Daniela De Castro Martins

Daniela De Castro Martins Email and Phone Number

Associate Wealth Advisor @ Mariner Wealth Advisors
Miami, FL, US
Daniela De Castro Martins's Location
Miami, Florida, United States, United States
Daniela De Castro Martins's Contact Details

Daniela De Castro Martins work email

Daniela De Castro Martins personal email

n/a
About Daniela De Castro Martins

Daniela De Castro Martins is a Associate Wealth Advisor at Mariner Wealth Advisors. She is proficient in English.

Daniela De Castro Martins's Current Company Details
Mariner Wealth Advisors

Mariner Wealth Advisors

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Associate Wealth Advisor
Miami, FL, US
Daniela De Castro Martins Work Experience Details
  • Mariner Wealth Advisors
    Associate Wealth Advisor
    Mariner Wealth Advisors
    Miami, Fl, Us
    View
  • Mariner Wealth Advisors
    Associate Wealth Advisor
    Mariner Wealth Advisors Jul 2019 - Present
    Overland Park, Ks, Us
    Asset Management, Investment Advice and Financial Planning - Working with wealth advisors and financial planners to develop personalized wealth solutions based on each client’s specific needs and goals.
    View
  • Arbitrage Consulting Llc/Insight Securities Inc
    Investment Consultant - Wealth Management
    Arbitrage Consulting Llc/Insight Securities Inc Nov 2014 - Jan 2018
    Providing investment consulting for an ultra-high net-worth family managing all matters related to investments and business structures.
  • Ubs
    Client Service Associate - Wealth Management
    Ubs Feb 2010 - Oct 2014
    Zurich, Ch
    Servicing clients providing trading, operational and investment related support by responding to client's requests.
    View
  • Deutsche Bank
    Assistant - Global Markets And Global Relationship Management
    Deutsche Bank Nov 2001 - Jan 2009
    Frankfurt Am Main, Hessen, De
    Full service support duties for sales team.
    View

Daniela De Castro Martins Education Details

  • Columbia Business School
    Columbia Business School
    Family Wealth Management - Executive Education Program
  • Ibmec
    Ibmec
    General
  • Universidade São Judas Tadeu
    Universidade São Judas Tadeu
    Bachelor Of Arts In Portuguese And English

Frequently Asked Questions about Daniela De Castro Martins

What company does Daniela De Castro Martins work for?

Daniela De Castro Martins works for Mariner Wealth Advisors

What is Daniela De Castro Martins's role at the current company?

Daniela De Castro Martins's current role is Associate Wealth Advisor.

What is Daniela De Castro Martins's email address?

Daniela De Castro Martins's email address is da****@****ors.com

What schools did Daniela De Castro Martins attend?

Daniela De Castro Martins attended Columbia Business School, Ibmec, Universidade São Judas Tadeu.

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