Daniel Moreno

Daniel Moreno has a diverse work experience in the finance and business development sectors. Daniel started their career as a Sales Intern at Sodexo Motivation Solutions, where they handled relationships with HR clients and assisted with the implementation of new customers and products. Daniel then worked at Amcham-Brasil as a Relationship Executive, negotiating with C-level managers and contributing to the development and strategic planning of new business.

Following that, Moreno joined Sodexo as a Relationship Manager, managing corporate clients' portfolios and increasing revenue through cross-selling and upselling. Daniel also conducted corporate finance analysis and prepared reports.

At Squad Capital Investimentos, Moreno worked as a Financial Advisor, focusing on new business development and communication with non-expert clients. Additionally, they were responsible for managing clients' portfolios in the Wealth Management segment.

Moreno then joined Itaú Unibanco as an Investment Manager, where they continued to communicate with non-expert clients and managed their portfolios in the Wealth Management segment. Daniel also conducted portfolio analysis and drew key conclusions regarding investments.

Currently, Moreno is an Impact Investment Associate at Phenix Capital Group.

Overall, Moreno's work experience showcases their expertise in relationship management, business development, portfolio management, and analysis in the finance industry.

Daniel Moreno's education history is as follows:

- From 2021 to 2023, Daniel attended Aalborg University and obtained a Master's degree in Business and Economics with a specialization in Marketing.

- In 2018 and 2019, Daniel completed an MBA in Economy, Financial Market, and Corporate Finance at Instituição de Ensino FIPE.

- In 2017 and 2018, Daniel pursued a specialization in Investment and Portfolio Management at Rice University.

- In 2014, Daniel completed a program in Strategic Negotiation and Conflict Management at Insper Instituto de Ensino e Pesquisa.

- From 2010 to 2013, Daniel obtained a Bachelor's degree in Social Communication with a focus on Advertising and Marketing from Faculdade Cásper Líbero.

In addition to their formal education, Daniel has also obtained several certifications. These include the CEA - CERTIFICADO ESPECIALISTA ANBIMA from ANBIMA, which was obtained in May 2017, and the ANCORD - AGENTE AUTÔNOMO DE INVESTIMENTO certification from ANCORD, acquired in November 2016. Daniel also has not specified the obtained month and year for the "Programa de Qualificação Operacional - Comercial" and "Programa de Qualificação Operacional - Operacional" certifications from B3.