Car***FP®

Assessor

Education

Federal University of Ceara

Federal University of Ceara (2009 - 2011)

  • Degree: Mba
  • Field of Study: Negocios financeiros

Skills:

Atendimento ao Cliente, Gestão

Work Experience:

Assessor at Monet Assessoria de Investimentos

  • Location: Aracaju
  • Duration: Oct 2024 to Present

Sócia e assessora de investimentos at Monet Assessoria de Investimentos

  • Location: Aracaju, Sergipe, Brazil
  • Duration: Oct 2024 to Present

Socia Fundadora at Norte Invest Agente Autonomo de Investimentos.

  • Location: Aracaju, Sergipe
  • Duration: Jan 2019 to Oct 2024

Gerente Private at Banco do Brasil

  • Duration: Jan 2002 to Dec 2018
AI Resume Analysis

Candidate Intelligence Report

AI-powered analysis from the perspective of a US hiring director — evaluating career continuity, growth trajectory, and role fit.

Career Continuity & Risk Assessment

Employment GapLow

The candidate has continuous employment from 2002 to present with no notable gaps, indicating strong career continuity.

Industry ConsistencyLow

All roles are in financial services and investment advisory, demonstrating strong industry alignment and transferable skills for US markets.

Tenure StabilityMedium

Early career stability at Banco do Brasil (16 years) is clear, while later roles (Norte Invest, Monet) show shorter durations; overall stability is moderate but there is a solid track record in advisory leadership.

Education-Career MatchMedium

Educational detail is limited to institution (Federal University of Ceara) with professional licenses (CFP, CPA-20, Ancord) that align with financial roles; absence of explicit degree information leaves moderate uncertainty about formal degree-to-career alignment.

Career Growth Curve

Gerente Private Entry
Banco do Brasil
Jan 2002 - Dec 2018
Socia Fundadora ↑ Promoted
Norte Invest Agente Autonomo de Investimentos
Jan 2019 - Oct 2024
Assessor Lateral
Monet Assessoria de Investimentos
Oct 2024 - Present
Sócia e assessora de investimentos ↑ Promoted
Monet Assessoria de Investimentos
Oct 2024 - Present
Assessment: Carolina demonstrates a steady ascent within financial services, moving from a long-tenured private banking role to entrepreneurship and senior advisory leadership. The sequence indicates readiness for senior financial leadership roles in cross-border or US-based advisory firms, with attention to licensing and regulatory requirements for US markets.

Best-Fit Roles (Top 5)

1

Senior Financial Planner / Senior Financial Advisor95% fit

CFP credential, extensive client-facing investment experience, and private banking background align with comprehensive financial planning and asset management for high-net-worth clients.

2

Private Wealth Advisor93% fit

Proven track record in private banking and wealth management, plus leadership in advisory firms, makes this role a natural fit for high-net-worth client relationships.

3

Investment Advisor / Financial Advisor (RIA)90% fit

Strong licenses (CFP, CPA-20, Ancord) and hands-on investment guidance experience position her well for independent advisory firms or registered investment advisory roles.

4

Relationship Manager – Private Banking85% fit

Deep client-management skills and long tenure in private banking support a high-touch relationship management role with complex portfolios.

5

Independent Investment Advisor / Principal82% fit

Entrepreneurial background and founder experience are strong assets for leading an independent advisory practice or joining a boutique firm as a principal.

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