Daniel Neusa Pinto Email & Phone Number

I'm a Financial Analyst and Financial Advisor with MiFID II certification, specializing in managing portfolios of retail clients with a Private Banking profile. Over five years of experience in financial planning, investment management, and risk analysis. Fluent in English.Areas of Expertise:-Tax and Financial Planning-Short, Medium, and Long-term Investments-Portfolio Monitoring and Growth-Cash-flow Forecasting and Financial Statement Preparation-Risk Management and Compliance with Spanish GAAP-Expertise in financial audits and regulatory requirementsKey Highlights:-Proven track record in analyzing clients’ financial situations and tailoring strategies to align with their financial profiles, ensuring the achievement of their objectives.-Experience in managing accounts payable/receivable, conducting bank reconciliations, and ensuring accurate and timely financial transactions.-Strong communication skills, allowing effective collaboration with clients and stakeholders.-Proactivity and personalized service to help clients navigate their financial journey, with an emphasis on building long-term, trusted relationships.-Proficient in Excel (including formulas, macros, and pivot tables) for financial data analysis and budgeting.Competencies: -Portfolio Management-Client Relationship Management-Wealth Management-Communication Skills-Financial Advisory-Financial Analysis-Planning-Asset Acquisition

Listed skills include Microsoft Office, Marketing, Customer Service, Microsoft Excel, and 7 others.