Daniel Baumann in

Daniel Baumann

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Senior Relationship Manager at Bank of China
📍 Greater São Paulo Area, Brazil

An experienced banker with a strong background in corporate finance, financial risk, and portfolio management. He currently serves as a Senior Relationship Manager, having spent over seven years with the Bank of China. He holds an MBA from the Universidade de São Paulo and a CPA20 certification.

His background includes working in multicultural financial institutions and pursuing education in both Brazil and Australia, suggesting an international perspective. He appears to value strong, long-term professional relationships, viewing colleagues from his long tenure at Bank of China as an "adopted family".

Unique fact: He authored a publication on "Credit Securitisation in Brazil, " analyzing its institutional framework and main financial instruments.

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Experience
21 Years
Current Role
Senior Relationship Manager
Job Level
Middle
Location
Greater São Paulo Area, Brazil
Personality Overview

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Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Daniel cares about

Corporate Finance
His professional background includes a strong focus on corporate finance, including a past role as a Corporate Finance Analyst at Trend Bank.
Financial Risk
Identified as a core skill in his professional summary, this is a key area of expertise throughout his banking career.
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Career

Work history

11-2019
Senior Relationship Manager
Bank of China
4-2018 - 11-2019
Associate Relationship Manager
MUFG
2-2011 - 4-2018
Corporate Relationship Manager
Bank of China
2-2008 - 2-2011
Corporate Finance Analyst
Trend Bank
3-2004 - 12-2006
Economic Research Analyst
Federação das Indústrias do Estado de São Paulo - FIESP
In the press

Media appearances

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Education
2011 - 2012
MBA
USP - Universidade de São Paulo
2003 - 2008
Bachelor's degree
Pontifícia Universidade Católica de São Paulo
2007 - 2007
Certificate III in Financial Services
TAFE NSW
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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