Talita Gomes in

Talita Gomes

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Head of Sales - Private Clients at Banco Daycoval
📍 Greater São Paulo Area, Brazil

Talita Gomes is a senior financial executive focused on investment sales for private and corporate clients. Her career includes leadership roles as Head of Sales at Banco Daycoval and Safra Asset Management. She holds a PGPX for Executives from UCLA and is a Certified Financial Planner (CFP), skilled in strategy and business development.

Her professional focus is on driving results through dedication and teamwork. She publicly celebrates team and company achievements, expressing pride in their collective success and underscoring a belief that serious, dedicated work is the foundation of significant accomplishments.

She was responsible for creating the entire investment advisory area for Safra Bank in Brazil.

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Experience
20 Years
Current Role
Head of Sales - Private Clients
Job Level
Mid-senior
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 Talita cares about

Investment & Advisory
Her entire career is focused on financial advisory and managing investment products for a high-value clientele.
Sales Team Leadership
She has held multiple 'Head of Sales' and superintendent roles, with responsibility for coordinating teams, goals, and strategies.
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Career

Work history

4-2018
Head of Sales - Private Clients
Banco Daycoval
5-2012 - 3-2018
Head of Sales Asset Management
Safra Asset Management
7-2011 - 5-2012
Superintendente de Captação
Banco Pine
3-2006 - 7-2011
Gerente Regional de Investimentos
Safra
In the press

Media appearances

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Education
11-2021 - 12-2022
PGPX - Post Fraduate Program for Executives
UCLA
2004 - 2006
Postgraduation in Business Economics - FGV SP
FGV - Fundação Getulio Vargas
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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