Danielle Cidade Email & Phone Number

Miami, Florida, United States

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Miami

Global Investment Advisory services to High Net worth Individuals. • Asset Management to a diverse portfolio of individual clients • Expertise in private wealth management including investment management, financial and retirement planning.

Global Investment Advisory services to High Net worth Individuals.• Asset Management to a diverse portfolio of individual clients• Expertise in private wealth management including investment management, financial and retirement planning.

São Paulo Area, Brazil

• Investment Advisory services to High Net worth Individuals.• Asset Management to a diverse portfolio of individual clients• Expertise in private wealth management including investment management, financial and retirement planning.

São Paulo Area, Brazil

• Global Investment Advisory services to High Net worth Individuals.• Portfolio Asset Management• Expertise in private wealth management, portfolio management, financial and retirement planning. • Banking Services to corporations including cash management, commercial lending, debt products and trade finance.

Rio De Janeiro Area, Brazil

• Onshore and Offshore Investment Advisory services. • Emphasis on prospecting high net worth individual clients.• Portfólio Asset Management.• Sales Team Coordination not only prospecting for new clients but also activating old ones• Trading Desk Sales/Brokerage Services• Preparation of Daily and Weekly reports “International Markets Overview”, whose purpose to inform clients about the prospects of global financial markets.• Project Development “Investment Strategies for Women”, aimed to financial education and prospecting for new clients from the female audience. Among other responsibilities, besides developing the project, conducting various seminars and workshops dedicated to teaching the basics of the financial markets to the female audience

Greater New York City Area

• Development of general knowledge of the financial institution´s personal investment products and assistance to individual and institutional clients• Assistance to the Senior Portfolio Manager and Senior Financial Consultant with increasing their sales, production and expansion of their investment advisory services in Portugal, Spain, France, Turkey, Latin America and the U.S.• Ensured efficient operation of the Investment Services by coordinating and maintaining appointment schedule for the Financial Consultant• Administrative support • Dealing directly with clients and assisting clients• Receiving and processing orders• Maintain an up-to-date familiarity with the financial institution’s personal investment products portfolio

Master Of Business Administration (Mba), Gestao De Negocios, Mba

Mba, Finance

3º, Direito