Daniela Roman Pozo, Cfp®
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Daniela Roman Pozo, Cfp® Email & Phone Number

Gestão de Investimentos at GOW Capital
Location: Greater São Paulo Area, Brazil, Brazil 10 work roles 6 schools
1 work email found @ubs.com 1 phone found area 196 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email d****@ubs.com
Direct phone (196) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
GOW Capital
Role
Gestão de Investimentos
Location
Greater São Paulo Area, Brazil, Brazil
Company size
21 employees

Who is Daniela Roman Pozo, Cfp®? Overview

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Quick answer

Daniela Roman Pozo, Cfp® is listed as Gestão de Investimentos at GOW Capital, a company with 21 employees, based in Greater São Paulo Area, Brazil, Brazil. AeroLeads shows a work email signal at ubs.com, phone signal with area code 196, and a matched LinkedIn profile for Daniela Roman Pozo, Cfp®.

Daniela Roman Pozo, Cfp® previously worked as Partner at Gow Capital and Client Relationship Manager at Gow Capital. Daniela Roman Pozo, Cfp® holds Mba Fia, Comercio Internacional from Usp - Universidade De São Paulo.

Company email context

Email format at GOW Capital

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*@ubs.com
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Profile bio

About Daniela Roman Pozo, Cfp®

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.

Listed skills include Banking, Capital Markets, Financial Markets, Investments, and 26 others.

Current workplace

Daniela Roman Pozo, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

GOW Capital
Gow Capital
Gestão de Investimentos
florida, united states
Website
gowcapital.com
Employees
21
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Company profile
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10 roles

Daniela Roman Pozo, Cfp® work experience

A career timeline built from the work history available for this profile.

Client Relationship Manager

Gow Capital
Nov 2022 - Sep 2023

Investment Advisor

One Investimentos

São Paulo, São Paulo, Brazil

Aug 2021 - Oct 2022

General Director

Microlins
  • 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
Oct 2015 - Jul 2021

Partner

Logus Capital

São Paulo, Brazil

  • Acted part-time as responsible for development of new clients High NewWorth and Ultra High Networth acquisition strategy.
Jul 2020 - Jan 2021

Commercial Area Process, Risk And Business Manager Director

Ubs
  • 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
Jul 2014 - Sep 2015

Associate Director - Front Desk

Ubs Wealth Management
  • Internal Porfolio Management - Portfolio USD 3 Bln
  • Portfolio Management - Portfolio USD 50 Mln
  • Led referral and clients retention projects
  • Analyze portfolio performance
May 2011 - Jun 2014

Private Banking Manager

Banco Santander
  • 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.
Jul 2008 - May 2011

Global Banking & Markets - Structured Ops / Securities / M&A Specialist

Banco Santander
  • 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
May 2004 - Jun 2008

Trainee

Jpmorgan Chase
  • 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
Nov 2001 - Apr 2004
Team & coworkers

Colleagues at GOW Capital

Other employees you can reach at gowcapital.com. View company contacts for 21 employees →

TS Talita Santello, Cfp® Talita Santello, Cfp® Colleague at Gow CapitalSão Paulo, São Paulo, Brazil, Brazil View → DP Domingos Pereira Coutinho Domingos Pereira Coutinho Colleague at Gow CapitalSão Paulo, São Paulo, Brazil, Brazil View → GC Gow Capital Gow Capital Colleague at Gow CapitalSão Paulo, São Paulo, Brazil, Brazil View → MS Murilo Saade Murilo Saade Colleague at Gow CapitalLisbon, Lisbon, Portugal, Portugal View → AN André Nahas André Nahas Colleague at Gow CapitalVitória, Espírito Santo, Brazil, Brazil View → ME Maria Eugênia López Maria Eugênia López Colleague at Gow CapitalPorto Metropolitan Area, Portugal View → VG Veridiana Gomes Santos Veridiana Gomes Santos Colleague at Gow CapitalSão Paulo, São Paulo, Brazil, Brazil View → GM Gabriel Maciel Gabriel Maciel Colleague at Gow CapitalSão Paulo, São Paulo, Brazil, Brazil View → OC Oswaldo Cerqueira Dias Neto, Cfp® Oswaldo Cerqueira Dias Neto, Cfp® Colleague at Gow CapitalGreater São Paulo Area, Brazil View → AD Aline De Jesus Grisoste Aline De Jesus Grisoste Colleague at Gow CapitalCuritiba, Paraná, Brazil, Brazil View →
6 education records

Daniela Roman Pozo, Cfp® education

Cis Assessment, Human Resources Management/Personnel Administration, General

Febracis Coaching

Individual and team behavior analysis for a better leadership.

Blue Belt Trainning, Financial Planning And Services

Moveedu

Activities and Societies: Immersion trainning for leaders in educational services.Development of planning skills on a monthly basis.

Education record

Colegio Bandeirantes
FAQ

Frequently asked questions about Daniela Roman Pozo, Cfp®

Quick answers generated from the profile data available on this page.

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 GOW Capital?

Daniela Roman Pozo, Cfp® is listed as Gestão de Investimentos at GOW Capital.

What is Daniela Roman Pozo, Cfp®'s email address?

AeroLeads has found 1 work email signal at @ubs.com for Daniela Roman Pozo, Cfp® at GOW Capital.

What is Daniela Roman Pozo, Cfp®'s phone number?

AeroLeads has found 1 phone signal(s) with area code 196 for Daniela Roman Pozo, Cfp® at GOW Capital.

Where is Daniela Roman Pozo, Cfp® based?

Daniela Roman Pozo, Cfp® is based in Greater São Paulo Area, Brazil, Brazil while working with GOW Capital.

What companies has Daniela Roman Pozo, Cfp® worked for?

Daniela Roman Pozo, Cfp® has worked for Gow Capital, One Investimentos, Microlins, Logus Capital, and Ubs.

Who are Daniela Roman Pozo, Cfp®'s colleagues at GOW Capital?

Daniela Roman Pozo, Cfp®'s colleagues at GOW Capital include Talita Santello, Cfp®, Domingos Pereira Coutinho, Gow Capital, Murilo Saade, and André Nahas.

How can I contact Daniela Roman Pozo, Cfp®?

You can use AeroLeads to view verified contact signals for Daniela Roman Pozo, Cfp® at GOW Capital, including work email, phone, and LinkedIn data when available.

What schools did Daniela Roman Pozo, Cfp® attend?

Daniela Roman Pozo, Cfp® holds Mba Fia, Comercio Internacional from Usp - Universidade De São Paulo.

What skills is Daniela Roman Pozo, Cfp® known for?

Daniela Roman Pozo, Cfp® is listed with skills including Banking, Capital Markets, Financial Markets, Investments, Structured Products, Credit Risk, Mercado De Capitais, and Trade Finance.

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