Daniela De Mol Van Otterloo Email & Phone Number

Newport Beach, California, Us

I run Marketing for our LatAm and US Offshore business (non-resident clients, NRC). I develop and implement marketing plans for the Channel, supporting the firm's growth targets. I collaborate with colleagues in the Client Facing, Compliance, Operations, Product, Content, Creative, Events and Digital teams delivering high impact, integrated marketing strategies.

Miami, Fl, Us

Itaú Private Bank offers private wealth management solutions to non-resident Latin American clients.In this role I:*Planned, developed and implemented our strategic marketing plan. Managed the budget and relationship with vendors *Led our Client-Centricity Program (pillars: engage the team, systematically listen to clients and transform experiences)*Created and continuously improved our internal and external communications *Coordinated events tailored to clients. Responsible for the entire ticket management process and analysis during the Miami Open presented by Itaú (tennis tournament with 4k+ tickets)*Constantly evaluated opportunities for process improvement and our connection with HQ and satellite offices including Zurich, Santiago and Nassau-Bahamas

Miami, Fl, Us

ITA is an international insurance company specializing in medium to long term unit-linked investment products tailored to international investors. My role focused on supporting existing relationships with financial consultants in LatAm, particularly Brazil. Duties include: creating, developing and delivering communications about the company and its products to clients, analyzing internal reports pertaining to financial advisers’ performance, and planning and organizing promotional materials and events. I was actively engaged in projects to improve the company’s tech tools and resources.

Sao Paulo, Sao Paulo, Br

Itaú is a full-service financial institution, the largest in Latin America. In this role, I worked across teams and departments to guarantee the shared governance of Itaú's microcredit fund and managed partner microfinance institutions (MFIs). Tasks included collection and analysis of financial and non-financial data, technical assistance, research and development of solutions addressing the needs of MFIs. Developed key stakeholder relationships; interacted with industry players in seminars, meetings and workshops. Supported the creation of an internal and external communications and marketing strategy by participating in innovative business platforms (UNDP’s Business Call to Action) and contributing case studies for research publications (Don Cabral and Accenture). Responsible for the application process related to the following international awards in 2012: World Business and Development Awards (ICC and UNDP) – winner, Ethical Corporation Awards (FC Business Intelligence) – winner, Sustainable Finance Awards (FT/IFC) – shortlisted.

Sertrading is an import/export company. My Team's goal was to establish and nurture trade relations and lines of business that supported Brazil’s infrastructure boom (for example, truck cranes from China and glass from the Middle East). I negotiated with international suppliers and freight forwarders. Daily activities included feasibility studies, inventory planning and new purchases. Familiarity with international trade documents, fiscal benefits and tax regimes, customs clearance and warehousing was required. I was the Team's main point of contact for managers, partners, the branch office in China, final clients and auditors.

Washington, D.C., Us

Accion is a microfinance and microlending organization. I organized and created a structure for Accion’s donor database and revised legal documents being presented to the Brazilian Central Bank.

Master'S Degree, Innovation & Entrepreneurship

Master Of Business Administration (M.B.A.), International Business

Undergraduate, Economics

Undergratuate, International Relations

Semester At Sea

Elementary, Middle And High School, Ib Certificates