CFA, CFP® is a finance professional currently serving as a Partner (Sócio) and Head of Customer Experience (CX) & Service (Atendimento) at XP Inc., a prominent Brazilian financial services company.13

Professional Background

Kolberg has a diverse background in financial products and services. He holds the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations, indicating his expertise in financial analysis and planning.1

Career at XP Inc.

Throughout his career at XP Inc., Kolberg has held various leadership positions:

• Current Role: Partner and Head of CX & Service35
• Previous Positions:
  • Head of Strategic Business Management for B2B4
  • Leader of the Customer Service & CX team for over 3 years6

Responsibilities and Achievements

As part of his role at XP Inc., Kolberg is involved in several key areas:

1. Customer Experience: He leads initiatives to improve and enhance the customer experience at XP Investimentos.7
2. B2B Relations: Kolberg has been involved in organizing B2B experience events for XP Investimentos, including an event in Montevideo that attracted over 600 managers.2
3. Recruitment: He actively participates in hiring processes for the company, seeking professionals who are driven to achieve results.4
4. Event Management: Kolberg organizes and participates in various company events, such as the Unique operations meeting at the XP Investimentos space.5

Guilherme Kolberg's LinkedIn profile showcases his extensive experience in the financial sector and his leadership role at XP Inc., where he focuses on improving customer experience and driving business growth.