Daniel Moreno Email and Phone Number
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I am an experienced financial professional with 10 years of tenure across esteemed institutions, encompassing work in banks, consultancies, and financial service providers. Throughout my career, I have been deeply involved in advising affluent investors, conducting comprehensive research, and analyzing funds spanning diverse asset classes. My expertise particularly lies in macroeconomics and impact strategies.
Phenix Capital Group
View- Website:
- phenixcapital.nl
- Employees:
- 31
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Manager Selection Specialist, Impact InvestmentsPhenix Capital GroupAmsterdam, Nh, Nl
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Senior Associate, Impact InvestmentsPhenix Capital Group Aug 2022 - PresentAmesterdão, Holanda Do Norte, Países BaixosWithin the Impact Funds Research Team managed relationships-building efforts for a comprehensive global universe of 2500 funds and 1100 fund managers. This intricate engagement spanned diverse asset classes, with a particular emphasis on Real Assets and Public Markets. In addition, actively worked on several investment fund analyses and selection for impact mandates, and collaborated with multiple third-party publications and studies.
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Investment ManagerItaú Unibanco Aug 2017 - Oct 2020São Paulo E Região, BrasilResponsible for € 100 million client’s liquid traditional and alternatives investment management in the Private Banking segment. Daily tasks contemplated Fundamental and Quantitative analysis, viability studies regarding debt and equity transactions, portfolio management and communication with investors. -
Financial AdvisorSquad Capital Investimentos Nov 2016 - Aug 2017São Paulo E Região, BrasilPartner leading new business development strategy focused on cold relations. Implementation of qualified prospect leads, pipeline management and active prospection through events and direct contacts. Additionally, responsible for the institutional relationship with asset managers and financial analysts. -
Relationship ManagerSodexo May 2014 - Nov 2016São Paulo E Região, BrasilRelationship manager responsible for a portfolio of 200 Corporate customers in the corporative cards segment. Key responsibilities were to negotiate contracts, improvement in revenue and margin, up sell and cross sell as well as financial statements analysis. -
Relationship ExecutiveAmcham-Brasil Oct 2013 - May 2014São Paulo E Região, BrasilExecutive responsible to recruit new companies to the chamber, selling international consultancy services and connecting companies and governmental organisms and authorities. -
Back OfficeSodexo Motivation Solutions Nov 2011 - Sep 2013São Paulo E Região, BrasilResponsible for sales administrative tasks, sales reports, and new customer implementation projects.
Daniel Moreno Skills
Daniel Moreno Education Details
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Master Business And Economics - Marketing -
Mba Economy, Financial Market And Corporate Finance -
Investment -
Advertising And Marketing
Frequently Asked Questions about Daniel Moreno
What company does Daniel Moreno work for?
Daniel Moreno works for Phenix Capital Group
What is Daniel Moreno's role at the current company?
Daniel Moreno's current role is Manager Selection Specialist, Impact Investments.
What is Daniel Moreno's email address?
Daniel Moreno's email address is da****@****exo.com
What is Daniel Moreno's direct phone number?
Daniel Moreno's direct phone number is +1 816-756*****
What schools did Daniel Moreno attend?
Daniel Moreno attended Aalborg Universitet, Instituição De Ensino Fipe, Rice University, Insper, Faculdade Cásper Líbero.
What skills is Daniel Moreno known for?
Daniel Moreno has skills like Account Management, B2b, New Business Development, Sales Management, Negotiation, Sales, Employee Benefits, Business Development, Key Account Management, Crm, Team Leadership, Customer Service.
Who are Daniel Moreno's colleagues?
Daniel Moreno's colleagues are Gemma Roex, Carol Tarr, Raül Mas, Michiel Krauss, Jacqueline Fisher, Tom Alker, Petr Bruder.
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