Daniela Pereira

CEO

Toronto, Ontario, Canada19 yrs 2 mos experience
Highly Stable

Key Highlights

  • 20+ years of experience in finance and business development.
  • Expert in leading high-performing teams in VUCA environments.
  • Passionate about diversity, inclusion, and organizational wellness.
Stackforce AI infers this person is a seasoned leader in the Fintech industry with a focus on customer relationship management.

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Skills

Core Skills

Sales ManagementCustomer Relationship Management (crm)

Other Skills

AccountingAnalytical SkillsBusiness DevelopmentClient RelationsCommercial BankingCommunicationConsumer LendingCreditCredit AnalysisCredit RiskCustomer ServiceEmployee EngagementEmployee TrainingFinanceFinancial Advisory

About

Lifelong Learner | Purpose-Driven Leader | Champion of Growth & Innovation A proud banker and senior leader with 20+ years of experience in finance, business development, and customer relationship management, I am passionate about leading high-performing teams, driving results, and inspiring people to reach new heights. I thrive in fast-paced, ever-evolving environments, embracing change as an opportunity for growth. Coming to Canada at eight years old shaped my resilience and adaptability, fueling my drive for continuous learning. A proud U of T graduate and a fearless leader, I excel in VUCA (Volatile, Uncertain, Complex, and Ambiguous) environments, fostering innovation and strategic thinking. I believe in the power of diversity, inclusion, and organizational wellness, and I am committed to helping individuals and teams achieve work-life integration while making meaningful financial progress. I believe in setting bold goals and making them happen. Outside of work, you’ll find me chasing childhood dreams—whether it’s attempting ballet, exploring new experiences, or traveling to new destinations. I’m passionate about fitness, weight training, and exercising six days a week, always pushing myself to new personal bests. I’m also a foodie and always on the hunt for the best restaurants in the city to enjoy with family and friends.

Experience

Bmo financial group

6 roles

Vice President Mortgage Specialists

Promoted

Sep 2021Present · 4 yrs 6 mos

Employee TrainingEmployee EngagementCommunicationSales ManagementClient RelationsCustomer Relationship Management (CRM)+3

Branch Manager- Liberty Village

Oct 2016Sep 2021 · 4 yrs 11 mos

Employee TrainingEmployee EngagementCommunicationSales ManagementClient RelationsCustomer Relationship Management (CRM)+2

Branch Manager- 1226 St. Clair

Nov 2013Oct 2016 · 2 yrs 11 mos

Employee TrainingEmployee EngagementCommunicationSales ManagementClient RelationsCustomer Relationship Management (CRM)+1

Branch Manager- Dupont & Christie

Promoted

Nov 2012Nov 2013 · 1 yr

  • 2013 Best of the best award
Employee TrainingEmployee EngagementCommunicationSales ManagementClient RelationsCustomer Relationship Management (CRM)+2

Financial Service Manager

Promoted

Oct 2007Nov 2012 · 5 yrs 1 mo

  • Managing and developing customer financial relationship, in the following areas:
  • personal deposit accounts, commercial deposit accounts, retail mortgage and personal loans, small business loans, insurance, and investments.
Employee TrainingCommunicationSales ManagementClient RelationsCustomer Relationship Management (CRM)

Personal Banking Officer

Jul 2002Oct 2007 · 5 yrs 3 mos

Employee TrainingCommunicationSales ManagementClient RelationsCustomer Relationship Management (CRM)

Education

University of Toronto

Leadership — Organizational Leadership

Jan 2020Feb 2022

University of Toronto

HBA — History and Philosophy (Double Major) Political Science (Minor)

Jan 2001Jan 2005

Ryerson University

Marketing Management — Marketing

Jan 2005Jan 2007

Canadian Securities Institute

IFIC/ BCO

Jan 2013Jan 2013

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