Paulo Codas
@paulocodas
I build digital investment products and client-centered wealth management solutions.
BrazilWhat I'm looking for
I've led investment and digital wealth-management products at Neon and Gorila Invest, taking offerings from customer discovery through roadmap definition, MVP delivery, and performance measurement.
At Gorila Invest, I owned end-to-end product development for scalable wealth-management solutions and supported Agile transformation across 10 Scrum and Kanban squads. I work closely with Engineering, Design, Data, and Business teams to turn customer needs into practical, measurable product decisions.
Alongside product work, I advise high-net-worth clients at XP Investimentos and provide financial planning through Northstar. As a CFP®, I bring investment, retirement, insurance, tax, estate, and cross-border planning knowledge to products that simplify complex financial decisions.
Experience
Work history, roles, and key accomplishments
High-Income Banker
XP Investimentos
Jul 2024 - Present (2 years 2 months)
Advise high-net-worth clients on investment strategies and wealth management solutions through a holistic, client-centered approach. Conduct in-depth financial needs assessments and connect clients with specialists across XP's financial ecosystem.
Education
Degrees, certifications, and relevant coursework
IBMEC
Master of Business Administration, Finance
2017 - 2018
MBA in Finance from IBMEC.
Faculty of Industrial Engineering - FEI
Bachelor of Engineering, Electrical Engineering
2010 - 2015
Graduation in Electrical Engineering with focus on Telecommunications.
Availability
Location
BrazilAuthorized to work in
Social media
Job categories
Skills
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