Daniel Andrade

Doer
DISC Type : sd

Chief Financial Officer at I9 Hoje

Rio de Janeiro, Brazil

Overview

Daniel Andrade is an Investment Advisor at InvestSmartXP, connecting family offices and UHNW investors with cross-border private market opportunities. He builds strategic partnerships for sophisticated allocators, drawing on experience as a CFO and Operations Manager. His education includes studies at Avila University and Harvard University.

With a diverse background spanning from logistics management to international finance, Daniel shows a broad range of expertise. His interest in global organizations like the United Nations suggests a focus on international business and development, aligning with his cross-border investment work.

He successfully transitioned from managing operations for a lawn care company in Kansas City to a career in high finance for the ultra-wealthy.

Personality Overview

Fast-paced

Risk-Accepting

Long-term Focused

They are very professional in their approach and can weigh multiple perspectives together.  Reading between the lines and seeing beyond your words comes naturally to them. They exhibit a rare combination of being result-oriented but patient at the same time.

Topics They Care About

Private Market Investing
His core focus is connecting family offices and UHNW individuals with private, cross-border investment opportunities and strategic capital partners.
International Trade Finance
He actively promotes his firm's solutions for global trade, including credit lines for importers/exporters and competitive foreign exchange rates.
UHNW Capital Strategy
He specializes in aligning with sophisticated allocators, emphasizing strategic partnerships over transactional funding for his select sponsors and platforms.

Media Appearances

Daniel has no verified media appearances

Work History

11-2023 - 6-2024
Chief Financial Officer at I9 Hoje
8-2023
Assessor de investimentos at InvestSmartXP
8-2023
Associado at Centro de Tecnologias Smart - CTSMART
1-2022 - 11-2022
Operations Manager at NueSynergy
5-2021 - 1-2022
Operational Manager at Kansas City Clipper

Education

8-2018 - 5-2021
Undergraduate from Avila University
Curso Técnico Integrado from Harvard University

More Information

Social Presence :

Prographics :

Exp : 3 Location : Rio de Janeiro, Brazil Job Level : N/A Designation : Chief Financial Officer at I9 Hoje
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Insights For Selling To Daniel

During A Call Or A Meeting

DO's

  • Let them know of potential risks but suggest mitigation methods alongside
  • Use phrases like 'your team deserves', 'best in class' etc.
  • Focus on the results that your product produces, expect some strategic questions in return

DONT's

  • Don't focus too much on mutual contacts or bother about other stakeholders, focus on them
  • Avoid putting conscious effort into relationship-building
  • Don't get into pricing discussions early on, steer conversation towards proven results

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Daniel is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Daniel

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Daniel move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Daniel take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Daniel

Personality Compatibility


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