Paola Bufrem Schwab - Cfp®

Paola Bufrem Schwab is a Certified Financial Planner (CFP®) with extensive experience in wealth management and institutional sales. Currently an Associate in Investor Relations at Neo since June 2021, Paola previously served as Head of Institutional Sales at CA Indosuez Wealth Management and held various managerial roles at HSBC Bank Brasil, where responsibilities spanned strategic planning for high-income segments, insurance business development, and national business profitability. Paola's earlier experience includes wealth management management at Porto Seguro Investimentos, and consultancy work for the Student Travel Bureau. Educational credentials include a graduate degree in Civil Engineering from Universidade Federal do Paraná, a postgraduate degree in Finance from FGV, and strategic marketing training from UNICENP and IMD.