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DANIELLE KLAUS

DANIELLE KLAUS

Sales Representative

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location of DANIELLE KLAUSSão Paulo, São Paulo, Brazil

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  • Timeline

  • About me

    Investment Manager – Investment Specialist

  • Education

    • INEXH

      -
      Desenvolvimento e Liderança Desenvolvimento interpessoal

    • UNIBTA

      2019 - 2019
      Investments, financial strategy and business cycles Investments and Securities

    • Estácio

      2011 - 2015
      Bachelor’s in accounting sciences at the Estacio Uniradial University Accounting and Finance

      completo

    • MBA USP/Esalq

      2020 - 2022
      Finanças e Controladoria Finance, General

      trancado - incompleto

    • ANBIMA

      2019 - 2019
      Exchange Traded Funds - ETF’s Investments

  • Experience

    • Financeira Alfa CFI

      Nov 2007 - Dec 2008
      Sales Representative

      • Car financing and Leasing contracts• Credit and documentation analysis• Promoting bank products at the sales calls• Car dealership negotiations (high income)

    • Santander Bank Inc.

      Jul 2009 - Jul 2015
      Relationship Manager

      • High income portfolio management • Potential client prospections• Investment advisory expertise• Managerial reports• Pipeline and cross-selling technics• Sales calls• Default rate monitoring• Achievement of the highest award in the company, in a row (2012-2013-2014).

    • Safra Bank

      Nov 2019 - Oct 2022
      Investment manager

      • Investment advisory expertise • Prospecting new customers• Negotiations, visits and account management• Proposal presentation and customer service• Presentation of products and services

    • XP Inc.

      Oct 2022 - Nov 2023
      Banker

      • Investment advisory expertise • Prospecting new customers• Negotiations, visits and account management• Proposal presentation and customer service• Presentation of products and services

    • Grupo Euro17

      Feb 2024 - now
      Gerente de investimentos

      Prospecção de clientes Captação de recursos Análise de carteiraAssessoria de investimentos Planejamento financeiro, análise de indicadores e cenários econômicosPremiação destaque entrega de resultados Set/24

    • GLG

      Jun 2024 - now
      Concil member

  • Licenses & Certifications

    • CEA – Certificado de Especialista de Investimentos

      ANBIMA Certificação e Educação
      Feb 2019

    • CPA 10 - Certificado Profissional Serie 10

      ANBIMA Certificação e Educação
      Jun 2010