Daniela E.

Daniela E. Email and Phone Number

Chief Operating Officer/ Director of Client Services @ 5E Wealth
Daniela E.'s Location
Miami, Florida, United States, United States
About Daniela E.

Highly accomplished professional seeks to leverage 20 years of sales, customer service, presentation development, and process optimization expertise. Results-oriented executive demonstrates a consultative sales style, keen client assessment aptitude, and superior negotiation skills. Relentless networker possesses strong ability to acquire, retain, and expand customer relationships. Capable of identifying areas of potential growth with existing relationships by upselling and cross selling opportunities. Ensures seamless customer experience. Superior interpersonal, verbal, and written communication skills. Reputation for strong work ethic, integrity, and high degree of personal initiative. Always willing to embrace change and challenges, and to continue learning.Key SkillsSales & Marketing – Customer Service – Business Development – Account Management – Finance - Client Acquisition & Retention – Networking – Bilingual (English & Spanish) – Interpersonal, communication, and negotiation skills – Influencer – Fast Learner – Team Work Oriented - Strategic Planning & Analytical Skills - Results Oriented – Event Organization

Daniela E.'s Current Company Details
5E Wealth

5E Wealth

View
Chief Operating Officer/ Director of Client Services
Daniela E. Work Experience Details
  • 5E Wealth
    Chief Operating Officer / Director Of Client Services
    5E Wealth Mar 2024 - Present
    Miami, Florida, United States
  • Cardea
    Senior Client And Operations Specialist/ Office Manager
    Cardea Nov 2022 - May 2024
    Miami, Florida, United States
  • Maximai Investment Partners
    Client Service Manager
    Maximai Investment Partners May 2020 - Nov 2022
    Miami, Florida, United States
    Office Manager
  • American Income Life Insurance Company
    Insurance Agent
    American Income Life Insurance Company 2019 - May 2020
    Miami/Fort Lauderdale Area
  • Efg Capital International Corp.
    Vp/Relationship Manager
    Efg Capital International Corp. Jan 2017 - Mar 2019
    Miami/Fort Lauderdale Area
  • Indosuez Wealth Management
    Relationship Manager
    Indosuez Wealth Management Jul 2015 - Dec 2016
    Miami, Florida
  • Rbc Wealth Management – Private Banking
    Relationship Manager
    Rbc Wealth Management – Private Banking Dec 2010 - Jul 2015
  • Rbc Wealth Management – Private Banking
    Relationship Officer
    Rbc Wealth Management – Private Banking Jun 2005 - Dec 2010
    Miami/Fort Lauderdale Area
  • Rbc Wealth Management – Private Banking
    Private Banking Assistant
    Rbc Wealth Management – Private Banking Dec 2002 - Jun 2005
    Miami/Fort Lauderdale Area
  • Rbc Wealth Management – Private Banking
    Jr. Private Banking Assistant
    Rbc Wealth Management – Private Banking Jun 1999 - Dec 2002
    Argentina

Daniela E. Education Details

Frequently Asked Questions about Daniela E.

What company does Daniela E. work for?

Daniela E. works for 5e Wealth

What is Daniela E.'s role at the current company?

Daniela E.'s current role is Chief Operating Officer/ Director of Client Services.

What schools did Daniela E. attend?

Daniela E. attended Florida International University.

Not the Daniela E. you were looking for?

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.