Verified recordFinancial Services

Daniel Belotto

Head Comercial - B2b at Rb Investimentos

Based in São Paulo, Brazil

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Seniority

C-Team

Department

Sales & Business Development

Location

São Paulo

Industry

Financial Services

Company size

62

Contact information

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Email

1 credit

d•••••••@rbinvestimentos.com

Phone

5 credits

+55 ••• •••• ••••

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Background

About Daniel Belotto

Finance professional with over 9 years of experience, CFA charterholder, building a solid track record in commercial strategy and investment distribution. After several years working in operational and data-driven roles — leading teams and structuring processes — I strategically transitioned to the front office to lead commercial initiatives and drive business fronts. Currently, I serve as Head of Investment and FX Distribution at Guelt Investimentos, overseeing the full commercial cycle, from market analysis and technical-commercial support to the advisor network, to direct client acquisition. Since joining Guelt, I have led over 70 primary market distribution campaigns in Fixed Income and Real Estate Funds, totaling more than R$130 million in allocations. I lead business origination efforts, maintaining close relationships with Private clients and advisors, combining analytical insight, performance-driven execution, and a results-oriented mindset to convert market opportunities into high-impact outcomes. Focused on expanding my experience in Financial Advisory, Wealth Planning, and Private Banking, I am prepared to take on roles such as Investor, Investment Advisor, Investment Product Sales, or Investment Specialist. I apply my background in relationship management and opportunity creation to strengthen investment distribution, drive results, and contribute to the strategic growth of the organization.

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