Professional Summary
Professional Overview
Marina Mattua is a seasoned finance professional with over 8 years of experience in the banking and investment management sectors. She currently serves as an Assistente middle at Carpa Family Office, where she leverages her expertise in relationship management, investment analysis, and client service to drive successful outcomes for the firm's high-net-worth clientele.
Experience Summary
Current Role
As an Assistente middle at Carpa Family Office, Marina is responsible for maintaining strong relationships with the firm's clients, understanding their investment objectives and risk profiles, and providing tailored recommendations and portfolio management services. She collaborates closely with the investment team to analyze market trends, evaluate investment opportunities, and implement effective strategies to meet her clients' financial goals.
Career Progression
Prior to her current role, Marina held various positions at Bradesco, one of Brazil's leading financial institutions. She began as a Gerente assistente, where she honed her skills in client relationship management and developed a deep understanding of the banking industry. She was later promoted to Gerente de relacionamento, where she demonstrated her ability to grow and retain a valuable client base, contributing to the bank's overall success.
In 2020, Marina transitioned to the investment management sector, joining ÉBANO Investimentos as a Sócia. In this role, she leveraged her financial expertise and client-centric approach to deliver exceptional investment advisory services, helping the firm's clients achieve their long-term financial objectives.
Academic Background
Marina holds a Bachelor's degree in Business Administration from the Universidade de São Paulo (USP), one of the most prestigious universities in Brazil. Her academic background has provided her with a strong foundation in finance, accounting, and strategic decision-making, equipping her with the knowledge and skills necessary to excel in the financial services industry.
Areas of Expertise
- Client relationship management
- Investment analysis and portfolio construction
- Financial planning and wealth management
- Banking operations and regulatory compliance
- Team collaboration and leadership
Professional Impact
Throughout her career, Marina has consistently demonstrated a commitment to delivering exceptional client service and driving positive outcomes for the organizations she has been a part of. At Bradesco, she was recognized for her ability to grow and retain a loyal client base, contributing to the bank's overall success. At ÉBANO Investimentos, she played a key role in expanding the firm's client base and enhancing its investment advisory capabilities.
Conclusion
With her breadth of experience, strong technical skills, and client-centric approach, Marina Mattua is well-positioned to continue making a meaningful impact in the financial services industry. As an Assistente middle at Carpa Family Office, she is dedicated to helping her clients achieve their financial goals and further strengthening the firm's reputation as a trusted partner in wealth management.
