Senior Consultant at Wealth Management - Pune, Maharashtra, India
Officer, Private Bank Senior Associate
Contact Jasmyne Peterson
Wealth Management
Contact Michael Missimer
Client Assistant
Contact Melissa Karidis
Contact Anthony Ciffone
Associate
Contact Joanne J
Operations
Contact Corinne Kohavi
Associate Partner at BTG Pactual
Contact Marcelo Ferreira
Our wealth management solutions comprise easy-to-use software that enables different ad visors to see their clients' financial status before tailoring advice to the clients' requirements.