Our Team - Financial Support
Rosalina Caramelo
POSITION
Financial Support
DATE OF BIRTH
1974
ACADEMIC QUALIFICATIONS
Accountant
PROFESSIONAL EXPERIENCE
2015 - 2017: Head of Middle and Back Office at Banque de Patrimoines Privés SA - Portuguese Branch - Lisbon
2015 - 2015: Management Assistant at Crédit Suisse (Luxembourg) SA - Portuguese Branch - Lisbon
2008 - 2015: Middle Office team leader at Banque Privée Espirito Santo SA - Portuguese Branch - Lisbon
2005 - 2008: Management Assistant at Banque Privée Espirito Santo SA - Representative Office - Lisbon
1998 - 2005: Management Assistant at Banque Privée Espirito Santo SA - Headquarter - Lausanne/Switzerland
1994 - 1998: Accountant at BDO Visura - Lausanne/Switzerland
FUNCTIORESPONSIBILITIESITIES
Back Office (Team management, validation and follow-up of clients' operations), Back office securities (purchase, sell and transfer), Middle Office (account openings, customer data management, credit cards, transfers), "Ofícios" from Bank of Portugal, Reports for Internal Audit, Control of corporate events in Interbolsa STD platform, Control of daily settlement of SEPA transfers, Accounting (payroll processing, tax returns for individuals, external audit assistance)
LANGUAGES
Portuguese (native), French (native), Inglês (Intermediate), Spanish (fluent)
CONTACTS
E-mail: [email protected]
Website: www.vanguardeagle.com
