Nuno Santos
Executive Director / Commercial Director at Optimize Investment Partners
At a Glance
Role
Executive Director / Commercial Director
Company
Optimize Investment Partners
What to Expect
Can help with
- Onboarding process questions
- Documentation requirements
- KYC/AML procedures
- General fund inquiries
- Subscription process guidance
Cannot help with
- Investment advice or recommendations
- Legal or tax advice
- Performance guarantees
- Personalized financial guidance
- Suitability assessments
About
Nuno Santos is Executive Director and Commercial Director at Optimize Investment Partners. He started his career in 1992 in insurance consulting, then moved into banking as an account manager at BNC (now Banco Santander) and later led the commercial department at SGF – Sociedade Gestora de Fundos de Pensões. He holds a degree in Business Organization and Management and a postgraduate qualification in Markets and Financial Assets from ISCTE, with more than 30 years of industry experience.
This profile is part of the Movingto Funds directory. Team members are employed by fund managers, not Movingto. For inquiries, please contact the fund directly.
Read full disclaimerCurrent Role
Executive Director / Commercial Director
Education
Business Organization and Management and a postgraduate qualification in Markets and Financial Assets from ISCTE at with more than 30 years of industry experience