Daniel Macedo personal email
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Daniel Macedo possesses expertise in portfolio management, investments, asset allocation, strategy, trading and 14 more skills. Colleagues describe him as "I had the pleasure of working with Dan for a number of years at US Trust Bank of America. Dan was always very helpful, organized, kind and all with a good sense of humor. He understands systems and is great at training others. I recommend Dan wholeheartedly for any project or position he pursues as he seems able to tackle a wide variety of projects quite successfully." and "To Whom It May Concern, I worked alongside Daniel Macedo at Bank of America in Boston Massachusetts within the Private Wealth Management Division. I was impressed from the beginning with all aspects of Daniels efforts to grow the firm, and to help our clients in every way possible. His responsibilities included customer service, conducting research, risk management and managing investment portfolios for ultra-high net worth individuals. During the course of his employment, Daniel… Show more"
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Alta Vista Investimentos / XpAlta Vista Investimentos Aug 2020 - Aug 2022 -
Franqueado/Investidor AgaxturAgaxtur Agência De Viagem E Turismo Apr 2020 - Aug 2022 -
Director And Business Consultant - BrazilLatam Travel Franchise Sep 2010 - Apr 2020Sorocaba Area, Brazil
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Vice President At Investment Solutions Group - New YorkUs Trust Bank Of America Private Wealth Management Feb 2008 - Sep 2010New York, Ny· After setting up the Global Delivery operations in India, I worked with the group to create/enhance the group’s platform. The platform includes different analytical reports (alpha, standard deviation, batting average, information ratio, up market capture, and down market capture) such as back testing, manager blends, attribution analysis, fixed income analysis, etc.· Worked on the new Asset Allocation Monitor tool for the Private Bank. -
Portfolio Analyst - BostonUs Trust Bank Of America Private Wealth Management Oct 2004 - Apr 2008Boston, MaPortfolio Analyst· Portfolio Analyst for more than $800 million dollars in assets, co-mingled with stocks, bonds, tangible, real estates, private equities, and hedge funds in order to maximize investment returns commensurate with an acceptable level of risk for High Net Worth, and Family Wealth clients. · I was part of the transition team through Fleet Bank/Bank of America, and Bank of America/US Trust mergers. · Spent time in India setting up and training the Global Delivery group. -
Senior Investor Administrator - BostonFleetboston Financial May 2002 - Oct 2004Boston, MaI worked with Portfolio Managers and clients to allocate assets in accordance with client-defined investment objectives, keeping abreast of developments in the securities markets; utilized the company’s fundamental strategy to arrive at sound and timely investment decision. -
Investor Administrator - BostonFleetboston Financial Aug 2000 - May 2002Boston, MaI supported two Portfolio Managers. Responsibilities included coordinating on-going administrative functions related to client portfolios, initiation of trades, database management, etc
Daniel Macedo Skills
Daniel Macedo Education Details
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Master In Economics And Finance -
Certificate In Management (Cm) With A Concentration In Finance -
Business Administration -
American Fork High School
Frequently Asked Questions about Daniel Macedo
What is Daniel Macedo's email address?
Daniel Macedo's email address is da****@****ail.com
What schools did Daniel Macedo attend?
Daniel Macedo attended Universidade Presbiteriana Mackenzie, Harvard University, Mount Ida College (Mount Ida Campus Of Umass Amherst ), American Fork High School, Fgv.
What skills is Daniel Macedo known for?
Daniel Macedo has skills like Portfolio Management, Investments, Asset Allocation, Strategy, Trading, Private Equity, Analysis, Training, Fixed Income, Hedge Funds, Financial Risk, Leadership.
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Daniel Macedo
I Help Companies Sell More Through A Simpler Way Of Earning The Same Money.São Paulo, Sp4inboundlabs.com.br, ajato.com.br, pmemarketingdigital.com.br, animafest.com.br1 +551999XXXXXXX
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