Daniela Sparvoli Caffaro, CFP®, OAB

Sócia - Wealth Planning at Oriz Partners
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Contact Information
us****@****om
(386) 825-5501
Location
São Paulo, BR

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Bio

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Experience

  • Oriz Partners
    • Brazil
    • Financial Services
    • 1 - 100 Employee
    • Sócia - Wealth Planning
      • Oct 2022 - 1 year 3 months

      São Paulo, Brasil

  • Safra
    • Brazil
    • Banking
    • 700 & Above Employee
    • Superintendente Private Banking Wealth Planning
      • Jul 2016 - May 2022

  • Santander Brasil
    • Brazil
    • Banking
    • 700 & Above Employee
    • Wealth Planning Manager Private Banking
      • Sep 2011 - Jul 2016

  • Itaú Unibanco
    • Brazil
    • Banking
    • 700 & Above Employee
    • Wealth Planning Advisor Private Banking
      • Aug 2008 - Aug 2011

  • EY
    • United Kingdom
    • IT Services and IT Consulting
    • 700 & Above Employee
    • TAX Manager - Private Clients
      • Sep 2003 - Jul 2008

  • Método Engenharia S.A.
    • Brazil
    • Construction
    • Técnico
      • Sep 2001 - May 2003

      São Paulo, São Paulo

  • Matec Engenharia
    • Brazil
    • Construction
    • 200 - 300 Employee
    • Técnico
      • Jul 1998 - Mar 2001

      São Paulo

  • Petrobras
    • Brazil
    • Oil and Gas
    • 700 & Above Employee
    • Técnico
      • Jan 1996 - Jun 1998

      São Paulo, São Paulo

Education

  • UCLA Extension
    Extensão Internacional LLM INSPER/ IBMEC SP, Direito
    2011 - 2011
  • Insper
    LLM – Master of Laws, Mercado Financeiro e de Capitais
    2008 - 2010

Community

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