Barbara Santos

client service ASSOCIATE

Barbara Santos, Client Service Associate, joined the firm in October 2021. She assists with client and consultant relationship support and responding to RFPs. She brings over 11 years of experience in the financial services industry in various client service/sales roles at Western And Southern Life and Bank Of America/Merrill Lynch. She was also previously a Senior Associate at Unibarter, Sp, a financial consultant in Brazil. Prior to that she has 3 years’ experience with a private equity/venture capital and structured debt firm. She earned a Postgraduate (Latu Sensu) in Investment Banking and Corporate Finance – FIA, Sao Paulo, Brazil and a BS in Business Administration – University of Sao Paulo, Ribeirao Preto, Brazil.