Manager Of Customer Success
Current
Jan 2024 - Present
AeroLeads people directory · profile
Tulio Villalta, Cfa Email & Phone Number
Manager of Customer Success at Daloopa
at
Daloopa
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 100%
Current company
Role
Manager of Customer Success at Daloopa
Location
New York, New York, United States
Company size
Who is Tulio Villalta, Cfa? Overview
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Quick answer
Tulio Villalta, Cfa is listed as Manager of Customer Success at Daloopa at Daloopa, a company with 7 employees, based in New York, New York, United States. AeroLeads shows a matched LinkedIn profile for Tulio Villalta, Cfa.
Tulio Villalta, Cfa previously worked as Manager of Customer Success at Daloopa and Customer Success Manager at Daloopa. Tulio Villalta, Cfa holds Économie Monétaire Et Financière from Sciences Po Grenoble.
Company email context
Email format at Daloopa
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Daloopa
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Profile bio
About Tulio Villalta, Cfa
Tulio Villalta, Cfa is a Manager of Customer Success at Daloopa at Daloopa. They possess expertise in contabilidade financeira, renda fixa, microsoft office, capital markets, microsoft word and 13 more skills. They is proficient in Francês. Colleagues describe them as "Trabalhei junto com o Túlio na Easynvest, era um profissional muito dedicado e demonstrava um engajamento muito grande em atender os clientes com muita qualidade, conseguiu se desenvolver muito rápido, fico bem feliz em ver todas as conquistas que adquiriu ao longo do caminho e as certificações que retirou, tudo isso é fruto de um profissional extremamente focado com os seus objetivos profissionais e pessoais. grande abraço. sucesso."
Listed skills include Contabilidade Financeira, Renda Fixa, Microsoft Office, Capital Markets, and 14 others.
Current workplace
Tulio Villalta, Cfa's current company
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Daloopa
6 roles
Tulio Villalta, Cfa work experience
A career timeline built from the work history available for this profile.
Customer Success Manager
Jan 2022 - Feb 2024
Customer Success Manager
Problem-solving engagements for LSEG's client base driving expansion and revenue retention through expertise in financial data & technology.
Oct 2019 - Jan 2022
Customer Success Manager
Problem-solving engagements for Refinitiv`s client base driving expansion and revenue retention through expertise in financial data & technology.
Oct 2019 - Dec 2021
Head Of Equity Research
Head of Equity Research – Manager of equity research team in development of recommended portfolios and research reports. Tactical asset allocation focused in high-volatility strategies, risk management, trading and Valuation models.
Sep 2017 - Oct 2019
Equity Research Analyst
Sell-side: Technical Analysis with live trading, mainly stocks and futures. Portfolio recommendation and macro forecast.Buy-side: Collaboration with portfolio manager in fund allocation and risk management.
Jan 2016 - Mar 2017
Team & coworkers
Colleagues at Daloopa
Other employees you can reach at daloopa.com. View company contacts for 7 employees →
YB
Yogesh Bhatia
Colleague at Daloopa
Faridabad, Haryana, India, India
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JD
Joao Da Matta
Colleague at Daloopa
São Paulo, São Paulo, Brazil, Brazil
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AS
Ayushi Singhal
Colleague at Daloopa
Noida, Uttar Pradesh, India, India
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AG
Ashish Gupta
Colleague at Daloopa
Noida, Uttar Pradesh, India, India
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BD
Bhupesh Dhawan
Colleague at Daloopa
Delhi, India, India
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SC
Sumit Chetia
Colleague at Daloopa
Noida, Uttar Pradesh, India, India
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AC
Abhishek Chandra Tiwari
Colleague at Daloopa
New Delhi, Delhi, India, India
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AG
Aravind Gupta
Colleague at Daloopa
Noida, Uttar Pradesh, India, India
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HG
Harish Goswami
Colleague at Daloopa
Delhi, India, India
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PK
Pulkit Kumar
Colleague at Daloopa
Pimpri Chinchwad, Maharashtra, India, India
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Yogesh Bhatia
Colleague at Daloopa
Faridabad, Haryana, India, India
View →
JD
Joao Da Matta
Colleague at Daloopa
São Paulo, São Paulo, Brazil, Brazil
View →
AS
Ayushi Singhal
Colleague at Daloopa
Noida, Uttar Pradesh, India, India
View →
AG
Ashish Gupta
Colleague at Daloopa
Noida, Uttar Pradesh, India, India
View →
BD
Bhupesh Dhawan
Colleague at Daloopa
Delhi, India, India
View →
SC
Sumit Chetia
Colleague at Daloopa
Noida, Uttar Pradesh, India, India
View →
AC
Abhishek Chandra Tiwari
Colleague at Daloopa
New Delhi, Delhi, India, India
View →
AG
Aravind Gupta
Colleague at Daloopa
Noida, Uttar Pradesh, India, India
View →
HG
Harish Goswami
Colleague at Daloopa
Delhi, India, India
View →
PK
Pulkit Kumar
Colleague at Daloopa
Pimpri Chinchwad, Maharashtra, India, India
View →
2 education records
Tulio Villalta, Cfa education
Économie Monétaire Et Financière
Bacharelado Em Relações Internacionais, Finance, General
FAQ
Frequently asked questions about Tulio Villalta, Cfa
Quick answers generated from the profile data available on this page.
What company does Tulio Villalta, Cfa work for?
Tulio Villalta, Cfa works for Daloopa.
What is Tulio Villalta, Cfa's role at Daloopa?
Tulio Villalta, Cfa is listed as Manager of Customer Success at Daloopa at Daloopa.
Where is Tulio Villalta, Cfa based?
Tulio Villalta, Cfa is based in New York, New York, United States while working with Daloopa.
What companies has Tulio Villalta, Cfa worked for?
Tulio Villalta, Cfa has worked for Daloopa, London Stock Exchange Group (Lseg), Refinitiv, Carteira Do Investidor, and Necton.
Who are Tulio Villalta, Cfa's colleagues at Daloopa?
Tulio Villalta, Cfa's colleagues at Daloopa include Yogesh Bhatia, Joao Da Matta, Ayushi Singhal, Ashish Gupta, and Bhupesh Dhawan.
How can I contact Tulio Villalta, Cfa?
You can use AeroLeads to view verified contact signals for Tulio Villalta, Cfa at Daloopa, including work email, phone, and LinkedIn data when available.
What schools did Tulio Villalta, Cfa attend?
Tulio Villalta, Cfa holds Économie Monétaire Et Financière from Sciences Po Grenoble.
What skills is Tulio Villalta, Cfa known for?
Tulio Villalta, Cfa is listed with skills including Contabilidade Financeira, Renda Fixa, Microsoft Office, Capital Markets, Microsoft Word, Financial Education, Coaching, and Portfolio Managers.
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