Daniela Roman Pozo, Cfp® Email and Phone Number
Daniela Roman Pozo, Cfp® work email
- Valid
Daniela Roman Pozo, Cfp® personal email
- Valid
Daniela Roman Pozo, Cfp® phone numbers
Over 15 years of Banking experience, mostly in the commercial area focused on client attendance, projects, customer services, strategic planning, finance and risk control. Focal point for sales team through, working with cross functional processes. Responsible for Onshore Collateral Management for Structured Finance Operations.For the last 5 years, acting as General Manager of an educational franchise unit, managing financial and strategic planning, leading a 15 people team.Worked during merge processes like Chase-JP Morgan, Banespa-Santander, Santander-ABN Real, and the new beginning of UBS in Brazil. Experience in new business and new processes development and implementation, as well as its KPIs and controls.Ability to work under pressure, team work, hands-on, results oriented and innovative approach.
Gow Capital
View- Website:
- gowcapital.com
- Employees:
- 21
-
PartnerGow Capital Oct 2023 - Present
-
Client Relationship ManagerGow Capital Nov 2022 - Sep 2023
-
Investment AdvisorOne Investimentos Aug 2021 - Oct 2022São Paulo, São Paulo, Brazil -
General DirectorMicrolins Oct 2015 - Jul 2021• Strategic planning for finance, sales and pedagogic team• Alignment of business unit management and processes according to the franchise brand, including culture and visual identity• Member of Best Practices for Franchising Comitee • Experience with distance teaching , learning and students retention • Creation of new actions to enhance clients learning and satisfaction• Responsible for recruiting , training and leading a 12 people team, promoting training involving other units teams• Internal auditing every 6 months for documents, processes, suppliers negotiations, HR controls and controls -
PartnerLogus Capital Jul 2020 - Jan 2021São Paulo, Brazil• Acted part-time as responsible for development of new clients High NewWorth and Ultra High Networth acquisition strategy. -
Commercial Area Process, Risk And Business Manager DirectorUbs Jul 2014 - Sep 2015• Weekly sales forecast consolidation file, reporting to headquarters• OPEX – actual results, forecast and budget • Sales target dashboards• Support on billing documentation• Monitoring of marketing campaigns allocation and results• Risk controls and processes implementation for Sales and weekly report for senior management team• Led the initiative of 5th level clients relations check for Anti Money Laundring Monitoring , due to Lava a Jato operation• Direct interaction with senior management team, company controller and marketing team -
Associate Director - Front DeskUbs Wealth Management May 2011 - Jun 2014• Internal Porfolio Management - Portfolio USD 3 Bln• Portfolio Management - Portfolio USD 50 Mln• Led referral and clients retention projects• Analyze portfolio performance
-
Private Banking ManagerBanco Santander Jul 2008 - May 2011• Internal Porfolio Mangement - Portfolio USD 15 Bln• Portfolio Management - Portfolio USD 50 Mln• Focal point and stakeholder at sales team for new products and processes• Implementation of new asset allocation available post-integration Santander and ABN Real, increasing clients and business revenues• Team member responsible for new Private Banking exchange process focused on clients experience and regulatory attendance. • Implementation and training sales team for new exchange acquisition process. -
Global Banking & Markets - Structured Ops / Securities / M&A SpecialistBanco Santander May 2004 - Jun 2008• Implemented the collateral framework for structured finance operations• Supported and worked as responsible for collateral management , control and daily report for senior management team• Member of new business committee for structured finance• Definition and testing of new IT framework for collateral control • Experience with due diligence, contracts and risk credit analysis
-
TraineeJpmorgan Chase Nov 2001 - Apr 2004• Responsible for formalization process in time for Corporate Operations , previously the release of funds• Attendance of internal headquarters auditors post-integration JP Morgan – Chase Manhattan• Responsible for new funds registration in clearings and private entities
Daniela Roman Pozo, Cfp® Skills
Daniela Roman Pozo, Cfp® Education Details
-
Comercio Internacional -
Human Resources Management/Personnel Administration, General -
MoveeduFinancial Planning And Services -
Mba Internacional -
Colegio Bandeirantes
Frequently Asked Questions about Daniela Roman Pozo, Cfp®
What company does Daniela Roman Pozo, Cfp® work for?
Daniela Roman Pozo, Cfp® works for Gow Capital
What is Daniela Roman Pozo, Cfp®'s role at the current company?
Daniela Roman Pozo, Cfp®'s current role is Gestão de Investimentos.
What is Daniela Roman Pozo, Cfp®'s email address?
Daniela Roman Pozo, Cfp®'s email address is d_****@****hoo.com
What is Daniela Roman Pozo, Cfp®'s direct phone number?
Daniela Roman Pozo, Cfp®'s direct phone number is +55119693*****
What schools did Daniela Roman Pozo, Cfp® attend?
Daniela Roman Pozo, Cfp® attended Usp - Universidade De São Paulo, Febracis Coaching, Moveedu, Université Grenoble Alpes, Universidade Presbiteriana Mackenzie, Colegio Bandeirantes.
What skills is Daniela Roman Pozo, Cfp® known for?
Daniela Roman Pozo, Cfp® has skills like Banking, Capital Markets, Financial Markets, Investments, Structured Products, Credit Risk, Mercado De Capitais, Trade Finance, Commercial Banking, Private Banking, Banco De Investimento, Portfolio Management.
Who are Daniela Roman Pozo, Cfp®'s colleagues?
Daniela Roman Pozo, Cfp®'s colleagues are André Nahas, Maria Eugênia López, Domingos Pereira Coutinho, Kevin Fonseca, Oswaldo Cerqueira Dias Neto, Cfp®, Aline De Jesus Grisoste, Veridiana Gomes Santos.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial