
Daniel Da Rodda
Private Banker

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About me
Director High Net Worth Individuals
Education

IAEF
2009 - 2010CEFA (Certified European Financial Analyst) Finanzas
UADE
1992 - 1997Licenciado Administración de Empresas
Experience

Bank Boston
Jun 1994 - Dec 2004Private Banker
Lloyds Banking Group
Jun 2005 - Jan 2010Private Banker
BRS Suisse
Jan 2010 - Mar 2011SR. Financial Advisor
Global Phy
Jan 2011 - Aug 2014Independent Financial Advisor
PUENTE
Aug 2014 - Aug 2017Team Leader
Portfolio Personal Inversiones
Sept 2017 - Nov 2018Director Private Wealth Management
Balanz Capital
Dec 2018 - nowDirector
Apr 2022 - nowGerente Wealth Management
Dec 2018 - Apr 2022
Licenses & Certifications
- View certificate

CEFA
CIIA - Certified International Investment AnalystMar 2010
Languages
- inInglés
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