Daniel Urbani, Cfp®
AeroLeads people directory · profile

Daniel Urbani, Cfp® Email & Phone Number

Partner and Senior Private Banker at Lifetime Investimentos
Location: Greater São Paulo Area, Brazil, Brazil 8 work roles 2 schools
1 work email found @lifetimeinvest.com.br LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email d****@lifetimeinvest.com.br
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Lifetime Investimentos
Role
Partner and Senior Private Banker
Location
Greater São Paulo Area, Brazil, Brazil
Company size
223 employees

Who is Daniel Urbani, Cfp®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Daniel Urbani, Cfp® is listed as Partner and Senior Private Banker at Lifetime Investimentos, a company with 223 employees, based in Greater São Paulo Area, Brazil, Brazil. AeroLeads shows a work email signal at lifetimeinvest.com.br and a matched LinkedIn profile for Daniel Urbani, Cfp®.

Daniel Urbani, Cfp® previously worked as Partner & Senior Private Banker at Lifetime Investimentos and Private Banker at Bradesco. Daniel Urbani, Cfp® holds Ceag, Business Administration And Management, General from Fundação Getulio Vargas.

Company email context

Email format at Lifetime Investimentos

This section adds company-level context without repeating Daniel Urbani, Cfp®'s masked contact details.

*@lifetimeinvest.com.br
71% confidence

AeroLeads found 1 current-domain work email signal for Daniel Urbani, Cfp®. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

About Daniel Urbani, Cfp®

20+ years experienced Private Banker working with High Net Worth Individuals and Families. Career on two of the major Private Banks in Brazil. Financial advisor with solid knowledge on both local and international assets and portfolios.Recently associated to an important financial company and to the biggest Investment Bank in Latin America for delivering the best Private Bank services to clients.

Listed skills include Mercados Financeiros, Mercado De Capitais, Investimentos, Portfolio Management, and 1 others.

Current workplace

Daniel Urbani, Cfp®'s current company

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

Lifetime Investimentos
Lifetime Investimentos
Partner and Senior Private Banker
São Paulo, SP, BR
Website
lifetimeinvest.com.br
Employees
223
AeroLeads page
Company profile
View company profile Email format
8 roles

Daniel Urbani, Cfp® work experience

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

Private Banker

Bradesco

São Paulo, SP, Brazil

Private Banker for HNW Individuals

Dec 2019 - Jun 2021

Sócio/Assessor De Investimentos

Monte Bravo

São Paulo, SP, Brazil

May 2019 - Oct 2019

Private Banker

Banco Itaú

FL3500

Jan 2011 - Apr 2019

Analista Comercial Sr.

Banco Itaú

São Paulo, São Paulo, Brazil

Feb 2006 - Dec 2010

Analista Pleno

Banco Itaú

São Paulo, São Paulo, Brazil

Mar 2002 - Feb 2006

Supervisor De Vendas

Cervejaria Ambev

São Paulo, São Paulo

Jan 2001 - Sep 2001
Team & coworkers

Colleagues at Lifetime Investimentos

Other employees you can reach at lifetimeinvest.com.br. View company contacts for 223 employees →

PP Paula Pellegrini, Cea Paula Pellegrini, Cea Colleague at Lifetime InvestimentosBrazil, Brazil View → AM Amanda Micheletti Amanda Micheletti Colleague at Lifetime InvestimentosSuzano, São Paulo, Brazil, Brazil View → CP Carolina Piovani Carolina Piovani Colleague at Lifetime InvestimentosSanto André, São Paulo, Brazil, Brazil View → GP Guilherme Pellegrini Burger Guilherme Pellegrini Burger Colleague at Lifetime InvestimentosSão Paulo, São Paulo, Brazil, Brazil View → IC Iris Calegare Iris Calegare Colleague at Lifetime InvestimentosSão Paulo, São Paulo, Brazil, Brazil View → MG Maria Gabriela Reis Maria Gabriela Reis Colleague at Lifetime InvestimentosSão José Dos Campos, São Paulo, Brazil, Brazil View → LN Lucyene Nascimento, Cea, Aai Lucyene Nascimento, Cea, Aai Colleague at Lifetime InvestimentosCampo Grande, Mato Grosso Do Sul, Brazil, Brazil View → LN Lucas Narciso Monteiro Lucas Narciso Monteiro Colleague at Lifetime InvestimentosSão Paulo, São Paulo, Brazil, Brazil View → MN Matheus Novais Matheus Novais Colleague at Lifetime InvestimentosSão Paulo, São Paulo, Brazil, Brazil View → HV Helio Viana Helio Viana Colleague at Lifetime InvestimentosSão Paulo, São Paulo, Brazil, Brazil View →
2 education records

Daniel Urbani, Cfp® education

FAQ

Frequently asked questions about Daniel Urbani, Cfp®

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

What company does Daniel Urbani, Cfp® work for?

Daniel Urbani, Cfp® works for Lifetime Investimentos.

What is Daniel Urbani, Cfp®'s role at Lifetime Investimentos?

Daniel Urbani, Cfp® is listed as Partner and Senior Private Banker at Lifetime Investimentos.

What is Daniel Urbani, Cfp®'s email address?

AeroLeads has found 1 work email signal at @lifetimeinvest.com.br for Daniel Urbani, Cfp® at Lifetime Investimentos.

Where is Daniel Urbani, Cfp® based?

Daniel Urbani, Cfp® is based in Greater São Paulo Area, Brazil, Brazil while working with Lifetime Investimentos.

What companies has Daniel Urbani, Cfp® worked for?

Daniel Urbani, Cfp® has worked for Lifetime Investimentos, Bradesco, Monte Bravo, Banco Itaú, and Cervejaria Ambev.

Who are Daniel Urbani, Cfp®'s colleagues at Lifetime Investimentos?

Daniel Urbani, Cfp®'s colleagues at Lifetime Investimentos include Paula Pellegrini, Cea, Amanda Micheletti, Carolina Piovani, Guilherme Pellegrini Burger, and Iris Calegare.

How can I contact Daniel Urbani, Cfp®?

You can use AeroLeads to view verified contact signals for Daniel Urbani, Cfp® at Lifetime Investimentos, including work email, phone, and LinkedIn data when available.

What schools did Daniel Urbani, Cfp® attend?

Daniel Urbani, Cfp® holds Ceag, Business Administration And Management, General from Fundação Getulio Vargas.

What skills is Daniel Urbani, Cfp® known for?

Daniel Urbani, Cfp® is listed with skills including Mercados Financeiros, Mercado De Capitais, Investimentos, Portfolio Management, and Banco De Investimento.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.