Daniel Navarro
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Daniel Navarro Email & Phone Number

Investment Advisory at VMB Invest
Location: Recife, Pernambuco, Brazil 8 work roles 2 schools
1 work email found @vmbinvest.com.br LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email d****@vmbinvest.com.br
LinkedIn Profile matched
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Current company
Role
Investment Advisory
Location
Recife, Pernambuco, Brazil
Company size

Who is Daniel Navarro? Overview

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Quick answer

Daniel Navarro is listed as Investment Advisory at VMB Invest, a with 89 employees, based in Recife, Pernambuco, Brazil. AeroLeads shows a work email signal at vmbinvest.com.br and a matched LinkedIn profile for Daniel Navarro.

Daniel Navarro previously worked as Data Analyst at Vmb Invest and Business Developement Manager at Pg Invest. Daniel Navarro holds Master'S Degree, Esg from Universidade De Pernambuco.

Company email context

Email format at VMB Invest

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{first}.{last}@vmbinvest.com.br
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Profile bio

About Daniel Navarro

Hello, I'm Daniel Navarro, a Data Analyst and Investment Advisor with a strong foundation in financial data analysis, portfolio management, and business intelligence. I bring over 5 years of experience in using advanced tools like Python, SQL, and Power BI to transform complex data into actionable insights, enhancing decision-making and optimizing performance for businesses and individuals.My expertise lies in financial modeling, risk analysis, and creating strategic data solutions that drive informed investment decisions. I have a proven track record in both investment advisory and data-driven analysis, including experience in leading market studies, managing teams for business expansion, and constructing high-performance investment portfolios aligned with client goals.I am passionate about combining technical expertise with market insights to offer comprehensive guidance and support to clients, prioritizing transparency, ethical standards, and client satisfaction. My ongoing pursuit of a Master’s in ESG further underscores my commitment to responsible and impactful business practices.Let’s connect if you’re interested in discussing data strategy, investment advisory, or innovative solutions for financial growth and sustainability.

Current workplace

Daniel Navarro's current company

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VMB Invest
Vmb Invest
Investment Advisory
State of Pernambuco, Brazil
Employees
89
AeroLeads page
8 roles

Daniel Navarro work experience

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

Investment Advisory

State Of Pernambuco, Brazil

Data Analyst

Current

Rio De Janeiro, Brasil

XP Investimentos is the largest stockbroker in Latin America, and as a data analyst I was able to help them with:- Employed Python for sophisticated financial modeling and risk analysis, complemented by Excel forseamless data management, and Power BI for dynamic visualization. Additionally, leveraged web scrapingtechniques to extract benchmark and stock data from Yahoo Finance, as well as information regardinginvestment funds, enhancing the depth and accuracy of insights. This integrated approach facilitated thedelivery of highly customized investment advice, contributing to amplified returns and fortified portfoliostability.- I specialize in constructing and overseeing investment portfolios, ensuring they are optimized forperformance and aligned with clients' risk tolerance and objectives.- Integrated Power BI to generate comprehensive performance reports for both client portfolios and office collaborators, enabling the tracking of KPIs and identifying areas for office-wide improvements. This holistic approach empowered informed decision-making, leading to enhanced client satisfaction, optimized portfolio performance, and overall office productivity.- Prioritized client relationships, utilizing Salesforce CRM software for efficient communication andpersonalized strategies, supported by Python scripts for automated processes like sending profitabilityreports. This focus resulted in increased satisfaction, retention, and business growth

Jan 2023 - Present

Business Developement Manager

Niterói, Rio De Janeiro, Brazil

As a Business Developement Manager, I am responsible for guiding studies and managing teams dedicated to identifying suitable regions for opening new units in an investment advisory office.My main responsibilities include:Conducting market studies and data analysis to identify growth opportunities.Managing market intelligence teams, setting goals, and ensuring the quality of the conducted studies.Identifying promising regions by considering socio-economic factors, competition, and market trends.Collaborating with sales teams to align expansion strategies with potential clients' demands.Developing detailed business plans, including financial projections, marketing strategies, and operational plans.As a Business Expansion and Market Intelligence Manager, my goal is to drive company growth by identifying new business opportunities and expanding our presence in strategic regions. Leveraging my expertise in investment advisory and data analysis, I make informed decisions to ensure the success of our expansion efforts.

