Marcelo Darmstädter

Angestellt, Personal Wealth Broker, Banco Itaú International Miami

Miami, Vereinigte Staaten

Fähigkeiten und Kenntnisse

Communicative profile
Proactive
Organized
Dedicated
team work
Banking
Investment
Private bank
Equity derivatives
Business administration

Werdegang

Berufserfahrung von Marcelo Darmstädter

  • Bis heute 1 Jahr und 4 Monate, seit März 2023

    Personal Wealth Broker

    Banco Itaú International Miami

  • 4 Jahre und 6 Monate, Okt. 2018 - März 2023

    International Relationship Officer

    Banco Itaú International Miami

  • 3 Jahre und 6 Monate, Apr. 2015 - Sep. 2018

    Account Officer

    Banco Itaú (Suisse) S.A.

  • 1 Jahr, Apr. 2012 - März 2013

    Private Senior Bank Analyst

    ---Banco Itaú Unibanco S.A. - Brazil

    Personalized in customer service that demands for Private Bank regarding bank products and services (Banking). Keeping the interface with Asset Brokerage, Treasury, Credit, Mortgage, Banking, Investiment Products and Fraud Prevention. Responsible for daily routine, such as, Box Control, Clearing and Documentation Flow. Portfolio management will top US$ 300 million dollars.

  • 2 Jahre und 2 Monate, Feb. 2010 - März 2012

    Private Senior Analyst

    Banco Itaú Unibanco S.A. - Brazil

    Responsible for design, development and customization of the product for Banco Itaú to Private Bank clients. Focusing in service trade structure for bankers, Business Analysts and Operational (São Paulo and Subsidiaries). Also attended in the activities related to Initial public offering (IPO), stocks subscription and bond, security transfers between banks and brokerages. Responsible for activities involving variable income assets, fixed income and derivatives.

  • 2 Jahre und 6 Monate, Sep. 2007 - Feb. 2010

    Capital Market Analyst

    Banco Itaú Unibanco S.A. - Brazil

    I worked in the area of reconciliation (Variable Income and Derivatives), being responsible for the reconciliation of daily investment fund management (Itaú), foundations and private customer accounts (cash market and term loans), ADR - American Depositary Receipts and BDR - Brazilian Depositary Receipts, and always in compliance with all audit.

  • 2 Jahre, Okt. 2005 - Sep. 2007

    Accounting Analyst

    Banco Itaú Unibanco S.A. - Brazil

    I worked in the area of reconciliation (Quota Funds), with the role of mediator, responsible for daily reconciliation of all Investiment Fund Management Itaú and Market, Foundations and private customers accounts. Interface fund managers, brokers and underwriters.

  • 3 Jahre und 6 Monate, Mai 2002 - Okt. 2005

    Administrative Analyst

    Banco Itaú Unibanco S.A. - Brazil

    I worked in the administrative area providing legal services to civil litigation, criminal and tax, making proxies and service to bailiffs.

Ausbildung von Marcelo Darmstädter

  • 1 Jahr und 5 Monate, Aug. 2009 - Dez. 2010

    Specialization in Banking

    Mackenzie Presbyterian University

  • 4 Jahre und 6 Monate, 2005 - Juni 2009

    BA in Business Administration with emphasis in international trade

    Unip - University Paulista - Brazil

Sprachen

  • Englisch

    Fließend

  • Portugiesisch

    Muttersprache

  • Spanisch

    Fließend

  • Deutsch

    Grundlagen

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