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Rafael Couto

Assistant Private Banker

Manager at EY

Charlotte, North Carolina

Section title

Rafael Couto's Email Addresses & Phone Numbers

Rafael Couto's Work Experience

Itaú Private Bank

Assistant Private Banker

September 2012 to July 2013

Belo Horizonte Area, Brazil


Relationship Officer

March 2007 to December 2007

Belo Horizonte e Região, Brasil


Intern - Consumer Bank

January 2006 to March 2007

Belo Horizonte e Região, Brasil

Rafael Couto's Education

Fundação Dom Cabral

Graduate program in Business Administration, Concentration in Finance

2012 to 2013


Joint high school and technical school program in Business Administration

1999 to 2002

UNC Kenan-Flagler Business School

Master of Business Administration (MBA), Full-Time Program, Concentration in Finance

2013 to 2015

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About Rafael Couto's Current Company

Itaú Private Bank

Provided financial, tax and estate advisory for a Private Banker’s portfolio of High Net Worth individuals and families, with AUM of $500M

About Rafael Couto

📖 Summary

Assistant Private Banker @ Itaú Private Bank Provided financial, tax and estate advisory for a Private Banker’s portfolio of High Net Worth individuals and families, with AUM of $500M From September 2012 to July 2013 (11 months) Belo Horizonte Area, BrazilRelationship Officer @ Citi Managed a portfolio of high income clients. From March 2007 to December 2007 (10 months) Belo Horizonte e Região, BrasilIntern - Consumer Bank @ Citi Analyst supporting retail relationship managers From January 2006 to March 2007 (1 year 3 months) Belo Horizonte e Região, BrasilInternational Experience - Temporary employee @ Best Western Premier Eden Resort & Suites International experience working at the Food and Beverage area of the BW Eden Resort in Lancaster, PA. From December 2004 to April 2005 (5 months) Lancaster, Pennsylvania AreaInternational Experience - Temporary employee @ Best Western Kings Quarters Hotel International experience working at the Food and Beverage area of the BW Kings Quarters Hotel in Doswell, VA From December 2003 to March 2004 (4 months) Richmond, Virginia AreaJunior Consultant @ Ibmex Project member of a consulting engagement to developed a Social Responsibility project for a local construction company. From June 2003 to December 2003 (7 months) Belo Horizonte Area, BrazilManager @ EY As a manager with EY's Wealth & Asset Management Practice, Rafael leads complex engagements and delivers quality results in challenging environments. Rafael applies a deep knowledge in subject matter and a constant desire to improve to deliver exceptional client service.Rafael has led multiple engagements helping clients with strategy, regulatory, and technology implementation initiatives. Charlotte, North Carolina AreaSenior Consultant @ EY Financial Services Office - Advisory Performance Improvement - Wealth Management PracticeSupport performance improvement consulting engagements for financial services firms seeking to cope with an ever changing business environment. Examples of recent projects include:- Supported the assessment of the overall impact of the DOL Fiduciary regulation on a US bank’s retirement business.- Co-managed the assessment of the Financial Adviser Compensation system for a top 5 US-based Wealth Management firm, including a review of the current state and a Target Operating Model (TOM) for the system to compensate 16k+ payees. From June 2015 to October 2017 (2 years 5 months) Charlotte, Carolina do Norte e Região, Estados UnidosMBA Candidate @ UNC Kenan-Flagler Dean’s Fellow – Selective honor reserved for 40 fellowship recipients. Project Leader for a consulting engagement to develop a Financial Literacy Program for a public institutionSTAR Consulting Project Member: Regulatory study and positioning strategy for a large financial services firmKenan Flagler MBA Ambassador - Country Captain for recruiting efforts in BrazilPresident of the Private Wealth Management clubMerit Fellowship – Full Tuition Scholarship From July 2013 to May 2015 (1 year 11 months) Chapel Hill, NCSummer Associate @ J.P. Morgan Private Bank Participated in JP Morgan's associate development programDeveloped a prospecting process which identified more than 600 potential clients in BrazilCreated a Bloomberg Launchpad to analyze risk and return of fixed income mutual funds in real time From June 2014 to August 2014 (3 months) Greater New York City AreaAssistant Private Banker @ Itaú Private Bank Advised affluent private bank clients on financial solutions to help grow and preserve their assets, as part of a team of 3 Private Bankers with a total AUM of $800M From June 2010 to September 2012 (2 years 4 months) Belo Horizonte Area, BrazilCitigold - Relationship Officer @ Citi Financial Adviser for a book of over 300 high income clients. Responsible for prospecting new clients and Providing financial planning service.Led a cross referral program with the IB team, resulting in a 23% success account opening ratio. From December 2007 to June 2010 (2 years 7 months) Belo Horizonte Area, Brazil

Rafael Couto’s Personal Email Address, Business Email, and Phone Number

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Frequently Asked Questions about Rafael Couto

What company does Rafael Couto work for?

Rafael Couto works for Itaú Private Bank

What is Rafael Couto's role at Itaú Private Bank?

Rafael Couto is Assistant Private Banker

What is Rafael Couto's personal email address?

Rafael Couto's personal email address is c****[email protected]

What is Rafael Couto's business email address?

Rafael Couto's business email addresses are not available

What is Rafael Couto's Phone Number?

Rafael Couto's phone (704) ***-*301

What industry does Rafael Couto work in?

Rafael Couto works in the Accounting industry.

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Rafael Couto's Personality Type

Extraversion (E), Sensing (S), Feeling (F), Perceiving (P)

Average Tenure

1 year(s), 3 month(s)

Rafael Couto's Willingness to Change Jobs



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