Apr 2022 - Jan 2023

Investment Advisor

Niterói, Rio De Janeiro, Brasil

As an Investment Advisor, my role is to provide tailored investment guidance and advice to over 120 clients. With expertise in financial markets and portfolio management, I help individuals and businesses make informed decisions to achieve their financial goals.Key highlights:Investment expertise: I possess in-depth knowledge of financial markets, investment products, and risk management strategies, enabling me to offer comprehensive advice aligned with clients' needs.Portfolio management: I specialize in constructing and managing investment portfolios, ensuring they are optimized for performance and aligned with clients' risk tolerance and objectives.Market research and analysis: I stay updated on market trends, economic indicators, and industry developments, leveraging this information to provide valuable insights to clients.Client relationship management: I prioritize building strong relationships with clients, understanding their unique financial goals and preferences to deliver personalized recommendations.Clear communication: I simplify complex financial concepts, empowering clients with the knowledge needed to make informed decisions.Ethical approach: I adhere to the highest ethical standards, ensuring transparency and always acting in the best interest of clients.

Sep 2020 - Apr 2022

Data Analyst

Brasil

GSH group is the largest hemotherapy company in Brazil, and as a data analyst I was able to help them with:- Coordinated the timely and efficient delivery of blood to hospitals, prioritizing patients' needs withprecision.- Performed in-depth data analysis on donor recruitment and blood bank inventory using SQL and Python,resulting in the generation of comprehensive reports aimed at optimizing program strategies. This effort led to a significant reduction of blood loss in inventory by over 35%, ensuring more efficient management of resources and improved blood supply availability for patients in need- Designed interactive Power BI dashboards to visualize and communicate data insights effectively,facilitating informed decision-making processes.- Managed logistics data using the Protheus system (TOTVS), ensuring accurate tracking and streamlinedprocesses in blood delivery operations.- Through these initiatives, I spearheaded the modernization of data infrastructure and optimized informationflow within the blood bank, significantly enhancing the overall effectiveness of blood delivery services as a data analyst.- Process modeling of data analysis and logistics processes using Bizagi

Oct 2019 - Jul 2021

Supply Chain Intern

Rio De Janeiro, Brasil

Feb 2019 - Dec 2019

Work & Travel - Cook

Park City, Utah, Estados Unidos

- Managed the daily preparation of the "Daily Bowl" for all employees at Empire Mountain, ensuring a nutritious and satisfying meal option.- Developed and curated diverse menus tailored specifically for the employee restaurant, considering seasonal ingredients, dietary restrictions, and employee preferences.- Coordinated with suppliers to source fresh, high-quality ingredients, maintaining a consistent and varied menu.- Oversaw kitchen operations, ensuring that all meals were prepared efficiently and met high standards of quality and presentation.- Trained and supervised kitchen staff, fostering a collaborative environment focused on delivering excellent meals for the employees.- Implemented effective food preparation and storage techniques to maximize efficiency and minimize waste, ensuring cost-effective operations.- Maintained rigorous hygiene and safety standards in the kitchen to ensure a clean and safe working environment

Dec 2019 - Mar 2020

Accounting Intern

Niterói

During my internship in the accounting department at the Federal Fluminense University (UFF), I had the opportunity to apply my data analysis skills to optimize processes and generate financial insights. My main responsibilities included:- Preparing detailed reports on contracts and tenders, ensuring compliance with institutional and governmental regulations.- Monitoring the complete process of commitment, liquidation, and payment, ensuring accuracy and efficiency at every stage.- Collaborating directly with the accounting team to review and validate financial data, contributing to the management of contracts and cash flow.- Utilizing data management and analysis tools to optimize the collection and interpretation of financial information, facilitating strategic decision-making.

Apr 2018 - Dec 2018
2 education records

Daniel Navarro education

FAQ

Frequently asked questions about Daniel Navarro

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

What company does Daniel Navarro work for?

Daniel Navarro works for VMB Invest.

What is Daniel Navarro's role at VMB Invest?

Daniel Navarro is listed as Investment Advisory at VMB Invest.

What is Daniel Navarro's email address?

AeroLeads has found 1 work email signal at @vmbinvest.com.br for Daniel Navarro at VMB Invest.

Where is Daniel Navarro based?

Daniel Navarro is based in Recife, Pernambuco, Brazil while working with VMB Invest.

What companies has Daniel Navarro worked for?

Daniel Navarro has worked for Vmb Invest, Pg Invest, Pg Ivnest, Grupo Gsh, and Deer.

How can I contact Daniel Navarro?

You can use AeroLeads to view verified contact signals for Daniel Navarro at VMB Invest, including work email, phone, and LinkedIn data when available.

What schools did Daniel Navarro attend?

Daniel Navarro holds Master'S Degree, Esg from Universidade De Pernambuco.

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