Rafael Couto is a high-level expert, that works in Ey on the position of Senior Consultant since 2015. This expert gained professional experience in more than 11 positions at different companies. Rafael Couto went to the Unc Kenan - Flagler Business School and received education from 2013 to 2015. This professional has the following qualifications: Certified Financial Planner, Bloomberg Essentials, and Certified Safeâ® 4 Agilist. Charlotte, North Carolina is the city, where this professional was known to be situated. This person's e-mail and phone are accessed through SoftwareOfficial by request.
Name variants:
Raphael Couto
Last updated Jun 11, 2024
Contact Information
Last Update
Jul 6, 2022
Email
co**@yahoo.com.br
Location
Charlotte, NC
Company
Ey
Workplace
Senior Consultant
Work History
Senior Consultant
Financial Services Office - Advisory Wealth Management Practice
Jun 2015 — Oct 2017
Manager With Ey's Wealth and Asset Management Practice
As a manager with EY's Wealth & Asset Management Practice, Rafael leads complex engagements and delivers quality results in challenging environments. Rafael applies a deep knowledge in subje...
from Oct 2017
Mba Candidate
Chapel Hill, NC
Dean’s Fellow – Selective honor reserved for 40 fellowship recipients. Project Leader for a consulting engagement to develop a Financial Literacy Program for a public institution STAR Consul...
Jul 2013 — May 2015
Summer Associate
270 Park Ave, New York, NY 10010
Participated in JP Morgan's associate development program Developed a prospecting process which identified more than 600 potential clients in Brazil Created a Bloomberg Launchpad to analyze ...
Jun 2014 — Aug 2014
Assistant Private Banker
Provided financial, tax and estate advisory for a Private Banker’s portfolio of High Net Worth individuals and families, with AUM of $500M Experience with on shore and off shore investments ...
Sep 2012 — Jul 2013
Citigold - Gerente De Relacionamento
388 Greenwich St, New York, NY 10013
Financial Adviser for a book of over 300 high income clients. Responsible for prospecting new clients and Providing financial planning service. Led a cross referral program with the IB team,...
Dec 2007 — Jun 2010
Gerente De Relacionamento
388 Greenwich St, New York, NY 10013
Gerente de uma carteira de clientes de alta renda
Mar 2007 — Dec 2007
Intern - Consumer Bank
388 Greenwich St, New York, NY 10013
Analyst supporting retail relationship managers
Jan 2006 — Mar 2007
Experiencia Internacional - Trabalho Temporario
222 Eden Rd, Lancaster, PA 17601
International experience working at the Food and Beverage area of the BW Eden Resort in Lancaster, PA.
Dec 2004 — Apr 2005
Experiencia Internacional - Trabalho Temporario
International experience working at the Food and Beverage area of the BW Kings Quarters Hotel in Doswell, VA
Dec 2003 — Mar 2004
Junior Consultant
Developed a Social Responsibility project for a local construction company, part of a team of four junior consultants and one mentor.
Jun 2003 — Dec 2003
Education
Occupations
Executive
Manager
Senior Advisor
Accountant
Finance and Accounting Specialist
Business Analyst
Operations Manager
Advisor
Accounting Bookkeeper
Bookkeeper
Analyst
Analysts
Skills
Financial Analysis
Fixed Income
Strategy
Private Banking
Private Wealth Management
Portfolio Management
Analytical Skills
Investment Management
Financial Modeling
Consulting
Financial Planning
Crm
Financial Advisory
Teamwork
Communication
Corporate Finance
Strategic Planning
Manage Client Relationships
Asset Allocation
Financial Services