Suggestions
Pedro Pessoa, CFP
Managing Partner at Pequod Investimentos / AAI selo Private XP/ #TOP 10 XP
Pedro Pessoa, CFP, is the Managing Partner at Pequod Investimentos.1 As a Certified Financial Planner (CFP), he brings expertise in financial planning and investment management to his role. At Pequod Investimentos, Pedro is responsible for client acquisition and relationship management in the private banking sector.1 Additionally, he plays a key role in originating deals in the areas of credit and investment banking.1
Pedro's professional background includes experience in the financial services industry, with a focus on private wealth management and investment strategies. His CFP designation indicates that he has met rigorous educational, examination, and ethical requirements set by the Certified Financial Planner Board of Standards.
Recently, Pedro Pessoa announced that he is starting a new position as Products & Services Global Director, which suggests he may be taking on additional responsibilities or transitioning to a new role.2 This move indicates his career progression and expanding expertise in the financial services sector.
It's worth noting that Pedro is active on LinkedIn, sharing insights and engaging with his network on various topics related to finance and investment. His LinkedIn profile (username: pedro-pessoa-cfp-a439ab56) likely provides more detailed information about his professional experience, education, and achievements in the financial industry.