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My Biography
Wellington is an International Business Development Lead for our key partner Imagine Wealth Agency. In this role, he is responsible for expanding and developing strategic partnerships with international partners, individuals, and companies.
With over 25 years of experience in the Brazilian financial market, he has always worked with large banking instutions managing high net-worth accounts. In addition to being Coordinator and responsible for the Financial Treasury of Unicred do Brasil. He was also Coordinator of the Investment Committee of the Unicred System, a cooperative financial institution. Wellington has the desire to expand his knowledge to better support clients in everything he does. This specialized experience enables him to recognize the diversity of financial services in the global market and be able to deal with the uncertainties and risks with doing business in an ever-changing market.
Wellington has a degree in Business Administration with an emphasis on Finance. Also a postgraduate degree in Marketing, an MBA in Business Management. As well as certifications such as CPA-20 by ANBIMA and Personal Financial Educator by the Central Bank of Brazil.
Wellington is from São Paulo, Brazil, and currently resides in Temecula, California, with his wife and two beautiful young daughters. He enjoys spending time with his family, watching movies. He is passionate about dog shows and studies the standard breeds.