Daniel Braganca
Registered Client Services, Assistant Vice President at Safra National Bank
Based in Miami-Fort Lauderdale, United States
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Seniority
Other
Department
Other
Location
Miami-Fort Lauderdale
Industry
Financial Services
Company size
432
Contact information
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d•••••••@safra.com
Phone
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Background
About Daniel Braganca
With over three years of experience in the financial sector, I currently serve as Assistant Vice President at Safra National Bank. My expertise includes client services, KYC/AML compliance, and onboarding processes, supported by FINRA Series 7, Series 63, and SIE certifications. Partnering with cross-functional teams, I contribute to delivering seamless client onboarding, ensuring regulatory compliance, and optimizing portfolio management. My mission is to enhance client experience while upholding organizational standards and fostering trust. Through collaboration and a commitment to precision, I support Safra's goals of excellence in financial services and client satisfaction.
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