Daniel Jannuzzi, CFP®

Vice President Private Banking at Delta National Bank and Trust Company
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Contact Information
us****@****om
(386) 825-5501
Location
US
Languages
  • Português Native or bilingual proficiency
  • Inglês Native or bilingual proficiency
  • Holandês Elementary proficiency
Skills

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Bio

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Credentials

  • Yale University - Financial Markets
    Coursera Course Certificates
    Dec, 2016
    - Nov, 2024
  • CGRPPS
    Apimec - Associação dos Analistas e Profissionais de Investimentos do Mercado de Capitais - DF
    Jul, 2018
    - Nov, 2024
  • CEA
    ANBIMA
    Aug, 2017
    - Nov, 2024
  • CFP®
    Planejar - Associação Brasileira de Planejadores Financeiros

Experience

  • Delta National Bank and Trust Company
    • United States
    • Banking
    • 1 - 100 Employee
    • Vice President Private Banking
      • Jul 2022 - Present

  • Magnetis Investimentos
    • Brazil
    • Financial Services
    • 1 - 100 Employee
    • Portfolio Manager
      • Aug 2020 - Jul 2022

      Portfolio Manager - Asset Allocation and Manager SelectionDevelop and execute systematic strategies in Python for our Fixed Income Funds (High Grade, High Yield and Alternatives), Retirement Fund (Fixed Income, Hegde Funds and Equity) and ETFs (currently managing TECB11 BZ, the first and only Brazilian Tech ETF).

    • Sales Manager
      • Nov 2019 - Aug 2020

      Managed and developed a team of six investment advisors, from junior to senior level.Improved sales process to promoted acquisition of new customers, leading to relevant growth of our customer base.

    • Senior Investment Advisor
      • Jan 2017 - Nov 2019

  • BTG Pactual
    • Brazil
    • Financial Services
    • 700 & Above Employee
    • Analyst
      • Dec 2013 - Jul 2016

      Corporate Action Analyst. Supported our Onshore and Offshore Arbitrage Proprietary Trading Desk, interfaced with Private Banking and Asset Management clients. Corporate Action Analyst. Supported our Onshore and Offshore Arbitrage Proprietary Trading Desk, interfaced with Private Banking and Asset Management clients.

  • S&P Global
    • United States
    • Financial Services
    • 700 & Above Employee
    • Intern
      • Aug 2012 - Nov 2013

      Corporate Rating Intern. Corporate Credit Analysis (Balance Sheet, Income Statement, Cash Flow and Credit Metrics). Core industries: Oil & Gas, Metals and Mining, Capital Goods, Chemicals, Transportation, Real Estate and Forestry. Corporate Rating Intern. Corporate Credit Analysis (Balance Sheet, Income Statement, Cash Flow and Credit Metrics). Core industries: Oil & Gas, Metals and Mining, Capital Goods, Chemicals, Transportation, Real Estate and Forestry.

Education

  • NYU School of Professional Studies
    Fixed Income
    2019 - 2019
  • Saint Paul Escola de Negócios
    Specialization, Investment Banking
    2016 - 2016
  • FACAMP - Faculdades de Campinas
    Bachelor’s Degree, Economics
    2010 - 2013
  • Norbertuuscollege - Netherlands
    High School, VWO
    2006 - 2007
  • Fairmont Elementary School - United States
    Elementary School
    1997 - 1998

Community

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